Civic Intelligence

Wolff Financial Management LLC

Plan context: Wolff Financial Management, 401(K) Plan

EIN 38-3548642 • Kalamazoo, MI • 9 filings • 1 plans

5938 Venture Park DriveKalamazoo, MI 49009
Current Snapshot

Latest Year

2023

2023 Participants

6

2023 Assets

$1,714,608

2023 Contributions

$135,060

Historical Graphs

Total Assets Over Time

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

$1,907,953$953,977$0201520192023YearValue
$1,714,608Latest year 2023

Participants Over Time

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

630201520192023YearValue
6Latest 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
202316$1,714,608$135,060$22,510iApproximate average salary by contribution assumption: employee only about $562,750 at 4% or $375,167 at 6%; with 50% employer match about $375,167 at 4% or $250,111 at 6%; with 100% employer match about $281,375 at 4% or $187,583 at 6%.
Wolff Financial Management, 401(K) Plan-6$1,714,608$135,060$22,510iApproximate average salary by contribution assumption: employee only about $562,750 at 4% or $375,167 at 6%; with 50% employer match about $375,167 at 4% or $250,111 at 6%; with 100% employer match about $281,375 at 4% or $187,583 at 6%.
202216$1,448,269$124,466$20,744iApproximate average salary by contribution assumption: employee only about $518,608 at 4% or $345,739 at 6%; with 50% employer match about $345,739 at 4% or $230,493 at 6%; with 100% employer match about $259,304 at 4% or $172,869 at 6%.
Wolff Financial Management, 401(K) Plan-6$1,448,269$124,466$20,744iApproximate average salary by contribution assumption: employee only about $518,608 at 4% or $345,739 at 6%; with 50% employer match about $345,739 at 4% or $230,493 at 6%; with 100% employer match about $259,304 at 4% or $172,869 at 6%.
202116$1,907,953$275,997$46,000iApproximate average salary by contribution assumption: employee only about $1,149,988 at 4% or $766,658 at 6%; with 50% employer match about $766,658 at 4% or $511,106 at 6%; with 100% employer match about $574,994 at 4% or $383,329 at 6%.
Wolff Financial Management, 401(K) Plan-6$1,907,953$275,997$46,000iApproximate average salary by contribution assumption: employee only about $1,149,988 at 4% or $766,658 at 6%; with 50% employer match about $766,658 at 4% or $511,106 at 6%; with 100% employer match about $574,994 at 4% or $383,329 at 6%.
202014$1,374,291$109,570$27,393iApproximate average salary by contribution assumption: employee only about $684,813 at 4% or $456,542 at 6%; with 50% employer match about $456,542 at 4% or $304,361 at 6%; with 100% employer match about $342,406 at 4% or $228,271 at 6%.
Wolff Financial Management, 401(K) Plan-4$1,374,291$109,570$27,393iApproximate average salary by contribution assumption: employee only about $684,813 at 4% or $456,542 at 6%; with 50% employer match about $456,542 at 4% or $304,361 at 6%; with 100% employer match about $342,406 at 4% or $228,271 at 6%.
201915$1,114,239$125,428$25,086iApproximate average salary by contribution assumption: employee only about $627,140 at 4% or $418,093 at 6%; with 50% employer match about $418,093 at 4% or $278,729 at 6%; with 100% employer match about $313,570 at 4% or $209,047 at 6%.
Wolff Financial Management, 401(K) Plan-5$1,114,239$125,428$25,086iApproximate average salary by contribution assumption: employee only about $627,140 at 4% or $418,093 at 6%; with 50% employer match about $418,093 at 4% or $278,729 at 6%; with 100% employer match about $313,570 at 4% or $209,047 at 6%.
201816$761,650$124,447$20,741iApproximate average salary by contribution assumption: employee only about $518,529 at 4% or $345,686 at 6%; with 50% employer match about $345,686 at 4% or $230,457 at 6%; with 100% employer match about $259,265 at 4% or $172,843 at 6%.
Wolff Financial Management, 401(K) Plan-6$761,650$124,447$20,741iApproximate average salary by contribution assumption: employee only about $518,529 at 4% or $345,686 at 6%; with 50% employer match about $345,686 at 4% or $230,457 at 6%; with 100% employer match about $259,265 at 4% or $172,843 at 6%.
201715$698,491$108,241$21,648iApproximate average salary by contribution assumption: employee only about $541,205 at 4% or $360,803 at 6%; with 50% employer match about $360,803 at 4% or $240,536 at 6%; with 100% employer match about $270,603 at 4% or $180,402 at 6%.
Wolff Financial Management, 401(K) Plan-5$698,491$108,241$21,648iApproximate average salary by contribution assumption: employee only about $541,205 at 4% or $360,803 at 6%; with 50% employer match about $360,803 at 4% or $240,536 at 6%; with 100% employer match about $270,603 at 4% or $180,402 at 6%.
201615$467,719$72,235$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
Wolff Financial Management, 401(K) Plan-5$467,719$72,235$14,447iApproximate average salary by contribution assumption: employee only about $361,175 at 4% or $240,783 at 6%; with 50% employer match about $240,783 at 4% or $160,522 at 6%; with 100% employer match about $180,588 at 4% or $120,392 at 6%.
201516$365,314$359,022$59,837iApproximate average salary by contribution assumption: employee only about $1,495,925 at 4% or $997,283 at 6%; with 50% employer match about $997,283 at 4% or $664,856 at 6%; with 100% employer match about $747,963 at 4% or $498,642 at 6%.
Wolff Financial Management, 401(K) Plan-6$365,314$359,022$59,837iApproximate average salary by contribution assumption: employee only about $1,495,925 at 4% or $997,283 at 6%; with 50% employer match about $997,283 at 4% or $664,856 at 6%; with 100% employer match about $747,963 at 4% or $498,642 at 6%.