2023 Form 5500 filing — Wolfe Companies 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241002133715NAL0004832579001) for Wolfe Companies 401(K) Savings Plan, reported by Wolfe Plumbing, Inc. under EIN 91-1752299 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002133715NAL0004832579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolfe Plumbing, Inc.
- EIN
- 91-1752299
- Plan number
- 001
- Location
- Everett, WA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,611,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,611,561
- Employer contributions
- $367,243
- Participant contributions
- $619,006
- Total income / additions
- $2,009,924
- Benefits paid
- $357,856
- Administrative expenses
- $1,095
- Total expenses
- $358,951
- Net increase / (decrease)
- $1,650,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,080 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Allspring Global | NONE | $0 | $0 |
| Hartford Mutual Funds | NONE | $0 | $0 |
| Vanguard Group | NONE | $0 | $0 |
| Voya | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Alliance Bernstein | NONE | $0 | $0 |