Wilson Consulting Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wilson Consulting Group, LLC
  • Sponsor EIN: 464493272
  • Sponsor Address: 211 DECOVERLY DR, GAITHERSBURG, MD, 20878
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $19,140

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$19,140$165$189
20243$19,562$210$210
20232$18,607$2,649$2,649
20222$23,069$5,609$5,609
20211$14,896$150$225

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