Plan5500

Bart Wolfe — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bart Wolfe (EIN 86-6457349) is a plan sponsor located in Plandome, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
86-6457349
Location
Plandome, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Bart Wolfe

  • 1 loaded plans hold $4.1M in reported assets.
  • The largest, Bart Wolfe Retirement Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.1MSummed across loaded plans$4,096,986
Total reported assets$4.1M$4,096,986
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$4.1MLiabilities$0
Contributions & income
Employer contributions$312.9K
Participant contributions$0
Total income / additions$60.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$60.5K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Bart Wolfe Retirement Plan And Trust
Participants per plan4Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Bart Wolfe Retirement Plan And Trust$4.1M
    Plan #001 · 4 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Bart Wolfe. Open one for its full reported snapshot.

  1. 2023
    Bart Wolfe Retirement Plan And Trust4 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Bart Wolfe report on Form 5500?
Bart Wolfe (EIN 86-6457349) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Bart Wolfe?
The Employer Identification Number (EIN) reported for Bart Wolfe is 86-6457349.
What is the latest Form 5500 filing year for Bart Wolfe?
The latest loaded Form 5500 filing year for Bart Wolfe is 2023.

Related Form 5500 pages