Wilson-Kilpatrick, LLC DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Wilson-Kilpatrick, LLC
  • Sponsor EIN: 753138692
  • Sponsor Address: 6501 SW HAMILTON WAY, PORTLAND, OR, 972251916
  • Plan Type: DC
  • Total Participants: 0
  • Total Assets: $0

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$0$14,367$50,559
202340$402,320$22,755$82,743
202243$251,642$24,346$113,562

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