Civic Intelligence

Wolfe Clinic PC.

Plan context: Wolfe Clinic PC. 401K Profit Sharing Plan

EIN 42-0954581 • Marshalltown, IA • 64 filings • 15 plans

309 E Church StMarshalltown, IA 50158-2946
Current Snapshot

Latest Year

2024

2024 Participants

540

2024 Assets

$87,197,521

2024 Contributions

$7,604,706

Historical Graphs

Total Assets Over Time

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

$87,197,521$43,598,761$0199920112023YearValue
$87,197,521Latest year 2023

Participants Over Time

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

5672840199920122024YearValue
540Latest 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
20241540$0$0-
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-540---
20232567$87,197,521$7,604,706$13,412iApproximate average salary by contribution assumption: employee only about $335,304 at 4% or $223,536 at 6%; with 50% employer match about $223,536 at 4% or $149,024 at 6%; with 100% employer match about $167,652 at 4% or $111,768 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-567$87,197,521$7,604,706$13,412iApproximate average salary by contribution assumption: employee only about $335,304 at 4% or $223,536 at 6%; with 50% employer match about $223,536 at 4% or $149,024 at 6%; with 100% employer match about $167,652 at 4% or $111,768 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-557---
20222562$78,991,238$5,480,749$9,752iApproximate average salary by contribution assumption: employee only about $243,806 at 4% or $162,537 at 6%; with 50% employer match about $162,537 at 4% or $108,358 at 6%; with 100% employer match about $121,903 at 4% or $81,269 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-562$78,991,238$5,480,749$9,752iApproximate average salary by contribution assumption: employee only about $243,806 at 4% or $162,537 at 6%; with 50% employer match about $162,537 at 4% or $108,358 at 6%; with 100% employer match about $121,903 at 4% or $81,269 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-498---
20212509$69,397,377$4,373,057$8,591iApproximate average salary by contribution assumption: employee only about $214,787 at 4% or $143,191 at 6%; with 50% employer match about $143,191 at 4% or $95,461 at 6%; with 100% employer match about $107,393 at 4% or $71,596 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-509$69,397,377$4,373,057$8,591iApproximate average salary by contribution assumption: employee only about $214,787 at 4% or $143,191 at 6%; with 50% employer match about $143,191 at 4% or $95,461 at 6%; with 100% employer match about $107,393 at 4% or $71,596 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-470---
20202472$82,281,737$4,083,467$8,651iApproximate average salary by contribution assumption: employee only about $216,285 at 4% or $144,190 at 6%; with 50% employer match about $144,190 at 4% or $96,127 at 6%; with 100% employer match about $108,143 at 4% or $72,095 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-472$82,281,737$4,083,467$8,651iApproximate average salary by contribution assumption: employee only about $216,285 at 4% or $144,190 at 6%; with 50% employer match about $144,190 at 4% or $96,127 at 6%; with 100% employer match about $108,143 at 4% or $72,095 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-420---
20192440$63,568,001$3,983,631$9,054iApproximate average salary by contribution assumption: employee only about $226,343 at 4% or $150,895 at 6%; with 50% employer match about $150,895 at 4% or $100,597 at 6%; with 100% employer match about $113,171 at 4% or $75,448 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-440$63,568,001$3,983,631$9,054iApproximate average salary by contribution assumption: employee only about $226,343 at 4% or $150,895 at 6%; with 50% employer match about $150,895 at 4% or $100,597 at 6%; with 100% employer match about $113,171 at 4% or $75,448 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-418---
20183449$58,891,821$4,672,986$10,408iApproximate average salary by contribution assumption: employee only about $260,189 at 4% or $173,459 at 6%; with 50% employer match about $173,459 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,730 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-449$58,891,821$4,672,986$10,408iApproximate average salary by contribution assumption: employee only about $260,189 at 4% or $173,459 at 6%; with 50% employer match about $173,459 at 4% or $115,639 at 6%; with 100% employer match about $130,094 at 4% or $86,730 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-411---
Wolfe Clinic P C Cafeteria Plan-0---
20173394$53,348,591$3,490,482$8,859iApproximate average salary by contribution assumption: employee only about $221,477 at 4% or $147,652 at 6%; with 50% employer match about $147,652 at 4% or $98,434 at 6%; with 100% employer match about $110,739 at 4% or $73,826 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-394$53,348,591$3,490,482$8,859iApproximate average salary by contribution assumption: employee only about $221,477 at 4% or $147,652 at 6%; with 50% employer match about $147,652 at 4% or $98,434 at 6%; with 100% employer match about $110,739 at 4% or $73,826 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-367---
Wolfe Clinic P C Cafeteria Plan-0---
20163377$47,472,346$3,069,194$8,141iApproximate average salary by contribution assumption: employee only about $203,527 at 4% or $135,685 at 6%; with 50% employer match about $135,685 at 4% or $90,457 at 6%; with 100% employer match about $101,764 at 4% or $67,842 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-377$47,472,346$3,069,194$8,141iApproximate average salary by contribution assumption: employee only about $203,527 at 4% or $135,685 at 6%; with 50% employer match about $135,685 at 4% or $90,457 at 6%; with 100% employer match about $101,764 at 4% or $67,842 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-346---
Wolfe Clinic P C Cafeteria Plan-100---
20153364$41,930,147$3,001,227$8,245iApproximate average salary by contribution assumption: employee only about $206,128 at 4% or $137,419 at 6%; with 50% employer match about $137,419 at 4% or $91,613 at 6%; with 100% employer match about $103,064 at 4% or $68,709 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-364$41,930,147$3,001,227$8,245iApproximate average salary by contribution assumption: employee only about $206,128 at 4% or $137,419 at 6%; with 50% employer match about $137,419 at 4% or $91,613 at 6%; with 100% employer match about $103,064 at 4% or $68,709 at 6%.
Wolfe Clinic P C Cafeteria Plan-106---
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-329---
20143356$42,260,808$3,293,312$9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-356$42,260,808$3,293,312$9,251iApproximate average salary by contribution assumption: employee only about $231,272 at 4% or $154,181 at 6%; with 50% employer match about $154,181 at 4% or $102,788 at 6%; with 100% employer match about $115,636 at 4% or $77,091 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-336---
Wolfe Clinic P C Cafeteria Plan-120---
20133359$40,544,104$2,833,847$7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,672 at 4% or $65,781 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-359$40,544,104$2,833,847$7,894iApproximate average salary by contribution assumption: employee only about $197,343 at 4% or $131,562 at 6%; with 50% employer match about $131,562 at 4% or $87,708 at 6%; with 100% employer match about $98,672 at 4% or $65,781 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-316---
Wolfe Clinic P C Cafeteria Plan-122---
20123339$35,049,315$2,832,649$8,356iApproximate average salary by contribution assumption: employee only about $208,897 at 4% or $139,265 at 6%; with 50% employer match about $139,265 at 4% or $92,843 at 6%; with 100% employer match about $104,449 at 4% or $69,632 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-339$35,049,315$2,832,649$8,356iApproximate average salary by contribution assumption: employee only about $208,897 at 4% or $139,265 at 6%; with 50% employer match about $139,265 at 4% or $92,843 at 6%; with 100% employer match about $104,449 at 4% or $69,632 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-306---
Wolfe Clinic P C Cafeteria Plan-118---
20113327$29,836,164$2,492,363$7,622iApproximate average salary by contribution assumption: employee only about $190,548 at 4% or $127,032 at 6%; with 50% employer match about $127,032 at 4% or $84,688 at 6%; with 100% employer match about $95,274 at 4% or $63,516 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-327$29,836,164$2,492,363$7,622iApproximate average salary by contribution assumption: employee only about $190,548 at 4% or $127,032 at 6%; with 50% employer match about $127,032 at 4% or $84,688 at 6%; with 100% employer match about $95,274 at 4% or $63,516 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-286---
Wolfe Clinic P C Cafeteria Plan-110---
20103321$30,393,106$2,399,450$7,475iApproximate average salary by contribution assumption: employee only about $186,873 at 4% or $124,582 at 6%; with 50% employer match about $124,582 at 4% or $83,055 at 6%; with 100% employer match about $93,437 at 4% or $62,291 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-321$30,393,106$2,399,450$7,475iApproximate average salary by contribution assumption: employee only about $186,873 at 4% or $124,582 at 6%; with 50% employer match about $124,582 at 4% or $83,055 at 6%; with 100% employer match about $93,437 at 4% or $62,291 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-261---
Wolfe Clinic P C Cafeteria Plan-106---
20092299$26,300,332$2,163,495$7,236iApproximate average salary by contribution assumption: employee only about $180,894 at 4% or $120,596 at 6%; with 50% employer match about $120,596 at 4% or $80,397 at 6%; with 100% employer match about $90,447 at 4% or $60,298 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-299$26,300,332$2,163,495$7,236iApproximate average salary by contribution assumption: employee only about $180,894 at 4% or $120,596 at 6%; with 50% employer match about $120,596 at 4% or $80,397 at 6%; with 100% employer match about $90,447 at 4% or $60,298 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-250---
20082298$21,391,981$2,088,204$7,007iApproximate average salary by contribution assumption: employee only about $175,185 at 4% or $116,790 at 6%; with 50% employer match about $116,790 at 4% or $77,860 at 6%; with 100% employer match about $87,592 at 4% or $58,395 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-298$21,391,981$2,088,204$7,007iApproximate average salary by contribution assumption: employee only about $175,185 at 4% or $116,790 at 6%; with 50% employer match about $116,790 at 4% or $77,860 at 6%; with 100% employer match about $87,592 at 4% or $58,395 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-246---
20072269$25,579,278$1,970,494$7,325iApproximate average salary by contribution assumption: employee only about $183,131 at 4% or $122,088 at 6%; with 50% employer match about $122,088 at 4% or $81,392 at 6%; with 100% employer match about $91,566 at 4% or $61,044 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-269$25,579,278$1,970,494$7,325iApproximate average salary by contribution assumption: employee only about $183,131 at 4% or $122,088 at 6%; with 50% employer match about $122,088 at 4% or $81,392 at 6%; with 100% employer match about $91,566 at 4% or $61,044 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-239---
20062271$28,087,433$1,822,831$6,726iApproximate average salary by contribution assumption: employee only about $168,158 at 4% or $112,105 at 6%; with 50% employer match about $112,105 at 4% or $74,737 at 6%; with 100% employer match about $84,079 at 4% or $56,053 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-271$28,087,433$1,822,831$6,726iApproximate average salary by contribution assumption: employee only about $168,158 at 4% or $112,105 at 6%; with 50% employer match about $112,105 at 4% or $74,737 at 6%; with 100% employer match about $84,079 at 4% or $56,053 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-230---
20052267$22,553,066$1,723,791$6,456iApproximate average salary by contribution assumption: employee only about $161,404 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,702 at 4% or $53,801 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-267$22,553,066$1,723,791$6,456iApproximate average salary by contribution assumption: employee only about $161,404 at 4% or $107,602 at 6%; with 50% employer match about $107,602 at 4% or $71,735 at 6%; with 100% employer match about $80,702 at 4% or $53,801 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-240---
20042260$18,472,616$1,644,789$6,326iApproximate average salary by contribution assumption: employee only about $158,153 at 4% or $105,435 at 6%; with 50% employer match about $105,435 at 4% or $70,290 at 6%; with 100% employer match about $79,076 at 4% or $52,718 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-260$18,472,616$1,644,789$6,326iApproximate average salary by contribution assumption: employee only about $158,153 at 4% or $105,435 at 6%; with 50% employer match about $105,435 at 4% or $70,290 at 6%; with 100% employer match about $79,076 at 4% or $52,718 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-228---
20032261$15,583,450$3,462,256$13,265iApproximate average salary by contribution assumption: employee only about $331,634 at 4% or $221,089 at 6%; with 50% employer match about $221,089 at 4% or $147,393 at 6%; with 100% employer match about $165,817 at 4% or $110,545 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-261$15,583,450$3,462,256$13,265iApproximate average salary by contribution assumption: employee only about $331,634 at 4% or $221,089 at 6%; with 50% employer match about $221,089 at 4% or $147,393 at 6%; with 100% employer match about $165,817 at 4% or $110,545 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-222---
20023269$10,659,902$4,943,370$18,377iApproximate average salary by contribution assumption: employee only about $459,421 at 4% or $306,281 at 6%; with 50% employer match about $306,281 at 4% or $204,187 at 6%; with 100% employer match about $229,711 at 4% or $153,140 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-269$10,659,902$4,186,545$15,563iApproximate average salary by contribution assumption: employee only about $389,084 at 4% or $259,389 at 6%; with 50% employer match about $259,389 at 4% or $172,926 at 6%; with 100% employer match about $194,542 at 4% or $129,695 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-212---
Wolfe Clinic PC. Employees Pension Plan-0-$756,825-
20013245$10,785,307$1,128,762$4,607iApproximate average salary by contribution assumption: employee only about $115,180 at 4% or $76,787 at 6%; with 50% employer match about $76,787 at 4% or $51,191 at 6%; with 100% employer match about $57,590 at 4% or $38,393 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-245$6,228,607$954,606$3,896iApproximate average salary by contribution assumption: employee only about $97,409 at 4% or $64,939 at 6%; with 50% employer match about $64,939 at 4% or $43,293 at 6%; with 100% employer match about $48,704 at 4% or $32,470 at 6%.
Wolfe Clinic PC. Employees Pension Plan-104$4,556,700$174,156$1,675iApproximate average salary by contribution assumption: employee only about $41,864 at 4% or $27,910 at 6%; with 50% employer match about $27,910 at 4% or $18,606 at 6%; with 100% employer match about $20,932 at 4% or $13,955 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-220---
20003203$4,299,917$207,000$1,020iApproximate average salary by contribution assumption: employee only about $25,493 at 4% or $16,995 at 6%; with 50% employer match about $16,995 at 4% or $11,330 at 6%; with 100% employer match about $12,746 at 4% or $8,498 at 6%.
Wolfe Clinic PC. Employees Pension Plan-108$4,299,917$207,000$1,917iApproximate average salary by contribution assumption: employee only about $47,917 at 4% or $31,944 at 6%; with 50% employer match about $31,944 at 4% or $21,296 at 6%; with 100% employer match about $23,958 at 4% or $15,972 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-203---
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-0---
19993247$7,560,666$968,995$3,923iApproximate average salary by contribution assumption: employee only about $98,076 at 4% or $65,384 at 6%; with 50% employer match about $65,384 at 4% or $43,590 at 6%; with 100% employer match about $49,038 at 4% or $32,692 at 6%.
Wolfe Clinic PC. 401K Profit Sharing Plan-247$3,795,397$745,244$3,017iApproximate average salary by contribution assumption: employee only about $75,430 at 4% or $50,286 at 6%; with 50% employer match about $50,286 at 4% or $33,524 at 6%; with 100% employer match about $37,715 at 4% or $25,143 at 6%.
Wolfe Clinic PC. Employees Pension Plan-110$3,765,269$223,751$2,034iApproximate average salary by contribution assumption: employee only about $50,853 at 4% or $33,902 at 6%; with 50% employer match about $33,902 at 4% or $22,601 at 6%; with 100% employer match about $25,426 at 4% or $16,951 at 6%.
Wolfe Clinic PC. and Clinic Investment Inc. Flexible Benefits Plan-0---