# Wilson Financial Solutions, INC. 401(k) Plan
Source: https://planprovider.pro/companies/wilson-financial-solutions-inc-401k-plan

> Wilson Financial Solutions, INC.'s 401(k) plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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