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

Boosey Wilson Group, LLC's plan reported $271K in assets and 3 participants for 2024.

Original filing (PDF)20251002174647NAL0000476707001

Boosey Wilson Group, LLC

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

Form 5500-SF

FILING_RECEIVED

BWG Retirement Plan

401(k) retirement plan · Boosey Wilson Group, LLC's BWG Retirement Plan held $271K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

Matthew Wilson signed Boosey Wilson Group, LLC's 2024 Form 5500 as plan administrator.

Matthew 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

Boosey Wilson Group, LLC's EIN is 84-2221786.

EIN 84-2221786

Plan number 001

Plan year 2024

ACK ID 20251002174647NAL0000476707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Boosey Wilson 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 BOOSEY WILSON 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BOOSEY WILSON GROUP, LLC

EIN

all filings

Address

3200 WEST END AVE - SUITE 500 · NASHVILLE, TN · 372031322

Phone

(615) 250-2211

Industry

Admin Support & Waste Mgmt

Plan administrator