Original filing (PDF)20250527152727NAL0017380770001

L DAVID WOLFE PC

Name: L DAVID WOLFE PC — L DAVID WOLFE PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: L DAVID WOLFE PC

Form 5500-SF

FILING_RECEIVED

L DAVID WOLFE PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for L DAVID WOLFE PC.

Plan sponsor

Name

L DAVID WOLFE PC

EIN

58-2339373all filings

Address

101 MARIETTA ST NW STE 3325 · ATLANTA, GA · 303032716

Phone

(404) 285-1400

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICES OF STEWART J. AUSLANDER LLC

LAW OFFICES OF STEWART J. AUSLANDER LLC 401(K) PLAN

$306K · 2 participants

COLLIER LAW FIRM, LLP

COLLIER LAW FIRM, LLP CASH BALANCE PLAN & TRUST

$306K · 3 participants

LOZOYA & LOZOYA, LLP

LOZOYA & LOZOYA 401(K) PLAN

$306K · 3 participants

SQUITIERI & FEARON LLP

SQUITIERI & FEARON LLP 401(K) PROFIT SHARING PLAN & TRUST

$306K · 7 participants

THE MARRONE LAW FIRM, P.C.

THE MARRONE LAW FIRM 401(K) PLAN

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