401k Plan data: WOLFE FINANCIAL MANAGEMENT 401K PLAN plan

WOLFE FINANCIAL MANAGEMENT 401K PLAN 401k Plan overview

Plan Name	WOLFE FINANCIAL MANAGEMENT 401K PLAN
Plan identification number	001

WOLFE FINANCIAL MANAGEMENT 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WOLFE FINANCIAL MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: WOLFE FINANCIAL MANAGEMENT LLC

Employer identification number (EIN): 260010294

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFE FINANCIAL MANAGEMENT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JOAN WOLFE 2024-06-10
001 2022-01-01 JOAN WOLFE 2023-05-31
001 2021-01-01 JOAN WOLFE 2022-04-01
001 2020-01-01 JOAN WOLFE 2021-04-07
001 2019-01-01 JOAN WOLFE 2020-05-12
001 2018-01-01 JOAN WOLFE 2019-06-04
001 2017-02-01 JOAN WOLFE 2018-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	JOAN WOLFE	2024-06-10
001	2022-01-01	JOAN WOLFE	2023-05-31
001	2021-01-01	JOAN WOLFE	2022-04-01
001	2020-01-01	JOAN WOLFE	2021-04-07
001	2019-01-01	JOAN WOLFE	2020-05-12
001	2018-01-01	JOAN WOLFE	2019-06-04
001	2017-02-01	JOAN WOLFE	2018-06-14

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Company Name:	WOLFE FINANCIAL MANAGEMENT LLC
Employer identification number (EIN):	260010294
NAIC Classification:	541219
NAIC Description:	Other Accounting Services