Original filing (PDF)20250722163037NAL0006642722001

WOLF AGENCY, INC.

Name: WOLF AGENCY, INC. — WOLF AGENCY PROFIT SHARING AND 401(K) PLAN, Form 5500 (2024)
Creator: WOLF AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

WOLF AGENCY PROFIT SHARING AND 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLF AGENCY, INC..

Plan sponsor

Name

WOLF AGENCY, INC.

EIN

16-0800736all filings

Address

5820 BIG TREE ROAD · ORCHARD PARK, NY · 14127

Phone

(716) 662-6166

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

ELIZABETHS INSURANCE SERVICES, INC.

ELIZABETH'S INSURANCE SERVICES 401(K) PLAN

$595K · 8 participants

MCELHINNY INSURANCE, LLC

MCELHINNY INSURANCE, LLC 401(K) PLAN

$595K · 5 participants

DYNAMIC INSURANCE AGENCY INC

DYNAMIC INSURANCE AGENCY, INC. 401(K) PLAN

$594K · 16 participants

SECURE INSURANCE GROUP

IMPACT LEGACY GROUP 401(K) PLAN

$596K · 42 participants

ESLICK FINANCIAL GROUP

ESLICK FINANCIAL GROUP, INC. 401(K) P/S PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.