How big is Wilson Financial, LLC's plan?

Wilson Financial, LLC's plan reported $106K in assets and 2 participants for 2024.

Original filing (PDF)20250514103110NAL0018718513002

Wilson Financial, LLC

Name: Wilson Financial, LLC — Wilson Financial, LLC 401(k), Form 5500 (2024)
Creator: Wilson Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Financial, LLC 401(k) Plan

401(k) retirement plan · Wilson Financial, LLC's Wilson Financial, LLC 401(k) Plan held $106K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

Plan identifiers

Wilson Financial, LLC's EIN is 87-3417993.

EIN 87-3417993

Plan number 001

Plan year 2024

ACK ID 20250514103110NAL0018718513002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Financial, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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