How big is Wilson Financial Group, LLC's plan?

Wilson Financial Group, LLC's plan reported $546K in assets and 3 participants for 2024.

Original filing (PDF)20250618145730NAL0006465474001

Wilson Financial Group, LLC

Name: Wilson Financial Group, LLC — Wilson Financial, Form 5500 (2024)
Creator: Wilson Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Financial Group, LLC 401(k) Plan

401(k) retirement plan · Wilson Financial Group, LLC's Wilson Financial Group, LLC 401(k) Plan held $546K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

People on this filing

J Randall Wilson signed Wilson Financial Group, LLC's 2024 Form 5500 as plan administrator.

J Randall Wilson — 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 Financial Group, LLC's EIN is 62-1663584.

EIN 62-1663584

Plan number 001

Plan year 2024

ACK ID 20250618145730NAL0006465474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Financial Group, LLC'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 WILSON FINANCIAL GROUP, LLC.

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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