WILSON & ASSOCIATES CPAS RETIREMENT TRUST

[ EIN: 33-0559777 | Plan No. 001 ]

Form 5500 records indicate that WILSON & ASSOCIATES CPAS RETIREMENT TRUST is a 401(k) plan sponsored by WILSON & ASSOCIATES CPAS. The plan is classified as a Small Plan with 5 participants and assets totaling $58,059 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: WILSON & ASSOCIATES CPAS

Location: 3525 FOURTH AVENUE, SAN DIEGO, CA 92103

EIN: 330559777

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $58,059

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