Wilson Financial Advisors, Inc.

Salt Lake City, UT

Utah

Registered In

01/06/1987

Incorp. Date

Company Summary

Wilson Financial Advisors, Inc. at 230 S 500 E STE 120, Salt Lake City, Ut 84102 lists Wilson Financial Advisors of Salt Lake City, UT.

Wilson Financial Advisors Registered Agent

230 S 500 E STE 120, SALT LAKE CITY, UT 84102

230 S 500 E STE 120, SALT LAKE CITY, UT 84102 View Map

Form 5500

230 South 500 East, Suite 120, Salt Lake City, Ut 84102 (801) 355-5210 EIN:87-0441589 Plan Admin:Kent L. Wilson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWILSON FINANCIAL ADVISORS, INC. PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$670,822 / $641,253	2022	WILSON FINANCIAL ADVISORS, INC. PSP - Plan #001	2 / 2	$670,822 / $641,253
2021	Plan NameWILSON FINANCIAL ADVISORS, INC PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$536,872 / $670,822	2021	WILSON FINANCIAL ADVISORS, INC PSP - Plan #001	2 / 2	$536,872 / $670,822
2020	Plan NameWILSON FINANCIAL ADVISORS, INC PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$470,437 / $536,872	2020	WILSON FINANCIAL ADVISORS, INC PSP - Plan #001	2 / 2	$470,437 / $536,872
2019	Plan NameWILSON FINANCIAL ADVISORS, INC PSP Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$364,400 / $470,437	2019	WILSON FINANCIAL ADVISORS, INC PSP - Plan #001	2 / 2	$364,400 / $470,437

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Wilson Financial Advisors, Inc. Registered in Florida	Palm Beach Gardens, FL Boynton Beach, FL		View Report

Address Match:230 S 500 E Ste 120 Salt Lake City, UT

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Address Match:230 S 500 E Salt Lake City, UT

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Person/City Match:Wilson Financial Advisors - Salt Lake City, UT

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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor

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