Wilson Financial Solutions Inc.
Plan context: Wilson Financial Solutions Inc. Retirement Plan
EIN 26-1789815 • 4 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$160,058
2024 Contributions
$41,555
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $160,058 | $41,555 | $20,778iApproximate average salary by contribution assumption: employee only about $519,438 at 4% or $346,292 at 6%; with 50% employer match about $346,292 at 4% or $230,861 at 6%; with 100% employer match about $259,719 at 4% or $173,146 at 6%. |
| Wilson Financial Solutions Inc. Retirement Plan | - | 2 | $160,058 | $41,555 | $20,778iApproximate average salary by contribution assumption: employee only about $519,438 at 4% or $346,292 at 6%; with 50% employer match about $346,292 at 4% or $230,861 at 6%; with 100% employer match about $259,719 at 4% or $173,146 at 6%. |
| 2023 | 1 | 2 | $114,348 | $41,944 | $20,972iApproximate average salary by contribution assumption: employee only about $524,300 at 4% or $349,533 at 6%; with 50% employer match about $349,533 at 4% or $233,022 at 6%; with 100% employer match about $262,150 at 4% or $174,767 at 6%. |
| Wilson Financial Solutions Inc. Retirement Plan | - | 2 | $114,348 | $41,944 | $20,972iApproximate average salary by contribution assumption: employee only about $524,300 at 4% or $349,533 at 6%; with 50% employer match about $349,533 at 4% or $233,022 at 6%; with 100% employer match about $262,150 at 4% or $174,767 at 6%. |
| 2022 | 1 | 2 | $60,570 | $35,192 | $17,596iApproximate average salary by contribution assumption: employee only about $439,900 at 4% or $293,267 at 6%; with 50% employer match about $293,267 at 4% or $195,511 at 6%; with 100% employer match about $219,950 at 4% or $146,633 at 6%. |
| Wilson Financial Solutions Inc. Retirement Plan | - | 2 | $60,570 | $35,192 | $17,596iApproximate average salary by contribution assumption: employee only about $439,900 at 4% or $293,267 at 6%; with 50% employer match about $293,267 at 4% or $195,511 at 6%; with 100% employer match about $219,950 at 4% or $146,633 at 6%. |
| 2021 | 1 | 2 | $29,792 | $28,563 | $14,282iApproximate average salary by contribution assumption: employee only about $357,038 at 4% or $238,025 at 6%; with 50% employer match about $238,025 at 4% or $158,683 at 6%; with 100% employer match about $178,519 at 4% or $119,013 at 6%. |
| Wilson Financial Solutions Inc. Retirement Plan | - | 2 | $29,792 | $28,563 | $14,282iApproximate average salary by contribution assumption: employee only about $357,038 at 4% or $238,025 at 6%; with 50% employer match about $238,025 at 4% or $158,683 at 6%; with 100% employer match about $178,519 at 4% or $119,013 at 6%. |