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Sponsor portfolio

DAVID WILSON

EIN 95-4822397-motion pictures and film-Latest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
6
1508 17TH STREET - SANTA MONICA, CA 90404310-391-0488davidpwilson.comLinkedIn1-10 employeesmotion pictures and film
Plans on this EIN
2 filings
#002401k-$5.1M - 4 part#001TraditionalDB-$1.7M - 2 part

Retirement portfolio analytics

2 plans aggregated / $6.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • PROFIT SHARING PLAN (#002)75%
  • DEFINED BENEFIT PENSION (#001)25%
Total $6.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • DEFINED BENEFIT PENSION (#001)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

DAVID WILSON 401(K) PROFIT SHARING PLAN

401k

Assets$5.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

DAVID WILSON DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DAVID WILSON 401(K) PROFIT SHARING PLAN401k$5.1M42024
001DAVID WILSON DEFINED BENEFIT PENSION PLANTraditionalDB$1.7M22025
Retirement plans
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