· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WILSEY ASSET MANAGEMENT INCORPORATED — WILSEY ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627143644NAL0023000738001
WILSEY ASSET MANAGEMENT INCORPORATED
Form 5500-SF
FILING_RECEIVED
WILSEY ASSET MANAGEMENT INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILSEY ASSET MANAGEMENT INCORPORATED
.
Find decision makers
Plan sponsor
Name
WILSEY ASSET MANAGEMENT INCORPORATED
EIN
45-5139913
Address
10620 TREENA STREET SUITE 100 · SUITE 100 · SAN DIEGO, CA · 92131
Phone
(858) 546-4306
Industry
Finance & Insurance
see 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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MAVERON LLC
MAVERON LLC 401K PLAN
$4.2M · 13 participants
WELLSPRING FINANCIAL ADVISORS, LLC
WELLSPRING FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$4.2M · 29 participants
THOMAS H. HIGGINS
THOMAS H. HIGGINS 401(K) PLAN
$4.2M · 6 participants
TRANSITION FINANCIAL ADVISORS GROUP, INC
TFA TEAM INDEPENDENCE 401(K) PLAN
$4.2M · 6 participants
THE DAVIDSON GROUP
THE DAVIDSON GROUP 401(K) PLAN
$4.2M · 75 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MENCH FINANCIAL, INC.
MENCH FINANCIAL, INC. 401(K) PROFIT SHARING PLAN & TRUST
$4.2M · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
