· 2022–2024 · DOL EFAST2

M. COLE WILSON & ASSOCIATES, INC. — M. COLE WILSON & ASSOCIATES 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251006091620NAL0003199601001

M. COLE WILSON & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

M. COLE WILSON & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

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

76

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

M. COLE WILSON & ASSOCIATES, INC.

EIN

47-4798401all filings

Address

15060 ANTIOCH ROAD · OVERLAND PARK, KS · 66221

Phone

(913) 284-9097

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

MATTHEW R TIEFENBRUNN INSURANC

MATTHEW R TIEFENBRUNN INSURANC 401(K) PROFIT SHARING PLAN & TRUST

$100K · 3 participants

HINESMAN INSURANCE AND FINANCIAL SERVICES

THE HINESMAN GROUP 401K SAVING PLAN

$100K · 10 participants

BRAUN & ASSOCIATES

BRAUN & ASSOCIATES 401K PLAN

$100K · 4 participants

SAM LAMB INSURANCE AGENCY, INC.

SAM LAMB INSURANCE AGENCY, INC. 401(K) PLAN

$100K · 5 participants

HORVATH & PARTNERS LLC

HORVATH & PARTNERS LLC 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.