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WILKES ARTIS, CHARTERED — WILKES ARTIS, CHARTERED PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250814101707NAL0009533041001
WILKES ARTIS, CHARTERED
Form 5500-SF
FILING_RECEIVED
WILKES ARTIS, CHARTERED PROFIT SHARING PLAN
401(k) retirement plan
Active participants
41
Accounts w/ balance
63
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILKES ARTIS, CHARTERED
.
Find decision makers
Plan sponsor
Name
WILKES ARTIS, CHARTERED
EIN
52-1261435
Address
1875 I STREET N.W., SUITE 600 · WASHINGTON, DC · 20006
Phone
(202) 457-7815
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
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Trustee phone
—
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