Original filing (PDF)20260220121419NAL0011952771001

WILSON INVESTMENT GROUP

Name: WILSON INVESTMENT GROUP — WILSON INVESTMENT GROUP GFB BENEFIT PLAN, Form 5500 (2024)
Creator: WILSON INVESTMENT GROUP

Form 5500-SF

FILING_RECEIVED

WILSON INVESTMENT GROUP GFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$747

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WILSON INVESTMENT GROUP

EIN

61-1989052

Address

750 OAK SHIRE CT · GAINESVILLE, GA · 30501

Phone

(404) 217-4092

Industry

Real Estatesee all

Plan administrator

Name

RACHEL MOSELY

EIN

61-1927403

City

MACON, GA

Phone

(800) 342-1192

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-20

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

DB REAL ESTATE EQUITY GROUP INC.

DB REAL ESTATE EQUITY GROUP INC - 401K

$3K · 1 participants

COASTAL HOME TITLE LLC

COASTAL HOME TITLE LLC 401K

$3K · 2 participants

AQUINAS HOUSING CORP.

AQUINAS HOUSING CORP. 401 K PLAN

$3K

TAQUERIA TRES HERMANOS INC

TAQUERIA TRES HERMANOS INC 401(K) PLAN

$3K · 14 participants

KANSAS CITY COMMUNITY LAND TRUST

KANSAS CITY COMMUNITY LAND TRUST 401(K) PLAN

$2K · 2 participants

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