Original filing (PDF)20250715154333NAL0005095282002

DAVID WILSEY, CPA

Name: DAVID WILSEY, CPA — DAVID WILSEY, CPA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DAVID WILSEY, CPA

Form 5500-SF

FILING_RECEIVED

DAVID WILSEY, CPA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DAVID WILSEY, CPA.

Plan sponsor

Name

DAVID WILSEY, CPA

EIN

94-2427687

Address

PO BOX 222238 · CARMEL, CA · 93922

Phone

(831) 625-1921

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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