How big is Wolff Financial, Inc.'s plan?

Wolff Financial, Inc.'s plan reported $29 in assets for 2023.

Original filing (PDF)20240725160526NAL0022956736001

Wolff Financial, Inc.

Name: Wolff Financial, Inc. — Wolff Financial, Inc. 401(k), Form 5500 (2023)
Creator: Wolff Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wolff Financial, Inc. 401(k) Plan

401(k) retirement plan · Wolff Financial, Inc.'s Wolff Financial, Inc. 401(k) Plan reported $29 in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29

Net assets (EOY)

$29

People on this filing

Chris Horne signed Wolff Financial, Inc.'s 2023 Form 5500 as plan administrator.

Chris Horne — 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

Wolff Financial, Inc.'s EIN is 85-1775286.

EIN 85-1775286

Plan number 001

Plan year 2023

ACK ID 20240725160526NAL0022956736001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wolff Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wolff Financial, Inc.'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 WOLFF FINANCIAL, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score