How big is Donald a Wilcox's plan?

Donald a Wilcox's plan reported $3K in assets for 2023.

Original filing (PDF)20241014142319NAL0013444211001

Donald a Wilcox

Name: Donald a Wilcox — Wilcox, Donald a, Form 5500 (2023)
Creator: Donald a Wilcox
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox, Donald a

Defined-contribution retirement plan · Donald a Wilcox's Wilcox, Donald a reported $3K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Donald Wilcox signed Donald a Wilcox's 2023 Form 5500 as plan administrator.

Donald Wilcox — 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

Donald a Wilcox's EIN is 41-1705865.

EIN 41-1705865

Plan number 001

Plan year 2023

ACK ID 20241014142319NAL0013444211001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Donald a Wilcox from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Donald a Wilcox's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

DONALD A WILCOX

EIN

all filings

Address

BOX 100 · 1150 WISCONSIN AVENUE · BENSON, MN · 56215

Phone

(320) 842-5391

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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