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DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN 401k Plan overview

Plan NameDAVID WOLF & ASSOCIATES, LLC 401(K) PLAN
Plan identification number 001

DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVID WOLF & ASSOCIATES, LLC DBA WOLF & ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:DAVID WOLF & ASSOCIATES, LLC DBA WOLF & ASSOCIATES
Employer identification number (EIN):203852531
NAIC Classification:522210
NAIC Description:Credit Card Issuing

Additional information about DAVID WOLF & ASSOCIATES, LLC DBA WOLF & ASSOCIATES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2005-11-23
Company Identification Number: 602560432
Legal Registered Office Address: 7711 N WASHINGTON DR

SPOKANE
United States of America (USA)
99208

More information about DAVID WOLF & ASSOCIATES, LLC DBA WOLF & ASSOCIATES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID J WOLF2015-10-05
0012013-01-01DAVID J WOLF2014-10-07
0012012-01-01DAVID J WOLF2013-10-02
0012011-01-01DAVID J WOLF2012-04-26

Financial Data on DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN

Measure Date Value
2025 : DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-220
Total liabilities as of the end of the plan year2025-04-222858
Total liabilities as of the beginning of the plan year2025-04-220
Total expenses incurred by plan in this plan year2025-04-2264494
Net assets as of the end of the plan year2025-04-222735484
Total assets as of the beginning of the plan year2025-04-222462872
Value of plan covered by a fidelity bond2025-04-22273300
Participant contributions to plan in this plan year2025-04-2210543
Other expenses paid from plan in this plan year2025-04-222844
Other contributions to plan in this plan year2025-04-220
Other income to plan in this plan year2025-04-22320420
Plan net income in this plan year2025-04-22269754
Net assets as of the end of the plan year2025-04-222732626
Net assets as of the beginning of the plan year2025-04-222462872
Employer contributions to plan in this plan year2025-04-223285
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2222679
2024 : DAVID WOLF & ASSOCIATES, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-2927364
Net assets as of the end of the plan year2024-05-292462872
Total assets as of the beginning of the plan year2024-05-292109216
Value of plan covered by a fidelity bond2024-05-29247000
Participant contributions to plan in this plan year2024-05-2952651
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-290
Other income to plan in this plan year2024-05-29320664
Plan net income in this plan year2024-05-29353656
Net assets as of the end of the plan year2024-05-292462872
Net assets as of the beginning of the plan year2024-05-292109216
Employer contributions to plan in this plan year2024-05-297705
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2920389

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