How big is David Wilsey, CPA's plan?

David Wilsey, CPA's plan reported $4.4M in assets and 3 participants for 2024.

Original filing (PDF)20250715154333NAL0005095282002

David Wilsey, CPA

Name: David Wilsey, CPA — David Wilsey, CPA Profit Sharing, Form 5500 (2024)
Creator: David Wilsey, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Wilsey, CPA Profit Sharing Plan

Defined-contribution retirement plan · David Wilsey, CPA's David Wilsey, CPA Profit Sharing Plan held $4.4M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

David Wilsey, CPA's EIN is 94-2427687.

EIN 94-2427687

Plan number 001

Plan year 2024

ACK ID 20250715154333NAL0005095282002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Wilsey, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Wilsey, CPA's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID WILSEY, CPA.

Finding similar companies…

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