Wolfe Companies 401(K) Savings Plan — Form 5500 plan (Wolfe Plumbing, Inc.)
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 Companies 401(K) Savings Plan is a benefit plan reported by Wolfe Plumbing, Inc. under EIN 91-1752299 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $6,611,561 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wolfe Plumbing, Inc.
- EIN
- 91-1752299
- Plan number
- 001
- Plan type
- 2
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $6,611,561
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241002133715NAL0004832579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,611,561
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,611,561
- Net assets (BOY)
- $4,960,588
Income & contributions
- Employer contributions
- $367,243
- Participant contributions
- $619,006
- Total contributions
- $986,249
- Total income / additions
- $2,009,924
Expenses & distributions
- Benefits paid
- $357,856
- Administrative expenses
- $1,095
- Total expenses
- $358,951
- Net increase / (decrease)
- $1,650,973
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $1,080 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Allspring Global | NONE | $0 | $0 | 2023 |
| Hartford Mutual Funds | NONE | $0 | $0 | 2023 |
| Vanguard Group | NONE | $0 | $0 | 2023 |
| Voya | NONE | $0 | $0 | 2023 |
| Cohen & Steers Funds | NONE | $0 | $0 | 2023 |
| Alliance Bernstein | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wolfe Plumbing, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Everett, WA
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Allspring Global — Schedule C compensation
- Hartford Mutual Funds — Schedule C compensation
- Vanguard Group — Schedule C compensation
- Voya — Schedule C compensation
- Cohen & Steers Funds — Schedule C compensation
- Alliance Bernstein — Schedule C compensation