Sponsor portfolio
DAVID WILSEY, CPA
EIN 94-2427687Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$4.9M assets
Welfare
0
Participants
3
PO BOX 222238 - CARMEL, CA 93922831-625-1921
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DAVID WILSEY, CPA PROFIT SHARING PLAN | ProfitSharing | $4.9M | 3 | 2025 |
Retirement plans