Civic Intelligence

John a. Wolfe & Associates Inc.

Plan context: John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan

EIN 38-2904454 • Portage, MI • 27 filings • 5 plans

440 W Centre AvePortage, MI 49024
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,893,113

2024 Contributions

$164,500

Historical Graphs

Total Assets Over Time

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

$4,000,771$2,000,386$0199920122023YearValue
$3,893,113Latest year 2023

Participants Over Time

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

630199920112023YearValue
3Latest year 2023

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
202410$0$164,500-
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-0$0$164,500-
202313$3,893,113$179,641$59,880iApproximate average salary by contribution assumption: employee only about $1,497,008 at 4% or $998,006 at 6%; with 50% employer match about $998,006 at 4% or $665,337 at 6%; with 100% employer match about $748,504 at 4% or $499,003 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-3$3,893,113$179,641$59,880iApproximate average salary by contribution assumption: employee only about $1,497,008 at 4% or $998,006 at 6%; with 50% employer match about $998,006 at 4% or $665,337 at 6%; with 100% employer match about $748,504 at 4% or $499,003 at 6%.
202214$3,614,477$183,688$45,922iApproximate average salary by contribution assumption: employee only about $1,148,050 at 4% or $765,367 at 6%; with 50% employer match about $765,367 at 4% or $510,244 at 6%; with 100% employer match about $574,025 at 4% or $382,683 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$3,614,477$183,688$45,922iApproximate average salary by contribution assumption: employee only about $1,148,050 at 4% or $765,367 at 6%; with 50% employer match about $765,367 at 4% or $510,244 at 6%; with 100% employer match about $574,025 at 4% or $382,683 at 6%.
202114$4,000,771$170,349$42,587iApproximate average salary by contribution assumption: employee only about $1,064,681 at 4% or $709,788 at 6%; with 50% employer match about $709,788 at 4% or $473,192 at 6%; with 100% employer match about $532,341 at 4% or $354,894 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$4,000,771$170,349$42,587iApproximate average salary by contribution assumption: employee only about $1,064,681 at 4% or $709,788 at 6%; with 50% employer match about $709,788 at 4% or $473,192 at 6%; with 100% employer match about $532,341 at 4% or $354,894 at 6%.
202014$3,397,465$166,184$41,546iApproximate average salary by contribution assumption: employee only about $1,038,650 at 4% or $692,433 at 6%; with 50% employer match about $692,433 at 4% or $461,622 at 6%; with 100% employer match about $519,325 at 4% or $346,217 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$3,397,465$166,184$41,546iApproximate average salary by contribution assumption: employee only about $1,038,650 at 4% or $692,433 at 6%; with 50% employer match about $692,433 at 4% or $461,622 at 6%; with 100% employer match about $519,325 at 4% or $346,217 at 6%.
201914$2,820,163$160,405$40,101iApproximate average salary by contribution assumption: employee only about $1,002,531 at 4% or $668,354 at 6%; with 50% employer match about $668,354 at 4% or $445,569 at 6%; with 100% employer match about $501,266 at 4% or $334,177 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$2,820,163$160,405$40,101iApproximate average salary by contribution assumption: employee only about $1,002,531 at 4% or $668,354 at 6%; with 50% employer match about $668,354 at 4% or $445,569 at 6%; with 100% employer match about $501,266 at 4% or $334,177 at 6%.
201814$2,254,855$166,404$41,601iApproximate average salary by contribution assumption: employee only about $1,040,025 at 4% or $693,350 at 6%; with 50% employer match about $693,350 at 4% or $462,233 at 6%; with 100% employer match about $520,013 at 4% or $346,675 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$2,254,855$166,404$41,601iApproximate average salary by contribution assumption: employee only about $1,040,025 at 4% or $693,350 at 6%; with 50% employer match about $693,350 at 4% or $462,233 at 6%; with 100% employer match about $520,013 at 4% or $346,675 at 6%.
201716$2,272,284$212,783$35,464iApproximate average salary by contribution assumption: employee only about $886,596 at 4% or $591,064 at 6%; with 50% employer match about $591,064 at 4% or $394,043 at 6%; with 100% employer match about $443,298 at 4% or $295,532 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-6$2,272,284$212,783$35,464iApproximate average salary by contribution assumption: employee only about $886,596 at 4% or $591,064 at 6%; with 50% employer match about $591,064 at 4% or $394,043 at 6%; with 100% employer match about $443,298 at 4% or $295,532 at 6%.
201616$2,568,092$206,939$34,490iApproximate average salary by contribution assumption: employee only about $862,246 at 4% or $574,831 at 6%; with 50% employer match about $574,831 at 4% or $383,220 at 6%; with 100% employer match about $431,123 at 4% or $287,415 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-6$2,568,092$206,939$34,490iApproximate average salary by contribution assumption: employee only about $862,246 at 4% or $574,831 at 6%; with 50% employer match about $574,831 at 4% or $383,220 at 6%; with 100% employer match about $431,123 at 4% or $287,415 at 6%.
201516$2,194,904$188,944$31,491iApproximate average salary by contribution assumption: employee only about $787,267 at 4% or $524,844 at 6%; with 50% employer match about $524,844 at 4% or $349,896 at 6%; with 100% employer match about $393,633 at 4% or $262,422 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-6$2,194,904$188,944$31,491iApproximate average salary by contribution assumption: employee only about $787,267 at 4% or $524,844 at 6%; with 50% employer match about $524,844 at 4% or $349,896 at 6%; with 100% employer match about $393,633 at 4% or $262,422 at 6%.
201415$2,054,744$165,390$33,078iApproximate average salary by contribution assumption: employee only about $826,950 at 4% or $551,300 at 6%; with 50% employer match about $551,300 at 4% or $367,533 at 6%; with 100% employer match about $413,475 at 4% or $275,650 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$2,054,744$165,390$33,078iApproximate average salary by contribution assumption: employee only about $826,950 at 4% or $551,300 at 6%; with 50% employer match about $551,300 at 4% or $367,533 at 6%; with 100% employer match about $413,475 at 4% or $275,650 at 6%.
201315$1,834,015$171,979$34,396iApproximate average salary by contribution assumption: employee only about $859,895 at 4% or $573,263 at 6%; with 50% employer match about $573,263 at 4% or $382,176 at 6%; with 100% employer match about $429,948 at 4% or $286,632 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$1,834,015$171,979$34,396iApproximate average salary by contribution assumption: employee only about $859,895 at 4% or $573,263 at 6%; with 50% employer match about $573,263 at 4% or $382,176 at 6%; with 100% employer match about $429,948 at 4% or $286,632 at 6%.
201215$1,465,056$164,283$32,857iApproximate average salary by contribution assumption: employee only about $821,415 at 4% or $547,610 at 6%; with 50% employer match about $547,610 at 4% or $365,073 at 6%; with 100% employer match about $410,708 at 4% or $273,805 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$1,465,056$164,283$32,857iApproximate average salary by contribution assumption: employee only about $821,415 at 4% or $547,610 at 6%; with 50% employer match about $547,610 at 4% or $365,073 at 6%; with 100% employer match about $410,708 at 4% or $273,805 at 6%.
201115$1,134,089$159,655$31,931iApproximate average salary by contribution assumption: employee only about $798,275 at 4% or $532,183 at 6%; with 50% employer match about $532,183 at 4% or $354,789 at 6%; with 100% employer match about $399,138 at 4% or $266,092 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$1,134,089$159,655$31,931iApproximate average salary by contribution assumption: employee only about $798,275 at 4% or $532,183 at 6%; with 50% employer match about $532,183 at 4% or $354,789 at 6%; with 100% employer match about $399,138 at 4% or $266,092 at 6%.
201016$1,124,514$149,634$24,939iApproximate average salary by contribution assumption: employee only about $623,475 at 4% or $415,650 at 6%; with 50% employer match about $415,650 at 4% or $277,100 at 6%; with 100% employer match about $311,738 at 4% or $207,825 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-6$1,124,514$149,634$24,939iApproximate average salary by contribution assumption: employee only about $623,475 at 4% or $415,650 at 6%; with 50% employer match about $415,650 at 4% or $277,100 at 6%; with 100% employer match about $311,738 at 4% or $207,825 at 6%.
200916$840,921$138,923$23,154iApproximate average salary by contribution assumption: employee only about $578,846 at 4% or $385,897 at 6%; with 50% employer match about $385,897 at 4% or $257,265 at 6%; with 100% employer match about $289,423 at 4% or $192,949 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-6$840,921$138,923$23,154iApproximate average salary by contribution assumption: employee only about $578,846 at 4% or $385,897 at 6%; with 50% employer match about $385,897 at 4% or $257,265 at 6%; with 100% employer match about $289,423 at 4% or $192,949 at 6%.
200815$526,170$105,023$21,005iApproximate average salary by contribution assumption: employee only about $525,115 at 4% or $350,077 at 6%; with 50% employer match about $350,077 at 4% or $233,384 at 6%; with 100% employer match about $262,558 at 4% or $175,038 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$526,170$105,023$21,005iApproximate average salary by contribution assumption: employee only about $525,115 at 4% or $350,077 at 6%; with 50% employer match about $350,077 at 4% or $233,384 at 6%; with 100% employer match about $262,558 at 4% or $175,038 at 6%.
200714$0$0-
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4---
200615$972,489$75,364$15,073iApproximate average salary by contribution assumption: employee only about $376,820 at 4% or $251,213 at 6%; with 50% employer match about $251,213 at 4% or $167,476 at 6%; with 100% employer match about $188,410 at 4% or $125,607 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$972,489$75,364$15,073iApproximate average salary by contribution assumption: employee only about $376,820 at 4% or $251,213 at 6%; with 50% employer match about $251,213 at 4% or $167,476 at 6%; with 100% employer match about $188,410 at 4% or $125,607 at 6%.
200515$786,797$97,000$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$786,797$97,000$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
200414$635,251$93,405$23,351iApproximate average salary by contribution assumption: employee only about $583,781 at 4% or $389,188 at 6%; with 50% employer match about $389,188 at 4% or $259,458 at 6%; with 100% employer match about $291,891 at 4% or $194,594 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$635,251$93,405$23,351iApproximate average salary by contribution assumption: employee only about $583,781 at 4% or $389,188 at 6%; with 50% employer match about $389,188 at 4% or $259,458 at 6%; with 100% employer match about $291,891 at 4% or $194,594 at 6%.
200315$547,192$83,131$16,626iApproximate average salary by contribution assumption: employee only about $415,655 at 4% or $277,103 at 6%; with 50% employer match about $277,103 at 4% or $184,736 at 6%; with 100% employer match about $207,828 at 4% or $138,552 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$547,192$83,131$16,626iApproximate average salary by contribution assumption: employee only about $415,655 at 4% or $277,103 at 6%; with 50% employer match about $277,103 at 4% or $184,736 at 6%; with 100% employer match about $207,828 at 4% or $138,552 at 6%.
200215$354,240$69,171$13,834iApproximate average salary by contribution assumption: employee only about $345,855 at 4% or $230,570 at 6%; with 50% employer match about $230,570 at 4% or $153,713 at 6%; with 100% employer match about $172,928 at 4% or $115,285 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5$354,240$69,171$13,834iApproximate average salary by contribution assumption: employee only about $345,855 at 4% or $230,570 at 6%; with 50% employer match about $230,570 at 4% or $153,713 at 6%; with 100% employer match about $172,928 at 4% or $115,285 at 6%.
200115$0$0-
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-5---
200014$277,668$50,850$12,713iApproximate average salary by contribution assumption: employee only about $317,813 at 4% or $211,875 at 6%; with 50% employer match about $211,875 at 4% or $141,250 at 6%; with 100% employer match about $158,906 at 4% or $105,938 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$277,668$50,850$12,713iApproximate average salary by contribution assumption: employee only about $317,813 at 4% or $211,875 at 6%; with 50% employer match about $211,875 at 4% or $141,250 at 6%; with 100% employer match about $158,906 at 4% or $105,938 at 6%.
199924$196,441$31,200$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
John a. Wolfe & Associates Inc. Profit Sharing 401(K) Plan-4$196,441$31,200$7,800iApproximate average salary by contribution assumption: employee only about $195,000 at 4% or $130,000 at 6%; with 50% employer match about $130,000 at 4% or $86,667 at 6%; with 100% employer match about $97,500 at 4% or $65,000 at 6%.
The Miller Financial Group Inc. Money Purchase Pension Plan-0---