How big is Wilkinson and Associates LLC's plan?

Wilkinson and Associates LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250624113244NAL0017321074001

Wilkinson and Associates LLC

Name: Wilkinson and Associates LLC — Wilkinson &, Form 5500 (2024)
Creator: Wilkinson and Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilkinson & Associates LLC 401(k) Plan

401(k) retirement plan · Wilkinson and Associates LLC's Wilkinson & Associates LLC 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

KIM Wilkinson signed Wilkinson and Associates LLC's 2024 Form 5500 as plan administrator.

KIM Wilkinson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilkinson and Associates LLC's EIN is 20-8347100.

EIN 20-8347100

Plan number 001

Plan year 2024

ACK ID 20250624113244NAL0017321074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilkinson and Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilkinson and Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILKINSON AND ASSOCIATES LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score