How big is Wilcox Financial's plan?

Wilcox Financial's plan reported $15K in assets and 2 participants for 2024.

Original filing (PDF)20260216161449NAL0006185827001

Wilcox Financial

Name: Wilcox Financial — Wilcox Financial Welfare Plan a, Form 5500 (2024)
Creator: Wilcox Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox Financial Welfare Plan a

Health & welfare plan · Wilcox Financial's Wilcox Financial Welfare Plan a held $15K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$15K

Net assets (EOY)

$6K

People on this filing

Tiffany Bosch signed Wilcox Financial's 2024 Form 5500 as plan administrator.

Tiffany Bosch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilcox Financial's EIN is 34-1366050.

EIN 34-1366050

Plan number 501

Plan year 2024

ACK ID 20260216161449NAL0006185827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilcox Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilcox Financial's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX FINANCIAL.

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Plan health score (directional)

Limited public data — directional only

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score