Plan Snapshot
- Plan Sponsor: Wilkinson And Clements PA
- Sponsor EIN: 161629191
- Sponsor Address: 8833 PERIMETER PARK BLVD STE 1104, JACKSONVILLE, FL, 322161114
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 12
- Total Assets: $805,545
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $805,545 | $0 | $0 |
| 2024 | 13 | $661,514 | $7,076 | $38,228 |
| 2023 | 13 | $557,978 | $11,172 | $42,193 |
| 2022 | 14 | $448,060 | $11,061 | $38,743 |
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