How big is Wilson & Brooks, P.C.'s plan?

Wilson & Brooks, P.C.'s plan reported $1.8M in assets and 3 participants for 2023.

Original filing (PDF)20240712152802NAL0020153361001

Wilson & Brooks, P.C.

Name: Wilson & Brooks, P.C. — Wilson & Brooks, P.C. 401(k), Form 5500 (2023)
Creator: Wilson & Brooks, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson & Brooks, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Wilson & Brooks, P.C.'s Wilson & Brooks, P.C. 401(k) Profit Sharing Plan held $1.8M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

James Brooks, Jr. signed Wilson & Brooks, P.C.'s 2023 Form 5500 as plan administrator.

James Brooks, Jr. — 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 & Brooks, P.C.'s EIN is 62-1230852.

EIN 62-1230852

Plan number 001

Plan year 2023

ACK ID 20240712152802NAL0020153361001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wilson & Brooks, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wilson & Brooks, P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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