Employers › Wilkinson Barker Knauer
Recordkeeping fees per participant · Wilkinson Barker Knauer LLP Profit Sharing Plan · plan year 2024
$151.69
Higher than 90% of the 5,847 plans $50 to 250M that report it.
= $24,271 / 160
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731103520NAL0006926640001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731103520NAL0006926640001, received 2025-07-31
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-31.
Administrative expenses excluding investment management, per participant
$154.39
Higher than 76% of the 8,758 plans $50 to 250M that report it.
= $24,703 / 160
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731103520NAL0006926640001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731103520NAL0006926640001, received 2025-07-31
Administrative expenses per participant
$492.56
Higher than 95% of the 9,042 plans $50 to 250M that report it.
= $78,809 / 160
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731103520NAL0006926640001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731103520NAL0006926640001, received 2025-07-31
Administrative expenses as a share of assets
0.117%
Higher than 43% of the 9,049 plans $50 to 250M that report it.
= $78,809 / $67,238,653
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731103520NAL0006926640001, received 2025-07-31
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731103520NAL0006926640001, received 2025-07-31
Employer contributions per participant
$10,209
Higher than 94% of the 9,105 plans $50 to 250M that report it.
= $1,633,448 / 160
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731103520NAL0006926640001, received 2025-07-31
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731103520NAL0006926640001, received 2025-07-31
Employer share of total contributions
38.8%
Higher than 75% of the 9,112 plans $50 to 250M that report it.
= $1,633,448 / $4,208,797
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731103520NAL0006926640001, received 2025-07-31
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731103520NAL0006926640001, received 2025-07-31
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250731103520NAL0006926640001, received 2025-07-31
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WILKINSON BARKER KNAUER, LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Plan name | WILKINSON BARKER KNAUER LLP PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Sponsor EIN / plan number | 52-1264167 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Sponsor location | WASHINGTON, DC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Industry (business code) | 541110, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Filing received | 2025-07-31 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Participants, beginning of year | 179 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Active participants | 123 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Participants, end of year | 175 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Participants with an account balance | 160 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total assets, beginning of year | $57,609,635 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total assets, end of year | $67,238,653 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Net assets, end of year | $67,238,653 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total income | $12,572,426 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Net income | $9,629,018 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Employer contributions | $1,633,448 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Participant contributions | $2,091,103 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Other contributions (incl. rollovers) | $484,246 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total contributions | $4,208,797 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Benefit payments | $2,864,598 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total expenses (incl. benefit payments) | $2,943,408 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Total administrative expenses | $78,809 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Recordkeeping fees | $24,271 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Investment advisory and management fees | $54,106 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Administrative expenses excluding investment management | $24,703 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Held in common/collective trusts | $28,208,268 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Held in mutual funds | $28,200,259 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250731103520NAL0006926640001, received 2025-07-31 |
| Independent auditor | BAKER TILLY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250731103520NAL0006926640001, received 2025-07-31 |
Position = column in the DOL layout for form year 2024. Filing 20250731103520NAL0006926640001, received 2025-07-31.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $54,106 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $31,519 | yes |
| EMPOWER FINANCIAL SERVICES, INC. | NONE | 59 Shareholder servicing fees; 63 Distribution (12b-1) fees; 33 Securities brokerage | $433 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250731103520NAL0006926640001, received 2025-07-31.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $57,609,635 | $67,238,653 | 16.7% |
| Participants with a balance | 164 | 160 | -2.4% |
| Administrative expenses | $65,920 | $78,809 | 19.6% |
| Recordkeeping fees per participant | not reported | $151.69 | |
| Employer contributions | $1,585,553 | $1,633,448 | 3.0% |
Prior filing 20241015113821NAL0029427297001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: WILKINSON BARKER KNAUER, LLP; SEC registrant: WILKINSON BARKER KNAUER LLP (CIK 1128947, matched by EIN).