How big is David Wilson's plan?

David Wilson's plan reported $5.1M in assets and 2 participants for 2024.

Original filing (PDF)20251012094735NAL0000464192001

David Wilson

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

Form 5500-SF

FILING_RECEIVED

David Wilson 401(k) Profit Sharing Plan

401(k) retirement plan · David Wilson's David Wilson 401(k) Profit Sharing Plan held $5.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan identifiers

David Wilson's EIN is 95-4822397.

EIN 95-4822397

Plan number 002

Plan year 2024

ACK ID 20251012094735NAL0000464192001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David Wilson'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 DAVID WILSON.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DAVID WILSON

EIN

all filings

Address

1508 17TH STREET · SANTA MONICA, CA · 90404

Phone

(310) 391-0488

Industry

Real Estate

Plan administrator