How big is Wolfsohn Financial Services I's plan?

Wolfsohn Financial Services I's plan reported $1.9M in assets and 12 participants for 2024.

Original filing (PDF)20250722145610NAL0003315424001

Wolfsohn Financial Services I

Name: Wolfsohn Financial Services I — Wolfsohn Financial, Form 5500 (2024)
Creator: Wolfsohn Financial Services I
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfsohn Financial Services I 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wolfsohn Financial Services I's Wolfsohn Financial Services I 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jonathan a Wolfsohn signed Wolfsohn Financial Services I's 2024 Form 5500 as plan administrator.

Jonathan a Wolfsohn — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wolfsohn Financial Services I's EIN is 11-3120944.

EIN 11-3120944

Plan number 001

Plan year 2024

ACK ID 20250722145610NAL0003315424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolfsohn Financial Services I from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolfsohn Financial Services I's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFSOHN FINANCIAL SERVICES I.

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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

Knocking points off