How big is Wolfson Bolton PLLC's plan?

Wolfson Bolton PLLC's plan reported $3.9M in assets and 8 participants for 2024.

Original filing (PDF)20251006150057NAL0002185603001

Wolfson Bolton PLLC

Name: Wolfson Bolton PLLC — Wolfson Bolton PLLC 401(k), Form 5500 (2024)
Creator: Wolfson Bolton PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolfson Bolton PLLC 401(k) Plan

401(k) retirement plan · Wolfson Bolton PLLC's Wolfson Bolton PLLC 401(k) Plan held $3.9M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Wolfson Bolton PLLC's EIN is 37-1583975.

EIN 37-1583975

Plan number 001

Plan year 2024

ACK ID 20251006150057NAL0002185603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wolfson Bolton PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wolfson Bolton PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WOLFSON BOLTON PLLC.

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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