Original filing (PDF)20250902083326NAL0008331571001

WOLF & ASSOCIATES, P.A.

Name: WOLF & ASSOCIATES, P.A. — THE WOLF DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: WOLF & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

THE WOLF DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 WOLF & ASSOCIATES, P.A..

Plan sponsor

Name

WOLF & ASSOCIATES, P.A.

EIN

65-0884764

Address

1221 BRICKELL AVENUE · SUITE 1590 · MIAMI, FL · 33131

Phone

(786) 877-2969

Industry

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

2025-09-02

Pension benefit codes

1A · Pay-related DB formula

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

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

Related plans

Similar-size Professional & Technical Services plans

TRUSCORE

TRUSCORE 401(K) PS PLAN

$4.2M · 11 participants

J.C. GEEVER, INC.

J. C. GEEVER, INC. PROFIT-SHARING PLAN

$4.2M · 3 participants

FRANK SETA & ASSOCIATES LLC

FRANK SETA & ASSOCIATES LLC PENSION PLAN

$4.2M · 23 participants

PPS INTERNATIONAL LIMITED

PPS INTERNATIONAL LIMITED 401(K) PROFIT SHARING PLAN

$4.3M · 6 participants

RBM VENTURE COMPANY

RBM VENTURE COMPANY 401(K) PLAN

$4.2M · 13 participants