Civic Intelligence

L David Wolfe PC

Plan context: L David Wolfe PC 401(K) Profit Sharing Plan & Trust

EIN 58-2339373 • Atlanta, GA • 12 filings • 3 plans

101 Marietta St NW Ste 3325Atlanta, GA 30303-2716
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$380,087

2025 Contributions

$45,300

Historical Graphs

Total Assets Over Time

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

$418,161$209,081$0201520202025YearValue
$380,087Latest year 2025

Participants Over Time

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

210201520202025YearValue
2Latest year 2025

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
202512$380,087$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$380,087$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
202412$306,219$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$306,219$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
202312$247,378$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$247,378$45,300$22,650iApproximate average salary by contribution assumption: employee only about $566,250 at 4% or $377,500 at 6%; with 50% employer match about $377,500 at 4% or $251,667 at 6%; with 100% employer match about $283,125 at 4% or $188,750 at 6%.
202212$183,640$44,300$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$183,640$44,300$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
202112$168,324$43,913$21,957iApproximate average salary by contribution assumption: employee only about $548,913 at 4% or $365,942 at 6%; with 50% employer match about $365,942 at 4% or $243,961 at 6%; with 100% employer match about $274,456 at 4% or $182,971 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$168,324$43,913$21,957iApproximate average salary by contribution assumption: employee only about $548,913 at 4% or $365,942 at 6%; with 50% employer match about $365,942 at 4% or $243,961 at 6%; with 100% employer match about $274,456 at 4% or $182,971 at 6%.
202012$115,403$41,472$20,736iApproximate average salary by contribution assumption: employee only about $518,400 at 4% or $345,600 at 6%; with 50% employer match about $345,600 at 4% or $230,400 at 6%; with 100% employer match about $259,200 at 4% or $172,800 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$115,403$41,472$20,736iApproximate average salary by contribution assumption: employee only about $518,400 at 4% or $345,600 at 6%; with 50% employer match about $345,600 at 4% or $230,400 at 6%; with 100% employer match about $259,200 at 4% or $172,800 at 6%.
201912$63,754$38,099$19,050iApproximate average salary by contribution assumption: employee only about $476,238 at 4% or $317,492 at 6%; with 50% employer match about $317,492 at 4% or $211,661 at 6%; with 100% employer match about $238,119 at 4% or $158,746 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$63,754$38,099$19,050iApproximate average salary by contribution assumption: employee only about $476,238 at 4% or $317,492 at 6%; with 50% employer match about $317,492 at 4% or $211,661 at 6%; with 100% employer match about $238,119 at 4% or $158,746 at 6%.
201822$20,199$20,886$10,443iApproximate average salary by contribution assumption: employee only about $261,075 at 4% or $174,050 at 6%; with 50% employer match about $174,050 at 4% or $116,033 at 6%; with 100% employer match about $130,538 at 4% or $87,025 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$20,199$20,886$10,443iApproximate average salary by contribution assumption: employee only about $261,075 at 4% or $174,050 at 6%; with 50% employer match about $174,050 at 4% or $116,033 at 6%; with 100% employer match about $130,538 at 4% or $87,025 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-0---
201712$418,161$0-
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$418,161--
201612$360,501$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$360,501$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
201512$321,495$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.
L David Wolfe PC 401(K) Profit Sharing Plan & Trust-2$321,495$17,500$8,750iApproximate average salary by contribution assumption: employee only about $218,750 at 4% or $145,833 at 6%; with 50% employer match about $145,833 at 4% or $97,222 at 6%; with 100% employer match about $109,375 at 4% or $72,917 at 6%.