How big is Wilkinson & Associates, Inc.'s plan?

Wilkinson & Associates, Inc.'s plan reported $1.8M in assets and 20 participants for 2024.

Original filing (PDF)20250627122409NAL0014156976001

Wilkinson & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wilkinson & Associates, Inc. 401(k) Plan

401(k) retirement plan · Wilkinson & Associates, Inc.'s Wilkinson & Associates, Inc. 401(k) Plan held $1.8M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Wilkinson & Associates, Inc.'s EIN is 23-2893009.

EIN 23-2893009

Plan number 001

Plan year 2024

ACK ID 20250627122409NAL0014156976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilkinson & Associates, Inc.'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 & ASSOCIATES, INC..

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Plan health score

Above-average plan

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

Knocking points off