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| Company Name: | WOLFE FINANCIAL MANAGEMENT LLC |
| Employer identification number (EIN): | 260010294 |
| NAIC Classification: | 541219 |
| NAIC Description: | Other Accounting Services |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
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| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-09-30 | |||||
| Date | Description |
|---|---|
| 2024-06-10 | 260010294 Change of name detected from WOLFE FINANCIAL GROUP to WOLFE FINANCIAL MANAGEMENT LLC |
| 2024-06-10 | 260010294 Change of plan name detected from WOLFE FINANCIAL GROUP 401K PLAN to WOLFE FINANCIAL MANAGEMENT 401K PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | WOLFE FINANCIAL MANAGEMENT 401K PLAN | 2017-02-01 | 2017-02-01 |
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