Civic Intelligence

Thomas J. Wolf, Cfp

Plan context: Thomas J Wolf Cfp Profit Sharing Plan and Trust

EIN 33-0594741 • Mission Viejo, CA • 30 filings • 7 plans

26691 Plaza, Suite 250Mission Viejo, CA 92691
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,059,886

2024 Contributions

$122,449

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,750,162$1,375,081$0199920132024YearValue
$1,059,886Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420199920122024YearValue
4Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202414$1,059,886$122,449$30,612iApproximate average salary by contribution assumption: employee only about $765,306 at 4% or $510,204 at 6%; with 50% employer match about $510,204 at 4% or $340,136 at 6%; with 100% employer match about $382,653 at 4% or $255,102 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,059,886$122,449$30,612iApproximate average salary by contribution assumption: employee only about $765,306 at 4% or $510,204 at 6%; with 50% employer match about $510,204 at 4% or $340,136 at 6%; with 100% employer match about $382,653 at 4% or $255,102 at 6%.
202312$868,362$131,892$65,946iApproximate average salary by contribution assumption: employee only about $1,648,650 at 4% or $1,099,100 at 6%; with 50% employer match about $1,099,100 at 4% or $732,733 at 6%; with 100% employer match about $824,325 at 4% or $549,550 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-2$868,362$131,892$65,946iApproximate average salary by contribution assumption: employee only about $1,648,650 at 4% or $1,099,100 at 6%; with 50% employer match about $1,099,100 at 4% or $732,733 at 6%; with 100% employer match about $824,325 at 4% or $549,550 at 6%.
202213$676,129$108,504$36,168iApproximate average salary by contribution assumption: employee only about $904,200 at 4% or $602,800 at 6%; with 50% employer match about $602,800 at 4% or $401,867 at 6%; with 100% employer match about $452,100 at 4% or $301,400 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-3$676,129$108,504$36,168iApproximate average salary by contribution assumption: employee only about $904,200 at 4% or $602,800 at 6%; with 50% employer match about $602,800 at 4% or $401,867 at 6%; with 100% employer match about $452,100 at 4% or $301,400 at 6%.
202114$2,750,162$50,468$12,617iApproximate average salary by contribution assumption: employee only about $315,425 at 4% or $210,283 at 6%; with 50% employer match about $210,283 at 4% or $140,189 at 6%; with 100% employer match about $157,713 at 4% or $105,142 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$2,750,162$50,468$12,617iApproximate average salary by contribution assumption: employee only about $315,425 at 4% or $210,283 at 6%; with 50% employer match about $210,283 at 4% or $140,189 at 6%; with 100% employer match about $157,713 at 4% or $105,142 at 6%.
202014$2,306,493$44,155$11,039iApproximate average salary by contribution assumption: employee only about $275,969 at 4% or $183,979 at 6%; with 50% employer match about $183,979 at 4% or $122,653 at 6%; with 100% employer match about $137,984 at 4% or $91,990 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$2,306,493$44,155$11,039iApproximate average salary by contribution assumption: employee only about $275,969 at 4% or $183,979 at 6%; with 50% employer match about $183,979 at 4% or $122,653 at 6%; with 100% employer match about $137,984 at 4% or $91,990 at 6%.
201913$2,216,374$47,258$15,753iApproximate average salary by contribution assumption: employee only about $393,817 at 4% or $262,544 at 6%; with 50% employer match about $262,544 at 4% or $175,030 at 6%; with 100% employer match about $196,908 at 4% or $131,272 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-3$2,216,374$47,258$15,753iApproximate average salary by contribution assumption: employee only about $393,817 at 4% or $262,544 at 6%; with 50% employer match about $262,544 at 4% or $175,030 at 6%; with 100% employer match about $196,908 at 4% or $131,272 at 6%.
201813$1,908,777$71,415$23,805iApproximate average salary by contribution assumption: employee only about $595,125 at 4% or $396,750 at 6%; with 50% employer match about $396,750 at 4% or $264,500 at 6%; with 100% employer match about $297,563 at 4% or $198,375 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-3$1,908,777$71,415$23,805iApproximate average salary by contribution assumption: employee only about $595,125 at 4% or $396,750 at 6%; with 50% employer match about $396,750 at 4% or $264,500 at 6%; with 100% employer match about $297,563 at 4% or $198,375 at 6%.
201714$1,870,988$129,366$32,342iApproximate average salary by contribution assumption: employee only about $808,538 at 4% or $539,025 at 6%; with 50% employer match about $539,025 at 4% or $359,350 at 6%; with 100% employer match about $404,269 at 4% or $269,513 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,870,988$129,366$32,342iApproximate average salary by contribution assumption: employee only about $808,538 at 4% or $539,025 at 6%; with 50% employer match about $539,025 at 4% or $359,350 at 6%; with 100% employer match about $404,269 at 4% or $269,513 at 6%.
201614$1,614,955$62,533$15,633iApproximate average salary by contribution assumption: employee only about $390,831 at 4% or $260,554 at 6%; with 50% employer match about $260,554 at 4% or $173,703 at 6%; with 100% employer match about $195,416 at 4% or $130,277 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,614,955$62,533$15,633iApproximate average salary by contribution assumption: employee only about $390,831 at 4% or $260,554 at 6%; with 50% employer match about $260,554 at 4% or $173,703 at 6%; with 100% employer match about $195,416 at 4% or $130,277 at 6%.
201514$1,458,610$92,900$23,225iApproximate average salary by contribution assumption: employee only about $580,625 at 4% or $387,083 at 6%; with 50% employer match about $387,083 at 4% or $258,056 at 6%; with 100% employer match about $290,313 at 4% or $193,542 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,458,610$92,900$23,225iApproximate average salary by contribution assumption: employee only about $580,625 at 4% or $387,083 at 6%; with 50% employer match about $387,083 at 4% or $258,056 at 6%; with 100% employer match about $290,313 at 4% or $193,542 at 6%.
201414$1,410,504$90,605$22,651iApproximate average salary by contribution assumption: employee only about $566,281 at 4% or $377,521 at 6%; with 50% employer match about $377,521 at 4% or $251,681 at 6%; with 100% employer match about $283,141 at 4% or $188,760 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,410,504$90,605$22,651iApproximate average salary by contribution assumption: employee only about $566,281 at 4% or $377,521 at 6%; with 50% employer match about $377,521 at 4% or $251,681 at 6%; with 100% employer match about $283,141 at 4% or $188,760 at 6%.
201314$1,243,994$87,472$21,868iApproximate average salary by contribution assumption: employee only about $546,700 at 4% or $364,467 at 6%; with 50% employer match about $364,467 at 4% or $242,978 at 6%; with 100% employer match about $273,350 at 4% or $182,233 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,243,994$87,472$21,868iApproximate average salary by contribution assumption: employee only about $546,700 at 4% or $364,467 at 6%; with 50% employer match about $364,467 at 4% or $242,978 at 6%; with 100% employer match about $273,350 at 4% or $182,233 at 6%.
201214$1,283,115$57,570$14,393iApproximate average salary by contribution assumption: employee only about $359,813 at 4% or $239,875 at 6%; with 50% employer match about $239,875 at 4% or $159,917 at 6%; with 100% employer match about $179,906 at 4% or $119,938 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,283,115$57,570$14,393iApproximate average salary by contribution assumption: employee only about $359,813 at 4% or $239,875 at 6%; with 50% employer match about $239,875 at 4% or $159,917 at 6%; with 100% employer match about $179,906 at 4% or $119,938 at 6%.
201114$1,212,983$92,513$23,128iApproximate average salary by contribution assumption: employee only about $578,206 at 4% or $385,471 at 6%; with 50% employer match about $385,471 at 4% or $256,981 at 6%; with 100% employer match about $289,103 at 4% or $192,735 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,212,983$92,513$23,128iApproximate average salary by contribution assumption: employee only about $578,206 at 4% or $385,471 at 6%; with 50% employer match about $385,471 at 4% or $256,981 at 6%; with 100% employer match about $289,103 at 4% or $192,735 at 6%.
201014$1,084,068$102,978$25,745iApproximate average salary by contribution assumption: employee only about $643,613 at 4% or $429,075 at 6%; with 50% employer match about $429,075 at 4% or $286,050 at 6%; with 100% employer match about $321,806 at 4% or $214,538 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,084,068$102,978$25,745iApproximate average salary by contribution assumption: employee only about $643,613 at 4% or $429,075 at 6%; with 50% employer match about $429,075 at 4% or $286,050 at 6%; with 100% employer match about $321,806 at 4% or $214,538 at 6%.
200914$1,002,263$77,493$19,373iApproximate average salary by contribution assumption: employee only about $484,331 at 4% or $322,888 at 6%; with 50% employer match about $322,888 at 4% or $215,258 at 6%; with 100% employer match about $242,166 at 4% or $161,444 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$1,002,263$77,493$19,373iApproximate average salary by contribution assumption: employee only about $484,331 at 4% or $322,888 at 6%; with 50% employer match about $322,888 at 4% or $215,258 at 6%; with 100% employer match about $242,166 at 4% or $161,444 at 6%.
200814$800,282$98,330$24,583iApproximate average salary by contribution assumption: employee only about $614,563 at 4% or $409,708 at 6%; with 50% employer match about $409,708 at 4% or $273,139 at 6%; with 100% employer match about $307,281 at 4% or $204,854 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$800,282$98,330$24,583iApproximate average salary by contribution assumption: employee only about $614,563 at 4% or $409,708 at 6%; with 50% employer match about $409,708 at 4% or $273,139 at 6%; with 100% employer match about $307,281 at 4% or $204,854 at 6%.
200714$879,669$93,845$23,461iApproximate average salary by contribution assumption: employee only about $586,531 at 4% or $391,021 at 6%; with 50% employer match about $391,021 at 4% or $260,681 at 6%; with 100% employer match about $293,266 at 4% or $195,510 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$879,669$93,845$23,461iApproximate average salary by contribution assumption: employee only about $586,531 at 4% or $391,021 at 6%; with 50% employer match about $391,021 at 4% or $260,681 at 6%; with 100% employer match about $293,266 at 4% or $195,510 at 6%.
200614$757,148$89,409$22,352iApproximate average salary by contribution assumption: employee only about $558,806 at 4% or $372,538 at 6%; with 50% employer match about $372,538 at 4% or $248,358 at 6%; with 100% employer match about $279,403 at 4% or $186,269 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$757,148$89,409$22,352iApproximate average salary by contribution assumption: employee only about $558,806 at 4% or $372,538 at 6%; with 50% employer match about $372,538 at 4% or $248,358 at 6%; with 100% employer match about $279,403 at 4% or $186,269 at 6%.
200514$582,820$86,309$21,577iApproximate average salary by contribution assumption: employee only about $539,431 at 4% or $359,621 at 6%; with 50% employer match about $359,621 at 4% or $239,747 at 6%; with 100% employer match about $269,716 at 4% or $179,810 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$582,820$86,309$21,577iApproximate average salary by contribution assumption: employee only about $539,431 at 4% or $359,621 at 6%; with 50% employer match about $359,621 at 4% or $239,747 at 6%; with 100% employer match about $269,716 at 4% or $179,810 at 6%.
200414$464,949$82,720$20,680iApproximate average salary by contribution assumption: employee only about $517,000 at 4% or $344,667 at 6%; with 50% employer match about $344,667 at 4% or $229,778 at 6%; with 100% employer match about $258,500 at 4% or $172,333 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$464,949$82,720$20,680iApproximate average salary by contribution assumption: employee only about $517,000 at 4% or $344,667 at 6%; with 50% employer match about $344,667 at 4% or $229,778 at 6%; with 100% employer match about $258,500 at 4% or $172,333 at 6%.
200314$333,609$86,194$21,549iApproximate average salary by contribution assumption: employee only about $538,713 at 4% or $359,142 at 6%; with 50% employer match about $359,142 at 4% or $239,428 at 6%; with 100% employer match about $269,356 at 4% or $179,571 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$333,609$86,194$21,549iApproximate average salary by contribution assumption: employee only about $538,713 at 4% or $359,142 at 6%; with 50% employer match about $359,142 at 4% or $239,428 at 6%; with 100% employer match about $269,356 at 4% or $179,571 at 6%.
200224$209,874$133,978$33,495iApproximate average salary by contribution assumption: employee only about $837,363 at 4% or $558,242 at 6%; with 50% employer match about $558,242 at 4% or $372,161 at 6%; with 100% employer match about $418,681 at 4% or $279,121 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$209,874$133,978$33,495iApproximate average salary by contribution assumption: employee only about $837,363 at 4% or $558,242 at 6%; with 50% employer match about $558,242 at 4% or $372,161 at 6%; with 100% employer match about $418,681 at 4% or $279,121 at 6%.
Thomas J Wolf Cfp Money Purchase Plan and Trust-0---
200124$0$0-
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4---
Thomas J Wolf Cfp Money Purchase Plan and Trust-4---
200023$0$0-
Thomas J Wolf Cfp Money Purchase Plan and Trust-3---
Thomas J Wolf Cfp Profit Sharing Plan and Trust-3---
199924$149,335$36,243$9,061iApproximate average salary by contribution assumption: employee only about $226,519 at 4% or $151,013 at 6%; with 50% employer match about $151,013 at 4% or $100,675 at 6%; with 100% employer match about $113,259 at 4% or $75,506 at 6%.
Thomas J Wolf Cfp Profit Sharing Plan and Trust-4$84,461$17,860$4,465iApproximate average salary by contribution assumption: employee only about $111,625 at 4% or $74,417 at 6%; with 50% employer match about $74,417 at 4% or $49,611 at 6%; with 100% employer match about $55,813 at 4% or $37,208 at 6%.
Thomas J Wolf Cfp Money Purchase Plan and Trust-4$64,874$18,383$4,596iApproximate average salary by contribution assumption: employee only about $114,894 at 4% or $76,596 at 6%; with 50% employer match about $76,596 at 4% or $51,064 at 6%; with 100% employer match about $57,447 at 4% or $38,298 at 6%.