How big is Richard E. Wolfert, DMD's plan?

Richard E. Wolfert, DMD's plan reported $2.2M in assets and 6 participants for 2025.

Original filing (PDF)20260210063512NAL0002682499001

Richard E. Wolfert, DMD

Name: Richard E. Wolfert, DMD — Richard E. Wolfert, DMD, Form 5500 (2025)
Creator: Richard E. Wolfert, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard E. Wolfert, DMD 401(k) Profit Sharing Plan

401(k) retirement plan · Richard E. Wolfert, DMD's Richard E. Wolfert, DMD 401(k) Profit Sharing Plan held $2.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Richard E. Wolfert, DMD's EIN is 04-3136874.

EIN 04-3136874

Plan number 001

Plan year 2025

ACK ID 20260210063512NAL0002682499001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Richard E. Wolfert, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Richard E. Wolfert, DMD's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD E. WOLFERT, DMD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score