Original filing (PDF)20250620122052NAL0002324947001

DOUGLAS WILSON COMPANIES

Name: DOUGLAS WILSON COMPANIES — DOUGLAS WILSON COMPANIES 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: DOUGLAS WILSON COMPANIES

Form 5500-SF

FILING_RECEIVED

DOUGLAS WILSON COMPANIES 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOUGLAS WILSON COMPANIES.

Plan sponsor

Name

DOUGLAS WILSON COMPANIES

EIN

33-0498174

Address

1620 FIFTH AVE, SUITE 400 · SAN DIEGO, CA · 92101

Phone

(619) 641-1141

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

AKKADIAN VENTURES, LLC

AKKADIAN VENTURES, LLC - 401K PLAN

$3.0M · 13 participants

PACIFIC LAKE PARTNERS, LLC

PACIFIC LAKE PARTNERS 401(K) PLAN

$2.9M · 24 participants

J. CHRISTOPHER CAPITAL, LLC

J. CHRISTOPHER CAPITAL, LLC 401(K) PLAN

$2.9M · 7 participants

CULTIVATE BRANDS LP

CULTIVATE BRANDS LP 401(K) PLAN

$2.9M · 100 participants

METALLICUS INC

METALLICUS 401(K) PLAN

$3.0M · 24 participants