How big is Katherine Wilson PLLC's plan?

Katherine Wilson PLLC's plan reported $747K in assets and 16 participants for 2024.

Original filing (PDF)20250712070420NAL0018900482001

Katherine Wilson PLLC

Name: Katherine Wilson PLLC — Katherine Wilson PLLC 401(k), Form 5500 (2024)
Creator: Katherine Wilson PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katherine Wilson PLLC 401(k)

401(k) retirement plan · Katherine Wilson PLLC's Katherine Wilson PLLC 401(k) held $747K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$747K

Net assets (EOY)

$747K

People on this filing

Shirley Horner signed Katherine Wilson PLLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Katherine Wilson PLLC's EIN is 47-2373687.

EIN 47-2373687

Plan number 001

Plan year 2024

ACK ID 20250712070420NAL0018900482001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Katherine Wilson PLLC'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 KATHERINE WILSON PLLC.

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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