How big is James Wolfe's plan?

James Wolfe's plan reported $257K in assets and 6 participants for 2024.

Original filing (PDF)20250613095535NAL0015583203001

James Wolfe

Name: James Wolfe — James Wolfe 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: James Wolfe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Wolfe 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James Wolfe's James Wolfe 401(k) Profit Sharing Plan & Trust held $257K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Sandra KAY Wolfe signed James Wolfe's 2024 Form 5500 as plan administrator.

Sandra KAY Wolfe — 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

James Wolfe's EIN is 38-3839412.

EIN 38-3839412

Plan number 001

Plan year 2024

ACK ID 20250613095535NAL0015583203001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James Wolfe'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 JAMES WOLFE.

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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