How big is Wilkinson Barre, LLC's plan?

Wilkinson Barre, LLC's plan reported $13K in assets and 1 participants for 2023.

Original filing (PDF)20240611075345NAL0027456977001

Wilkinson Barre, LLC

Name: Wilkinson Barre, LLC — XBA 401(k) Plan, Form 5500 (2023)
Creator: Wilkinson Barre, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

XBA 401(k) Plan

401(k) retirement plan · Wilkinson Barre, LLC's XBA 401(k) Plan held $13K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Heath Wilkinson signed Wilkinson Barre, LLC's 2023 Form 5500 as plan administrator.

Heath 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 Barre, LLC's EIN is 81-0746568.

EIN 81-0746568

Plan number 001

Plan year 2023

ACK ID 20240611075345NAL0027456977001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wilkinson Barre, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wilkinson Barre, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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