P 401(k) Plan Report

Stable plan record

WILSON INVESTMENT GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Sponsored by WILSON INVESTMENT GROUP, LLC · EIN/PN 823336902-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$15,671
Administrative cost per participant
2025
$211
Active participants
2025
8
Total plan assets
2025
$1,677,012
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260629103651NAL00116093930018$15,671
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.