Plan Snapshot
- Plan Sponsor: Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,
- Sponsor EIN: 350902122
- Sponsor Address: 333 OHIO STREET, TERRE HAUTE, IN, 47807
- Plan Type: 401(k)
- Total Participants: 15
- Total Assets: $8.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|
| 2024 | 15 | $8.5M | $206,796 | $183,615 |
| 2023 | 17 | $8.8M | $231,045 | $170,039 |
| 2022 | 20 | $8.3M | $361,408 | $153,680 |