Original filing (PDF)20250812195313NAL0018855650001

LARRY WOLFE CPA

Name: LARRY WOLFE CPA — STANDARDIZED PROFIT SHARING PLAN PROFID SHARING FNB STANDARDIZED TRUST, Form 5500 (2024)
Creator: LARRY WOLFE CPA

Form 5500-SF

FILING_RECEIVED

STANDARDIZED PROFIT SHARING PLAN PROFID SHARING FNB STANDARDIZED TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LARRY WOLFE CPA.

Plan sponsor

Name

LARRY WOLFE CPA

EIN

59-1263984

Address

7695 SW 104TH ST STE 220 · PINECREST, FL · 331563159

Phone

(305) 661-2222

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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