Plan Snapshot
- Plan Sponsor: Wilson-Kilpatrick, LLC
- Sponsor EIN: 753138692
- Sponsor Address: 6501 SW HAMILTON WAY, PORTLAND, OR, 972251916
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $402,320
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 40 | $402,320 | $22,755 | $82,743 |
| 2022 | 43 | $251,642 | $24,346 | $113,562 |