WILSON & ASSOCIATES LLC
Plan context: WILSON & ASSOCIATES LLC SAFE HARBOR 401(K) PLAN
EIN 88-3991863 • Omaha, NE • 3 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$3,397,890
2025 Contributions
$194,168
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $3,397,890 | $194,168 | $24,271iApproximate average salary by contribution assumption: employee only about $606,775 at 4% or $404,517 at 6%; with 50% employer match about $404,517 at 4% or $269,678 at 6%; with 100% employer match about $303,388 at 4% or $202,258 at 6%. |
| WILSON & ASSOCIATES LLC SAFE HARBOR 401(K) PLAN | - | 8 | $3,397,890 | $194,168 | $24,271iApproximate average salary by contribution assumption: employee only about $606,775 at 4% or $404,517 at 6%; with 50% employer match about $404,517 at 4% or $269,678 at 6%; with 100% employer match about $303,388 at 4% or $202,258 at 6%. |
| 2024 | 1 | 8 | $2,844,045 | $187,141 | $23,393iApproximate average salary by contribution assumption: employee only about $584,816 at 4% or $389,877 at 6%; with 50% employer match about $389,877 at 4% or $259,918 at 6%; with 100% employer match about $292,408 at 4% or $194,939 at 6%. |
| WILSON & ASSOCIATES LLC SAFE HARBOR 401(K) PLAN | - | 8 | $2,844,045 | $187,141 | $23,393iApproximate average salary by contribution assumption: employee only about $584,816 at 4% or $389,877 at 6%; with 50% employer match about $389,877 at 4% or $259,918 at 6%; with 100% employer match about $292,408 at 4% or $194,939 at 6%. |
| 2023 | 1 | 6 | $2,396,261 | $2,134,036 | $355,673iApproximate average salary by contribution assumption: employee only about $8,891,817 at 4% or $5,927,878 at 6%; with 50% employer match about $5,927,878 at 4% or $3,951,919 at 6%; with 100% employer match about $4,445,908 at 4% or $2,963,939 at 6%. |
| WILSON & ASSOCIATES LLC SAFE HARBOR 401(K) PLAN | - | 6 | $2,396,261 | $2,134,036 | $355,673iApproximate average salary by contribution assumption: employee only about $8,891,817 at 4% or $5,927,878 at 6%; with 50% employer match about $5,927,878 at 4% or $3,951,919 at 6%; with 100% employer match about $4,445,908 at 4% or $2,963,939 at 6%. |