Plan Snapshot
- Plan Sponsor: Wilson Financial Solutions, INC.
- Sponsor EIN: 261789815
- Sponsor Address: 41468 COUNTRYSIDE CIR, PARKER, CO, 80138
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $160,058
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $160,058 | $8,459 | $33,096 |
| 2023 | 2 | $114,348 | $9,144 | $32,800 |
| 2022 | 2 | $60,570 | $6,392 | $28,800 |