How big is James T. Wolfe, D.D.S., M.S.D., P.C's plan?

James T. Wolfe, D.D.S., M.S.D., P.C's plan reported $488K in assets and 6 participants for 2024.

Original filing (PDF)20250826061847NAL0008250705001

James T. Wolfe, D.D.S., M.S.D., P.C

Name: James T. Wolfe, D.D.S., M.S.D., P.C — James T., Form 5500 (2024)
Creator: James T. Wolfe, D.D.S., M.S.D., P.C
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James T. Wolfe, D.D.S., M.S.D., P.C. Cash Balance Plan

Defined-benefit pension plan · James T. Wolfe, D.D.S., M.S.D., P.C's James T. Wolfe, D.D.S., M.S.D., P.C. Cash Balance Plan held $488K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

Plan identifiers

James T. Wolfe, D.D.S., M.S.D., P.C's EIN is 35-2047740.

EIN 35-2047740

Plan number 002

Plan year 2024

ACK ID 20250826061847NAL0008250705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James T. Wolfe, D.D.S., M.S.D., P.C from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James T. Wolfe, D.D.S., M.S.D., P.C's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES T. WOLFE, D.D.S., M.S.D., P.C.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score