How big is Ebert Wolfe & Co.'s plan?

Ebert Wolfe & Co.'s plan reported $1.2M in assets and 2 participants for 2023.

Original filing (PDF)20240709185254NAL0028575650001

Ebert Wolfe & Co.

Name: Ebert Wolfe & Co. — Ebert Wolfe & Co. Defined, Form 5500 (2023)
Creator: Ebert Wolfe & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ebert Wolfe & Co. Defined Benefit Pension Plan

Defined-benefit pension plan · Ebert Wolfe & Co.'s Ebert Wolfe & Co. Defined Benefit Pension Plan held $1.2M in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Ebert Wolfe & Co.'s EIN is 86-0603326.

EIN 86-0603326

Plan number 001

Plan year 2023

ACK ID 20240709185254NAL0028575650001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ebert Wolfe & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ebert Wolfe & Co.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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