Department of Labor filing

WOLF & COMPANY, P.C.

WOLF & COMPANY, P.C. 401(K) PLAN · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Jul 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

56filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$4,437

Reported employer contributions per active participant.

Higher than about 69% of comparable plans

#People in the filing

400

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$288 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 25% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202456out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions69th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense25th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, WOLF & COMPANY, P.C. reported $1,774,873 in employer contributions across the plan and 400 active participants. That works out to $4,437 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy72%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 33.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 2.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context56/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,774,873
Participant contributions: $3,999,556
Other contributions: $497,656
Employer share of reported contributions: 30.7%
Beginning assets: $59,840,421
Ending assets: $70,883,068
Ending net assets: $70,858,370
Ending liabilities: $24,698
Total income: $14,098,114
Total expenses: $3,057,060
Administrative expenses: $153,110
Participant loans: $382,177

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$3,335

2023

$3,887

2024

$4,437

Plan-paid administrative expenses per participant

2022

$295

2023

$309

2024

$288

Active participants

2022

367

2023

390

2024

400

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,437	400	70.9M	20260713141805NAL0000249683001
2023	$3,887	390	59.8M	20250710102050NAL0006476545001
2022	$3,335	367	47.5M	20240617141307NAL0003787218001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 042689883-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1996
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3B3D

Current plan terms

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Filing ACK_ID20260713141805NAL0000249683001

Data sourceDOL Form 5500 bulk data ↗

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