THE WILSON GROUP, LLC, KW23 has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : THE WILSON GROUP 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-09 | 225616 |
| Net assets as of the end of the plan year | 2025-09-09 | 1291713 |
| Total assets as of the beginning of the plan year | 2025-09-09 | 1220040 |
| Value of plan covered by a fidelity bond | 2025-09-09 | 122004 |
| Participant contributions to plan in this plan year | 2025-09-09 | 88173 |
| Value of participant loans at end of plan year | 2025-09-09 | 36342 |
| Other income to plan in this plan year | 2025-09-09 | 163853 |
| Plan net income in this plan year | 2025-09-09 | 71673 |
| Net assets as of the end of the plan year | 2025-09-09 | 1291713 |
| Net assets as of the beginning of the plan year | 2025-09-09 | 1220040 |
| Employer contributions to plan in this plan year | 2025-09-09 | 45263 |
| Fees paid to broker by Benefit Provider | 2025-09-09 | 5982 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-09 | 950 |
| 2024 : THE WILSON GROUP 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 291984 |
| Net assets as of the end of the plan year | 2024-09-30 | 1220040 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 1162629 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 122004 |
| Participant contributions to plan in this plan year | 2024-09-30 | 103728 |
| Value of participant loans at end of plan year | 2024-09-30 | 36012 |
| Other contributions to plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 184631 |
| Plan net income in this plan year | 2024-09-30 | 57411 |
| Net assets as of the end of the plan year | 2024-09-30 | 1220040 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 1162629 |
| Employer contributions to plan in this plan year | 2024-09-30 | 61036 |
| Fees paid to broker by Benefit Provider | 2024-09-30 | 5504 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 1000 |
| 2022 : THE WILSON GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-29 | 108664 |
| Net assets as of the end of the plan year | 2022-09-29 | 1131209 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 876430 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 100000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 129403 |
| Value of participant loans at end of plan year | 2022-09-29 | 10748 |
| Other contributions to plan in this plan year | 2022-09-29 | 7306 |
| Other income to plan in this plan year | 2022-09-29 | 157952 |
| Plan net income in this plan year | 2022-09-29 | 254779 |
| Net assets as of the end of the plan year | 2022-09-29 | 1131209 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 876430 |
| Employer contributions to plan in this plan year | 2022-09-29 | 68782 |
| Fees paid to broker by Benefit Provider | 2022-09-29 | 3606 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-29 | 4399 |
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