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 Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Wolfe Clinic, P.C. under EIN 42-0954581 and plan number 003. The latest loaded filing year is 2023. The filing reports 713 participants and $87,197,521 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,197,521
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,197,521
- Net assets (BOY)
- $78,991,238
Income & contributions
- Employer contributions
- $2,314,024
- Participant contributions
- $2,810,625
- Total contributions
- $7,604,706
- Total income / additions
- $17,821,649
Expenses & distributions
- Benefits paid
- $9,469,576
- Administrative expenses
- $135,474
- Total expenses
- $9,615,366
- Net increase / (decrease)
- $8,206,283