How big is Edward Wisner Donation Trust's plan?

Edward Wisner Donation Trust's plan reported $511K in assets and 2 participants for 2025.

Original filing (PDF)20260428154502NAL0021185938001

Edward Wisner Donation Trust

Name: Edward Wisner Donation Trust — Edward Wisner, Form 5500 (2025)
Creator: Edward Wisner Donation Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward Wisner Donation Trust 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Edward Wisner Donation Trust's Edward Wisner Donation Trust 401(k) Profit Sharing Plan & Trust held $511K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

People on this filing

L. Amanda Phillips signed Edward Wisner Donation Trust's 2025 Form 5500 as plan administrator.

L. Amanda Phillips — 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

Edward Wisner Donation Trust's EIN is 72-0514492.

EIN 72-0514492

Plan number 001

Plan year 2025

ACK ID 20260428154502NAL0021185938001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Edward Wisner Donation Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Edward Wisner Donation Trust'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 EDWARD WISNER DONATION TRUST.

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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