Wilkes & Warner PLLC
Plan context: Wilkes & Warner PLLC 401(K) Plan
EIN 37-1520606 • Lexington, KY • 19 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$5,021,929
2024 Contributions
$80,116
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 12 | $5,021,929 | $80,116 | $6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $5,021,929 | $80,116 | $6,676iApproximate average salary by contribution assumption: employee only about $166,908 at 4% or $111,272 at 6%; with 50% employer match about $111,272 at 4% or $74,181 at 6%; with 100% employer match about $83,454 at 4% or $55,636 at 6%. |
| 2023 | 1 | 12 | $4,583,586 | $82,212 | $6,851iApproximate average salary by contribution assumption: employee only about $171,275 at 4% or $114,183 at 6%; with 50% employer match about $114,183 at 4% or $76,122 at 6%; with 100% employer match about $85,638 at 4% or $57,092 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $4,583,586 | $82,212 | $6,851iApproximate average salary by contribution assumption: employee only about $171,275 at 4% or $114,183 at 6%; with 50% employer match about $114,183 at 4% or $76,122 at 6%; with 100% employer match about $85,638 at 4% or $57,092 at 6%. |
| 2022 | 1 | 12 | $4,412,711 | $76,516 | $6,376iApproximate average salary by contribution assumption: employee only about $159,408 at 4% or $106,272 at 6%; with 50% employer match about $106,272 at 4% or $70,848 at 6%; with 100% employer match about $79,704 at 4% or $53,136 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $4,412,711 | $76,516 | $6,376iApproximate average salary by contribution assumption: employee only about $159,408 at 4% or $106,272 at 6%; with 50% employer match about $106,272 at 4% or $70,848 at 6%; with 100% employer match about $79,704 at 4% or $53,136 at 6%. |
| 2021 | 1 | 12 | $4,982,568 | $60,069 | $5,006iApproximate average salary by contribution assumption: employee only about $125,144 at 4% or $83,429 at 6%; with 50% employer match about $83,429 at 4% or $55,619 at 6%; with 100% employer match about $62,572 at 4% or $41,715 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $4,982,568 | $60,069 | $5,006iApproximate average salary by contribution assumption: employee only about $125,144 at 4% or $83,429 at 6%; with 50% employer match about $83,429 at 4% or $55,619 at 6%; with 100% employer match about $62,572 at 4% or $41,715 at 6%. |
| 2020 | 1 | 13 | $4,467,138 | $171,115 | $13,163iApproximate average salary by contribution assumption: employee only about $329,067 at 4% or $219,378 at 6%; with 50% employer match about $219,378 at 4% or $146,252 at 6%; with 100% employer match about $164,534 at 4% or $109,689 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 13 | $4,467,138 | $171,115 | $13,163iApproximate average salary by contribution assumption: employee only about $329,067 at 4% or $219,378 at 6%; with 50% employer match about $219,378 at 4% or $146,252 at 6%; with 100% employer match about $164,534 at 4% or $109,689 at 6%. |
| 2019 | 1 | 14 | $3,796,165 | $142,247 | $10,161iApproximate average salary by contribution assumption: employee only about $254,013 at 4% or $169,342 at 6%; with 50% employer match about $169,342 at 4% or $112,894 at 6%; with 100% employer match about $127,006 at 4% or $84,671 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 14 | $3,796,165 | $142,247 | $10,161iApproximate average salary by contribution assumption: employee only about $254,013 at 4% or $169,342 at 6%; with 50% employer match about $169,342 at 4% or $112,894 at 6%; with 100% employer match about $127,006 at 4% or $84,671 at 6%. |
| 2018 | 1 | 13 | $3,150,368 | $159,081 | $12,237iApproximate average salary by contribution assumption: employee only about $305,925 at 4% or $203,950 at 6%; with 50% employer match about $203,950 at 4% or $135,967 at 6%; with 100% employer match about $152,963 at 4% or $101,975 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 13 | $3,150,368 | $159,081 | $12,237iApproximate average salary by contribution assumption: employee only about $305,925 at 4% or $203,950 at 6%; with 50% employer match about $203,950 at 4% or $135,967 at 6%; with 100% employer match about $152,963 at 4% or $101,975 at 6%. |
| 2017 | 1 | 11 | $4,299,673 | $154,595 | $14,054iApproximate average salary by contribution assumption: employee only about $351,352 at 4% or $234,235 at 6%; with 50% employer match about $234,235 at 4% or $156,157 at 6%; with 100% employer match about $175,676 at 4% or $117,117 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 11 | $4,299,673 | $154,595 | $14,054iApproximate average salary by contribution assumption: employee only about $351,352 at 4% or $234,235 at 6%; with 50% employer match about $234,235 at 4% or $156,157 at 6%; with 100% employer match about $175,676 at 4% or $117,117 at 6%. |
| 2016 | 1 | 11 | $3,930,522 | $141,927 | $12,902iApproximate average salary by contribution assumption: employee only about $322,561 at 4% or $215,041 at 6%; with 50% employer match about $215,041 at 4% or $143,361 at 6%; with 100% employer match about $161,281 at 4% or $107,520 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 11 | $3,930,522 | $141,927 | $12,902iApproximate average salary by contribution assumption: employee only about $322,561 at 4% or $215,041 at 6%; with 50% employer match about $215,041 at 4% or $143,361 at 6%; with 100% employer match about $161,281 at 4% or $107,520 at 6%. |
| 2015 | 1 | 13 | $3,695,567 | $133,452 | $10,266iApproximate average salary by contribution assumption: employee only about $256,638 at 4% or $171,092 at 6%; with 50% employer match about $171,092 at 4% or $114,062 at 6%; with 100% employer match about $128,319 at 4% or $85,546 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 13 | $3,695,567 | $133,452 | $10,266iApproximate average salary by contribution assumption: employee only about $256,638 at 4% or $171,092 at 6%; with 50% employer match about $171,092 at 4% or $114,062 at 6%; with 100% employer match about $128,319 at 4% or $85,546 at 6%. |
| 2014 | 1 | 13 | $3,507,476 | $212,930 | $16,379iApproximate average salary by contribution assumption: employee only about $409,481 at 4% or $272,987 at 6%; with 50% employer match about $272,987 at 4% or $181,991 at 6%; with 100% employer match about $204,740 at 4% or $136,494 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 13 | $3,507,476 | $212,930 | $16,379iApproximate average salary by contribution assumption: employee only about $409,481 at 4% or $272,987 at 6%; with 50% employer match about $272,987 at 4% or $181,991 at 6%; with 100% employer match about $204,740 at 4% or $136,494 at 6%. |
| 2013 | 1 | 15 | $3,189,850 | $160,960 | $10,731iApproximate average salary by contribution assumption: employee only about $268,267 at 4% or $178,844 at 6%; with 50% employer match about $178,844 at 4% or $119,230 at 6%; with 100% employer match about $134,133 at 4% or $89,422 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 15 | $3,189,850 | $160,960 | $10,731iApproximate average salary by contribution assumption: employee only about $268,267 at 4% or $178,844 at 6%; with 50% employer match about $178,844 at 4% or $119,230 at 6%; with 100% employer match about $134,133 at 4% or $89,422 at 6%. |
| 2012 | 1 | 13 | $2,697,874 | $144,290 | $11,099iApproximate average salary by contribution assumption: employee only about $277,481 at 4% or $184,987 at 6%; with 50% employer match about $184,987 at 4% or $123,325 at 6%; with 100% employer match about $138,740 at 4% or $92,494 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 13 | $2,697,874 | $144,290 | $11,099iApproximate average salary by contribution assumption: employee only about $277,481 at 4% or $184,987 at 6%; with 50% employer match about $184,987 at 4% or $123,325 at 6%; with 100% employer match about $138,740 at 4% or $92,494 at 6%. |
| 2011 | 1 | 12 | $2,406,477 | $138,654 | $11,555iApproximate average salary by contribution assumption: employee only about $288,863 at 4% or $192,575 at 6%; with 50% employer match about $192,575 at 4% or $128,383 at 6%; with 100% employer match about $144,431 at 4% or $96,288 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $2,406,477 | $138,654 | $11,555iApproximate average salary by contribution assumption: employee only about $288,863 at 4% or $192,575 at 6%; with 50% employer match about $192,575 at 4% or $128,383 at 6%; with 100% employer match about $144,431 at 4% or $96,288 at 6%. |
| 2010 | 1 | 11 | $2,391,184 | $119,961 | $10,906iApproximate average salary by contribution assumption: employee only about $272,639 at 4% or $181,759 at 6%; with 50% employer match about $181,759 at 4% or $121,173 at 6%; with 100% employer match about $136,319 at 4% or $90,880 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 11 | $2,391,184 | $119,961 | $10,906iApproximate average salary by contribution assumption: employee only about $272,639 at 4% or $181,759 at 6%; with 50% employer match about $181,759 at 4% or $121,173 at 6%; with 100% employer match about $136,319 at 4% or $90,880 at 6%. |
| 2009 | 1 | 12 | $1,973,954 | $162,281 | $13,523iApproximate average salary by contribution assumption: employee only about $338,085 at 4% or $225,390 at 6%; with 50% employer match about $225,390 at 4% or $150,260 at 6%; with 100% employer match about $169,043 at 4% or $112,695 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 12 | $1,973,954 | $162,281 | $13,523iApproximate average salary by contribution assumption: employee only about $338,085 at 4% or $225,390 at 6%; with 50% employer match about $225,390 at 4% or $150,260 at 6%; with 100% employer match about $169,043 at 4% or $112,695 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Wilkes & Warner PLLC 401(K) Plan | - | 0 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Wilkes & Warner PLLC 401(K) Plan | - | 8 | - | - | - |
| 2006 | 1 | 10 | $1,691,889 | $22,765 | $2,277iApproximate average salary by contribution assumption: employee only about $56,913 at 4% or $37,942 at 6%; with 50% employer match about $37,942 at 4% or $25,294 at 6%; with 100% employer match about $28,456 at 4% or $18,971 at 6%. |
| Wilkes & Warner PLLC 401(K) Plan | - | 10 | $1,691,889 | $22,765 | $2,277iApproximate average salary by contribution assumption: employee only about $56,913 at 4% or $37,942 at 6%; with 50% employer match about $37,942 at 4% or $25,294 at 6%; with 100% employer match about $28,456 at 4% or $18,971 at 6%. |