Civic Intelligence

Wolfe & Wyman LLP

Plan context: Wolfe & Wyman 401(K) Profit Sharing Plan and Trust

EIN 33-0641728 • Irvine, CA • 43 filings • 11 plans

2212 Dupont DriveIrvine, CA 92612-7531
Current Snapshot

Latest Year

2024

2024 Participants

80

2024 Assets

$13,779,864

2024 Contributions

$702,185

Historical Graphs

Total Assets Over Time

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

$13,779,864$6,889,932$0199920142024YearValue
$13,779,864Latest year 2024

Participants Over Time

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

80400199920122024YearValue
80Latest 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
2024280$13,779,864$702,185$8,777iApproximate average salary by contribution assumption: employee only about $219,433 at 4% or $146,289 at 6%; with 50% employer match about $146,289 at 4% or $97,526 at 6%; with 100% employer match about $109,716 at 4% or $73,144 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-80$9,270,878$537,155$6,714iApproximate average salary by contribution assumption: employee only about $167,861 at 4% or $111,907 at 6%; with 50% employer match about $111,907 at 4% or $74,605 at 6%; with 100% employer match about $83,930 at 4% or $55,954 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-20$4,508,986$165,030$8,252iApproximate average salary by contribution assumption: employee only about $206,288 at 4% or $137,525 at 6%; with 50% employer match about $137,525 at 4% or $91,683 at 6%; with 100% employer match about $103,144 at 4% or $68,763 at 6%.
2023274$11,526,535$962,080$13,001iApproximate average salary by contribution assumption: employee only about $325,027 at 4% or $216,685 at 6%; with 50% employer match about $216,685 at 4% or $144,456 at 6%; with 100% employer match about $162,514 at 4% or $108,342 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-74$7,810,289$802,797$10,849iApproximate average salary by contribution assumption: employee only about $271,215 at 4% or $180,810 at 6%; with 50% employer match about $180,810 at 4% or $120,540 at 6%; with 100% employer match about $135,608 at 4% or $90,405 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-16$3,716,246$159,283$9,955iApproximate average salary by contribution assumption: employee only about $248,880 at 4% or $165,920 at 6%; with 50% employer match about $165,920 at 4% or $110,613 at 6%; with 100% employer match about $124,440 at 4% or $82,960 at 6%.
2022277$9,385,769$784,849$10,193iApproximate average salary by contribution assumption: employee only about $254,821 at 4% or $169,881 at 6%; with 50% employer match about $169,881 at 4% or $113,254 at 6%; with 100% employer match about $127,411 at 4% or $84,940 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-77$6,424,704$640,643$8,320iApproximate average salary by contribution assumption: employee only about $208,001 at 4% or $138,667 at 6%; with 50% employer match about $138,667 at 4% or $92,445 at 6%; with 100% employer match about $104,000 at 4% or $69,334 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-17$2,961,065$144,206$8,483iApproximate average salary by contribution assumption: employee only about $212,068 at 4% or $141,378 at 6%; with 50% employer match about $141,378 at 4% or $94,252 at 6%; with 100% employer match about $106,034 at 4% or $70,689 at 6%.
2021267$10,869,408$573,959$8,567iApproximate average salary by contribution assumption: employee only about $214,164 at 4% or $142,776 at 6%; with 50% employer match about $142,776 at 4% or $95,184 at 6%; with 100% employer match about $107,082 at 4% or $71,388 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-67$7,274,929$417,599$6,233iApproximate average salary by contribution assumption: employee only about $155,821 at 4% or $103,880 at 6%; with 50% employer match about $103,880 at 4% or $69,254 at 6%; with 100% employer match about $77,910 at 4% or $51,940 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-16$3,594,479$156,360$9,773iApproximate average salary by contribution assumption: employee only about $244,313 at 4% or $162,875 at 6%; with 50% employer match about $162,875 at 4% or $108,583 at 6%; with 100% employer match about $122,156 at 4% or $81,438 at 6%.
2020266$9,397,247$538,030$8,152iApproximate average salary by contribution assumption: employee only about $203,799 at 4% or $135,866 at 6%; with 50% employer match about $135,866 at 4% or $90,577 at 6%; with 100% employer match about $101,900 at 4% or $67,933 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-66$6,341,989$381,455$5,780iApproximate average salary by contribution assumption: employee only about $144,491 at 4% or $96,327 at 6%; with 50% employer match about $96,327 at 4% or $64,218 at 6%; with 100% employer match about $72,245 at 4% or $48,164 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-15$3,055,258$156,575$10,438iApproximate average salary by contribution assumption: employee only about $260,958 at 4% or $173,972 at 6%; with 50% employer match about $173,972 at 4% or $115,981 at 6%; with 100% employer match about $130,479 at 4% or $86,986 at 6%.
2019264$8,043,914$1,738,670$27,167iApproximate average salary by contribution assumption: employee only about $679,168 at 4% or $452,779 at 6%; with 50% employer match about $452,779 at 4% or $301,852 at 6%; with 100% employer match about $339,584 at 4% or $226,389 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-64$5,408,967$1,585,154$24,768iApproximate average salary by contribution assumption: employee only about $619,201 at 4% or $412,801 at 6%; with 50% employer match about $412,801 at 4% or $275,200 at 6%; with 100% employer match about $309,600 at 4% or $206,400 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-13$2,634,947$153,516$11,809iApproximate average salary by contribution assumption: employee only about $295,223 at 4% or $196,815 at 6%; with 50% employer match about $196,815 at 4% or $131,210 at 6%; with 100% employer match about $147,612 at 4% or $98,408 at 6%.
2018259$5,324,923$513,837$8,709iApproximate average salary by contribution assumption: employee only about $217,728 at 4% or $145,152 at 6%; with 50% employer match about $145,152 at 4% or $96,768 at 6%; with 100% employer match about $108,864 at 4% or $72,576 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-59$3,237,863$364,267$6,174iApproximate average salary by contribution assumption: employee only about $154,350 at 4% or $102,900 at 6%; with 50% employer match about $102,900 at 4% or $68,600 at 6%; with 100% employer match about $77,175 at 4% or $51,450 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-13$2,087,060$149,570$11,505iApproximate average salary by contribution assumption: employee only about $287,635 at 4% or $191,756 at 6%; with 50% employer match about $191,756 at 4% or $127,838 at 6%; with 100% employer match about $143,817 at 4% or $95,878 at 6%.
2017256$5,377,744$486,148$8,681iApproximate average salary by contribution assumption: employee only about $217,030 at 4% or $144,687 at 6%; with 50% employer match about $144,687 at 4% or $96,458 at 6%; with 100% employer match about $108,515 at 4% or $72,343 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-56$3,221,311$348,018$6,215iApproximate average salary by contribution assumption: employee only about $155,365 at 4% or $103,577 at 6%; with 50% employer match about $103,577 at 4% or $69,051 at 6%; with 100% employer match about $77,683 at 4% or $51,788 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-13$2,156,433$138,130$10,625iApproximate average salary by contribution assumption: employee only about $265,635 at 4% or $177,090 at 6%; with 50% employer match about $177,090 at 4% or $118,060 at 6%; with 100% employer match about $132,817 at 4% or $88,545 at 6%.
2016258$4,407,771$493,154$8,503iApproximate average salary by contribution assumption: employee only about $212,566 at 4% or $141,711 at 6%; with 50% employer match about $141,711 at 4% or $94,474 at 6%; with 100% employer match about $106,283 at 4% or $70,855 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-58$2,582,586$360,466$6,215iApproximate average salary by contribution assumption: employee only about $155,373 at 4% or $103,582 at 6%; with 50% employer match about $103,582 at 4% or $69,055 at 6%; with 100% employer match about $77,687 at 4% or $51,791 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-15$1,825,185$132,688$8,846iApproximate average salary by contribution assumption: employee only about $221,147 at 4% or $147,431 at 6%; with 50% employer match about $147,431 at 4% or $98,287 at 6%; with 100% employer match about $110,573 at 4% or $73,716 at 6%.
2015267$3,608,094$419,192$6,257iApproximate average salary by contribution assumption: employee only about $156,415 at 4% or $104,277 at 6%; with 50% employer match about $104,277 at 4% or $69,518 at 6%; with 100% employer match about $78,207 at 4% or $52,138 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-67$2,116,196$291,184$4,346iApproximate average salary by contribution assumption: employee only about $108,651 at 4% or $72,434 at 6%; with 50% employer match about $72,434 at 4% or $48,289 at 6%; with 100% employer match about $54,325 at 4% or $36,217 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-20$1,491,898$128,008$6,400iApproximate average salary by contribution assumption: employee only about $160,010 at 4% or $106,673 at 6%; with 50% employer match about $106,673 at 4% or $71,116 at 6%; with 100% employer match about $80,005 at 4% or $53,337 at 6%.
2014264$3,474,040$391,291$6,114iApproximate average salary by contribution assumption: employee only about $152,848 at 4% or $101,899 at 6%; with 50% employer match about $101,899 at 4% or $67,932 at 6%; with 100% employer match about $76,424 at 4% or $50,949 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-64$2,069,952$276,822$4,325iApproximate average salary by contribution assumption: employee only about $108,134 at 4% or $72,089 at 6%; with 50% employer match about $72,089 at 4% or $48,059 at 6%; with 100% employer match about $54,067 at 4% or $36,045 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-17$1,404,088$114,469$6,733iApproximate average salary by contribution assumption: employee only about $168,337 at 4% or $112,225 at 6%; with 50% employer match about $112,225 at 4% or $74,816 at 6%; with 100% employer match about $84,168 at 4% or $56,112 at 6%.
2013264$3,083,610$434,346$6,787iApproximate average salary by contribution assumption: employee only about $169,666 at 4% or $113,111 at 6%; with 50% employer match about $113,111 at 4% or $75,407 at 6%; with 100% employer match about $84,833 at 4% or $56,555 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-64$1,845,383$324,834$5,076iApproximate average salary by contribution assumption: employee only about $126,888 at 4% or $84,592 at 6%; with 50% employer match about $84,592 at 4% or $56,395 at 6%; with 100% employer match about $63,444 at 4% or $42,296 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-16$1,238,227$109,512$6,845iApproximate average salary by contribution assumption: employee only about $171,113 at 4% or $114,075 at 6%; with 50% employer match about $114,075 at 4% or $76,050 at 6%; with 100% employer match about $85,556 at 4% or $57,038 at 6%.
2012268$2,316,840$384,153$5,649iApproximate average salary by contribution assumption: employee only about $141,233 at 4% or $94,155 at 6%; with 50% employer match about $94,155 at 4% or $62,770 at 6%; with 100% employer match about $70,616 at 4% or $47,078 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-68$1,398,266$274,520$4,037iApproximate average salary by contribution assumption: employee only about $100,926 at 4% or $67,284 at 6%; with 50% employer match about $67,284 at 4% or $44,856 at 6%; with 100% employer match about $50,463 at 4% or $33,642 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-14$918,574$109,633$7,831iApproximate average salary by contribution assumption: employee only about $195,773 at 4% or $130,515 at 6%; with 50% employer match about $130,515 at 4% or $87,010 at 6%; with 100% employer match about $97,887 at 4% or $65,258 at 6%.
2011267$1,746,391$387,078$5,777iApproximate average salary by contribution assumption: employee only about $144,432 at 4% or $96,288 at 6%; with 50% employer match about $96,288 at 4% or $64,192 at 6%; with 100% employer match about $72,216 at 4% or $48,144 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-67$1,018,850$273,860$4,087iApproximate average salary by contribution assumption: employee only about $102,187 at 4% or $68,124 at 6%; with 50% employer match about $68,124 at 4% or $45,416 at 6%; with 100% employer match about $51,093 at 4% or $34,062 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-13$727,541$113,218$8,709iApproximate average salary by contribution assumption: employee only about $217,727 at 4% or $145,151 at 6%; with 50% employer match about $145,151 at 4% or $96,768 at 6%; with 100% employer match about $108,863 at 4% or $72,576 at 6%.
2010257$1,456,227$277,354$4,866iApproximate average salary by contribution assumption: employee only about $121,646 at 4% or $81,098 at 6%; with 50% employer match about $81,098 at 4% or $54,065 at 6%; with 100% employer match about $60,823 at 4% or $40,549 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-57$797,829$168,754$2,961iApproximate average salary by contribution assumption: employee only about $74,015 at 4% or $49,343 at 6%; with 50% employer match about $49,343 at 4% or $32,896 at 6%; with 100% employer match about $37,007 at 4% or $24,672 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-13$658,398$108,600$8,354iApproximate average salary by contribution assumption: employee only about $208,846 at 4% or $139,231 at 6%; with 50% employer match about $139,231 at 4% or $92,821 at 6%; with 100% employer match about $104,423 at 4% or $69,615 at 6%.
2009244$1,248,330$249,569$5,672iApproximate average salary by contribution assumption: employee only about $141,801 at 4% or $94,534 at 6%; with 50% employer match about $94,534 at 4% or $63,022 at 6%; with 100% employer match about $70,900 at 4% or $47,267 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-44$761,186$144,645$3,287iApproximate average salary by contribution assumption: employee only about $82,185 at 4% or $54,790 at 6%; with 50% employer match about $54,790 at 4% or $36,527 at 6%; with 100% employer match about $41,092 at 4% or $27,395 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-12$487,144$104,924$8,744iApproximate average salary by contribution assumption: employee only about $218,592 at 4% or $145,728 at 6%; with 50% employer match about $145,728 at 4% or $97,152 at 6%; with 100% employer match about $109,296 at 4% or $72,864 at 6%.
2008235$902,248$254,097$7,260iApproximate average salary by contribution assumption: employee only about $181,498 at 4% or $120,999 at 6%; with 50% employer match about $120,999 at 4% or $80,666 at 6%; with 100% employer match about $90,749 at 4% or $60,499 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-35$685,353$136,205$3,892iApproximate average salary by contribution assumption: employee only about $97,289 at 4% or $64,860 at 6%; with 50% employer match about $64,860 at 4% or $43,240 at 6%; with 100% employer match about $48,645 at 4% or $32,430 at 6%.
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-4$216,895$117,892$29,473iApproximate average salary by contribution assumption: employee only about $736,825 at 4% or $491,217 at 6%; with 50% employer match about $491,217 at 4% or $327,478 at 6%; with 100% employer match about $368,413 at 4% or $245,608 at 6%.
2007238$0$0-
Wolfe & Wyman LLP 401(K) Profit Sharing Plan-7---
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-38---
2006139$990,365$234,894$6,023iApproximate average salary by contribution assumption: employee only about $150,573 at 4% or $100,382 at 6%; with 50% employer match about $100,382 at 4% or $66,921 at 6%; with 100% employer match about $75,287 at 4% or $50,191 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-39$990,365$234,894$6,023iApproximate average salary by contribution assumption: employee only about $150,573 at 4% or $100,382 at 6%; with 50% employer match about $100,382 at 4% or $66,921 at 6%; with 100% employer match about $75,287 at 4% or $50,191 at 6%.
2005135$686,079$135,476$3,871iApproximate average salary by contribution assumption: employee only about $96,769 at 4% or $64,512 at 6%; with 50% employer match about $64,512 at 4% or $43,008 at 6%; with 100% employer match about $48,384 at 4% or $32,256 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-35$686,079$135,476$3,871iApproximate average salary by contribution assumption: employee only about $96,769 at 4% or $64,512 at 6%; with 50% employer match about $64,512 at 4% or $43,008 at 6%; with 100% employer match about $48,384 at 4% or $32,256 at 6%.
2004141$565,351$137,870$3,363iApproximate average salary by contribution assumption: employee only about $84,067 at 4% or $56,045 at 6%; with 50% employer match about $56,045 at 4% or $37,363 at 6%; with 100% employer match about $42,034 at 4% or $28,022 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-41$565,351$137,870$3,363iApproximate average salary by contribution assumption: employee only about $84,067 at 4% or $56,045 at 6%; with 50% employer match about $56,045 at 4% or $37,363 at 6%; with 100% employer match about $42,034 at 4% or $28,022 at 6%.
2003137$382,105$110,638$2,990iApproximate average salary by contribution assumption: employee only about $74,755 at 4% or $49,837 at 6%; with 50% employer match about $49,837 at 4% or $33,225 at 6%; with 100% employer match about $37,378 at 4% or $24,918 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-37$382,105$110,638$2,990iApproximate average salary by contribution assumption: employee only about $74,755 at 4% or $49,837 at 6%; with 50% employer match about $49,837 at 4% or $33,225 at 6%; with 100% employer match about $37,378 at 4% or $24,918 at 6%.
2001128$0$0-
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-28---
2000117$0$0-
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-17---
199918$40,553$38,787$4,848iApproximate average salary by contribution assumption: employee only about $121,209 at 4% or $80,806 at 6%; with 50% employer match about $80,806 at 4% or $53,871 at 6%; with 100% employer match about $60,605 at 4% or $40,403 at 6%.
Wolfe & Wyman 401(K) Profit Sharing Plan and Trust-8$40,553$38,787$4,848iApproximate average salary by contribution assumption: employee only about $121,209 at 4% or $80,806 at 6%; with 50% employer match about $80,806 at 4% or $53,871 at 6%; with 100% employer match about $60,605 at 4% or $40,403 at 6%.