How big is JEFF Wilson CPA P.S.'s plan?

JEFF Wilson CPA P.S.'s plan reported $286K in assets and 5 participants for 2024.

Original filing (PDF)20250706183139NAL0001573043001

JEFF Wilson CPA P.S.

Name: JEFF Wilson CPA P.S. — JEFF Wilson CPA P.S., Form 5500 (2024)
Creator: JEFF Wilson CPA P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Wilson CPA P.S. Retirement Trust

401(k) retirement plan · JEFF Wilson CPA P.S.'s JEFF Wilson CPA P.S. Retirement Trust held $286K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

People on this filing

Plan Sponsor signed JEFF Wilson CPA P.S.'s 2024 Form 5500 as plan administrator.

Plan Sponsor — 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

JEFF Wilson CPA P.S.'s EIN is 91-1274993.

EIN 91-1274993

Plan number 001

Plan year 2024

ACK ID 20250706183139NAL0001573043001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Wilson CPA P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Wilson CPA P.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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