# Wilkinson, Goeller, Modesitt, Wilkinson & Drummy, 401(k) Plan
Source: https://planprovider.pro/companies/wilkinson-goeller-modesitt-wilkinson-drummy-plan

> Wilkinson, Goeller, Modesitt, Wilkinson & Drummy,'s 401(k) plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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