Original filing (PDF)20250818080953NAL0001842960001

WILSEY BENNETT, INC.

Name: WILSEY BENNETT, INC. — EMPLOYEE 401(K) AND PROFIT SHARING PLAN OF WILSEY BENNETT, INC., Form 5500 (2024)
Creator: WILSEY BENNETT, INC.

Form 5500-SF

FILING_RECEIVED

EMPLOYEE 401(K) AND PROFIT SHARING PLAN OF WILSEY BENNETT, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

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 WILSEY BENNETT, INC..

Plan sponsor

Name

WILSEY BENNETT, INC.

EIN

95-2261288

Address

201 FILBERT STREET, SUITE 100 · SAN FRANCISCO, CA · 94133

Phone

(415) 255-7666

Industry

Real Estatesee 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

2025-08-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ROOSEVELT, INC.

PHILADELPHIA MANAGEMENT CO. 401(K) PLAN

$15.8M · 233 participants

THE JEFFRIES COMPANY

THE JEFFRIES COMPANIES SAVINGS PLAN

$15.8M · 15 participants

OLYMPUS MULTIFAMILY MANAGEMENT, LLC

OLYMPUS PROPERTY TAKING CARE OF FAMILY RETIREMENT PLAN

$15.8M · 651 participants

EXTELL DEVELOPMENT COMPANY

EXTELL DEVELOPMENT COMPANY 401(K) PLAN

$15.8M · 101 participants

WEINSTEIN MANAGEMENT CO. INC.

WEINSTEIN PROPERTIES EMPLOYEES' 401(K) PLAN