How big is Wilson Financial Group's plan?

Wilson Financial Group's plan reported $388K in assets and 6 participants for 2024.

Original filing (PDF)20250819083713NAL0001051859001

Wilson Financial Group

Name: Wilson Financial Group — LES Wilson Financial Group, Form 5500 (2024)
Creator: Wilson Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LES Wilson Financial Group 401(k) Plan

401(k) retirement plan · Wilson Financial Group's LES Wilson Financial Group 401(k) Plan held $388K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$388K

Net assets (EOY)

$388K

People on this filing

Lesley Wilson signed Wilson Financial Group's 2024 Form 5500 as plan administrator.

Lesley Wilson — 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

Wilson Financial Group's EIN is 45-4102225.

EIN 45-4102225

Plan number 002

Plan year 2024

ACK ID 20250819083713NAL0001051859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WILSON FINANCIAL GROUP

DBA

LES WILSON & ASSOCIATES

EIN

all filings

Address

520 S NEW HOPE ROAD · GASTONIA, NC · 28054

Phone

(704) 864-9404

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