How big is Charles W. Wolfe's plan?

Charles W. Wolfe's plan reported $3.0M in assets and 5 participants for 2025.

Original filing (PDF)20260519154104NAL0001486640001

Charles W. Wolfe

Name: Charles W. Wolfe — Charles W. Wolfe Profit Sharing, Form 5500 (2025)
Creator: Charles W. Wolfe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles W. Wolfe Profit Sharing Plan

Defined-contribution retirement plan · Charles W. Wolfe's Charles W. Wolfe Profit Sharing Plan held $3.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Charles Wolfe signed Charles W. Wolfe's 2025 Form 5500 as plan administrator.

Charles 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

Charles W. Wolfe's EIN is 56-1419027.

EIN 56-1419027

Plan number 001

Plan year 2025

ACK ID 20260519154104NAL0001486640001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles W. Wolfe from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles W. Wolfe's plan includes profit-sharing, life insurance.

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CHARLES W. WOLFE

EIN

all filings

Address

P.O. BOX 368 · 180 WEBSTER ROAD · SYLVA, NC · 28779

Phone

(828) 586-4026

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator