WILSON FINANCIAL 401(K) PLAN

[ EIN: 33-0194197 | Plan No. 001 ]

WILSON FINANCIAL 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by DENNIS W. WILSON INSURANCE AGENCY DBA WILSON FINANCIAL SERVICES. For the 2024 plan year, the plan had 11 participants and total assets of $22,861.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: DENNIS W. WILSON INSURANCE AGENCY DBA WILSON FINANCIAL SERVICES

Location: 12419 LEWIS STREET #101, GARDEN GROVE, CA 92840

EIN: 330194197

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $22,861

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