Wakefield & Kirkpatrick PLLC
Plan context: Wakefield & Kirkpatrick 401(K) Plan
EIN 84-1996943 • Kenmore, WA • 5 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
15
2025 Assets
$584,329
2025 Contributions
$130,905
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 15 | $584,329 | $130,905 | $8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%. |
| Wakefield & Kirkpatrick 401(K) Plan | - | 15 | $584,329 | $130,905 | $8,727iApproximate average salary by contribution assumption: employee only about $218,175 at 4% or $145,450 at 6%; with 50% employer match about $145,450 at 4% or $96,967 at 6%; with 100% employer match about $109,088 at 4% or $72,725 at 6%. |
| 2024 | 1 | 12 | $398,594 | $127,099 | $10,592iApproximate average salary by contribution assumption: employee only about $264,790 at 4% or $176,526 at 6%; with 50% employer match about $176,526 at 4% or $117,684 at 6%; with 100% employer match about $132,395 at 4% or $88,263 at 6%. |
| Wakefield & Kirkpatrick 401(K) Plan | - | 12 | $398,594 | $127,099 | $10,592iApproximate average salary by contribution assumption: employee only about $264,790 at 4% or $176,526 at 6%; with 50% employer match about $176,526 at 4% or $117,684 at 6%; with 100% employer match about $132,395 at 4% or $88,263 at 6%. |
| 2023 | 1 | 11 | $237,395 | $103,211 | $9,383iApproximate average salary by contribution assumption: employee only about $234,570 at 4% or $156,380 at 6%; with 50% employer match about $156,380 at 4% or $104,254 at 6%; with 100% employer match about $117,285 at 4% or $78,190 at 6%. |
| Wakefield & Kirkpatrick 401(K) Plan | - | 11 | $237,395 | $103,211 | $9,383iApproximate average salary by contribution assumption: employee only about $234,570 at 4% or $156,380 at 6%; with 50% employer match about $156,380 at 4% or $104,254 at 6%; with 100% employer match about $117,285 at 4% or $78,190 at 6%. |
| 2022 | 1 | 10 | $107,884 | $92,108 | $9,211iApproximate average salary by contribution assumption: employee only about $230,270 at 4% or $153,513 at 6%; with 50% employer match about $153,513 at 4% or $102,342 at 6%; with 100% employer match about $115,135 at 4% or $76,757 at 6%. |
| Wakefield & Kirkpatrick 401(K) Plan | - | 10 | $107,884 | $92,108 | $9,211iApproximate average salary by contribution assumption: employee only about $230,270 at 4% or $153,513 at 6%; with 50% employer match about $153,513 at 4% or $102,342 at 6%; with 100% employer match about $115,135 at 4% or $76,757 at 6%. |
| 2021 | 1 | 10 | $23,886 | $23,216 | $2,322iApproximate average salary by contribution assumption: employee only about $58,040 at 4% or $38,693 at 6%; with 50% employer match about $38,693 at 4% or $25,796 at 6%; with 100% employer match about $29,020 at 4% or $19,347 at 6%. |
| Wakefield & Kirkpatrick 401(K) Plan | - | 10 | $23,886 | $23,216 | $2,322iApproximate average salary by contribution assumption: employee only about $58,040 at 4% or $38,693 at 6%; with 50% employer match about $38,693 at 4% or $25,796 at 6%; with 100% employer match about $29,020 at 4% or $19,347 at 6%. |