WILSON & FRANCO, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & FRANCO, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WILSON & FRANCO, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-30 | 15496 |
| Net assets as of the end of the plan year | 2025-05-30 | 3850608 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 3126441 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 254775 |
| Value of participant loans at end of plan year | 2025-05-30 | 2436 |
| Other contributions to plan in this plan year | 2025-05-30 | 6961 |
| Other income to plan in this plan year | 2025-05-30 | 376772 |
| Plan net income in this plan year | 2025-05-30 | 724167 |
| Net assets as of the end of the plan year | 2025-05-30 | 3850608 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 3126441 |
| Value of contributions failed to transmitted timely | 2025-05-30 | 0 |
| Employer contributions to plan in this plan year | 2025-05-30 | 101155 |
| Fees paid to broker by Benefit Provider | 2025-05-30 | 10942 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 0 |
| 2024 : WILSON & FRANCO, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-12 | 26704 |
| Net assets as of the end of the plan year | 2024-07-12 | 3126441 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 2459928 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 210167 |
| Value of participant loans at end of plan year | 2024-07-12 | 863 |
| Other contributions to plan in this plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 394990 |
| Plan net income in this plan year | 2024-07-12 | 666513 |
| Net assets as of the end of the plan year | 2024-07-12 | 3126441 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 2459928 |
| Value of contributions failed to transmitted timely | 2024-07-12 | 6122 |
| Employer contributions to plan in this plan year | 2024-07-12 | 88060 |
| Fees paid to broker by Benefit Provider | 2024-07-12 | 11203 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 2292 |
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