Plain-English plan 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, Wolfe Financial, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Wolfe Financial Inc under EIN 26-2429669 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $4,900,331 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,900,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,900,331
- Net assets (BOY)
- $4,183,884
Income & contributions
- Employer contributions
- $104,588
- Participant contributions
- $411,176
- Total contributions
- $515,764
- Total income / additions
- $1,288,563
Expenses & distributions
- Benefits paid
- $530,302
- Administrative expenses
- $16,300
- Total expenses
- $572,116
- Net increase / (decrease)
- $716,447