P 401(k) Plan Report

Stable plan record

WILSON FINANCIAL LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by WILSON FINANCIAL LLC · EIN/PN 873417993-001

Selected filing history

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

Employer money per active participant
2025
$2,268
Administrative cost per participant
2025
$266
Active participants
2025
2
Total plan assets
2025
$156,080
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702141544NAL00146223850012$2,268
Public filing identifier

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