How big is Jonathan D Wolfe OD PC's plan?

Jonathan D Wolfe OD PC's plan reported $141K in assets and 6 participants for 2024.

Original filing (PDF)20250722141250NAL0002486257001

Jonathan D Wolfe OD PC

Name: Jonathan D Wolfe OD PC — Form 5500 (2024)
Creator: Jonathan D Wolfe OD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Jonathan D Wolfe OD PC held $141K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

People on this filing

Nick Rice signed Jonathan D Wolfe OD PC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Jonathan D Wolfe OD PC's EIN is 83-4423683.

EIN 83-4423683

Plan number 001

Plan year 2024

ACK ID 20250722141250NAL0002486257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan D Wolfe OD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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