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THE WILSON FIRM 401(K) PLAN 401k Plan overview

Plan NameTHE WILSON FIRM 401(K) PLAN
Plan identification number 001

THE WILSON FIRM 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WILSON FIRM, PLLC has sponsored the creation of one or more 401k plans.

Company Name:THE WILSON FIRM, PLLC
Employer identification number (EIN):461694684
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILSON FIRM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-14
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-05-23

Financial Data on THE WILSON FIRM 401(K) PLAN

Measure Date Value
2025 : THE WILSON FIRM 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-152941
Net assets as of the end of the plan year2025-04-15136909
Total assets as of the beginning of the plan year2025-04-1590830
Value of plan covered by a fidelity bond2025-04-15917471694
Participant contributions to plan in this plan year2025-04-1526037
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1512974
Plan net income in this plan year2025-04-1546079
Net assets as of the end of the plan year2025-04-15136909
Net assets as of the beginning of the plan year2025-04-1590830
Value of contributions failed to transmitted timely2025-04-152831
Employer contributions to plan in this plan year2025-04-1510009
Fees paid to broker by Benefit Provider2025-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15709
2024 : THE WILSON FIRM 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-140
Total liabilities as of the end of the plan year2024-05-140
Total liabilities as of the beginning of the plan year2024-05-140
Total expenses incurred by plan in this plan year2024-05-1420631
Net assets as of the end of the plan year2024-05-1490830
Total assets as of the beginning of the plan year2024-05-1460505
Value of plan covered by a fidelity bond2024-05-14705050000
Participant contributions to plan in this plan year2024-05-1427410
Other expenses paid from plan in this plan year2024-05-140
Other contributions to plan in this plan year2024-05-140
Other income to plan in this plan year2024-05-1412731
Plan net income in this plan year2024-05-1430325
Net assets as of the end of the plan year2024-05-1490830
Net assets as of the beginning of the plan year2024-05-1460505
Value of contributions failed to transmitted timely2024-05-140
Employer contributions to plan in this plan year2024-05-1410815
Fees paid to broker by Benefit Provider2024-05-140
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-14445
2022 : THE WILSON FIRM 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total liabilities as of the beginning of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2346
Net assets as of the end of the plan year2022-05-2335451
Total assets as of the beginning of the plan year2022-05-230
Value of plan covered by a fidelity bond2022-05-23336000000
Participant contributions to plan in this plan year2022-05-2324120
Other expenses paid from plan in this plan year2022-05-230
Other contributions to plan in this plan year2022-05-230
Other income to plan in this plan year2022-05-231981
Plan net income in this plan year2022-05-2335451
Net assets as of the end of the plan year2022-05-2335451
Net assets as of the beginning of the plan year2022-05-230
Value of contributions failed to transmitted timely2022-05-23893
Employer contributions to plan in this plan year2022-05-239396
Fees paid to broker by Benefit Provider2022-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2346

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