WOLF & SHEPHERD INC. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : WOLF & SHEPHERD 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-16 | 186824 |
| Net assets as of the end of the plan year | 2025-05-16 | 588831 |
| Total assets as of the beginning of the plan year | 2025-05-16 | 391526 |
| Value of plan covered by a fidelity bond | 2025-05-16 | 50000 |
| Participant contributions to plan in this plan year | 2025-05-16 | 249872 |
| Other contributions to plan in this plan year | 2025-05-16 | 48633 |
| Other income to plan in this plan year | 2025-05-16 | 85624 |
| Plan net income in this plan year | 2025-05-16 | 197305 |
| Net assets as of the end of the plan year | 2025-05-16 | 588831 |
| Net assets as of the beginning of the plan year | 2025-05-16 | 391526 |
| Value of contributions failed to transmitted timely | 2025-05-16 | 46484 |
| Employer contributions to plan in this plan year | 2025-05-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-16 | 3328 |
| 2024 : WOLF & SHEPHERD 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 36447 |
| Net assets as of the end of the plan year | 2024-05-09 | 391526 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 173471 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 20000 |
| Participant contributions to plan in this plan year | 2024-05-09 | 169748 |
| Value of participant loans at end of plan year | 2024-05-09 | 0 |
| Other contributions to plan in this plan year | 2024-05-09 | 35851 |
| Other income to plan in this plan year | 2024-05-09 | 48903 |
| Plan net income in this plan year | 2024-05-09 | 218055 |
| Net assets as of the end of the plan year | 2024-05-09 | 391526 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 173471 |
| Value of contributions failed to transmitted timely | 2024-05-09 | 54714 |
| Employer contributions to plan in this plan year | 2024-05-09 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 1138 |
| 2022 : WOLF & SHEPHERD 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 1609 |
| Net assets as of the end of the plan year | 2022-08-01 | 110728 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 35662 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 10000 |
| Participant contributions to plan in this plan year | 2022-08-01 | 65952 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 10723 |
| Plan net income in this plan year | 2022-08-01 | 75066 |
| Net assets as of the end of the plan year | 2022-08-01 | 110728 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 35662 |
| Value of contributions failed to transmitted timely | 2022-08-01 | 3772 |
| Employer contributions to plan in this plan year | 2022-08-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 221 |
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