THOMAS J. WOLF, CFP 401(K) PROFIT SHARING PLAN

[ EIN: 33-0594741 | Plan No. 002 ]

THOMAS J. WOLF, CFP 401(K) PROFIT SHARING PLAN, sponsored by THOMAS J. WOLF, CFP, appears in Form 5500 filings as a 401(k) plan. The plan reported 3 participants and total assets of $868,362 during the 2023 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: THOMAS J. WOLF, CFP

Location: 25909 PALA, MISSION VIEJO, CA 92691

EIN: 330594741

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 3

Total Assets: $868,362

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