Civic Intelligence

Wolfe & Associates

Plan context: Wolfe & Associates

EIN 94-2213251 • Mill Valley, CA • 6 filings • 1 plans

104 Tiburon Blvd Suite 100Mill Valley, CA 94941
Current Snapshot

Latest Year

2021

2021 Participants

28

2021 Assets

$205,421

2021 Contributions

$40,067

Historical Graphs

Total Assets Over Time

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

$205,421$102,711$0201620192021YearValue
$205,421Latest year 2021

Participants Over Time

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

28140201620192021YearValue
28Latest year 2021

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
2021128$205,421$40,067$1,431iApproximate average salary by contribution assumption: employee only about $35,774 at 4% or $23,849 at 6%; with 50% employer match about $23,849 at 4% or $15,900 at 6%; with 100% employer match about $17,887 at 4% or $11,925 at 6%.
Wolfe & Associates-28$205,421$40,067$1,431iApproximate average salary by contribution assumption: employee only about $35,774 at 4% or $23,849 at 6%; with 50% employer match about $23,849 at 4% or $15,900 at 6%; with 100% employer match about $17,887 at 4% or $11,925 at 6%.
2020128$148,671$40,887$1,460iApproximate average salary by contribution assumption: employee only about $36,506 at 4% or $24,338 at 6%; with 50% employer match about $24,338 at 4% or $16,225 at 6%; with 100% employer match about $18,253 at 4% or $12,169 at 6%.
Wolfe & Associates-28$148,671$40,887$1,460iApproximate average salary by contribution assumption: employee only about $36,506 at 4% or $24,338 at 6%; with 50% employer match about $24,338 at 4% or $16,225 at 6%; with 100% employer match about $18,253 at 4% or $12,169 at 6%.
2019126$113,196$38,993$1,500iApproximate average salary by contribution assumption: employee only about $37,493 at 4% or $24,996 at 6%; with 50% employer match about $24,996 at 4% or $16,664 at 6%; with 100% employer match about $18,747 at 4% or $12,498 at 6%.
Wolfe & Associates-26$113,196$38,993$1,500iApproximate average salary by contribution assumption: employee only about $37,493 at 4% or $24,996 at 6%; with 50% employer match about $24,996 at 4% or $16,664 at 6%; with 100% employer match about $18,747 at 4% or $12,498 at 6%.
2018123$62,308$17,042$741iApproximate average salary by contribution assumption: employee only about $18,524 at 4% or $12,349 at 6%; with 50% employer match about $12,349 at 4% or $8,233 at 6%; with 100% employer match about $9,262 at 4% or $6,175 at 6%.
Wolfe & Associates-23$62,308$17,042$741iApproximate average salary by contribution assumption: employee only about $18,524 at 4% or $12,349 at 6%; with 50% employer match about $12,349 at 4% or $8,233 at 6%; with 100% employer match about $9,262 at 4% or $6,175 at 6%.
2017122$49,577$32,167$1,462iApproximate average salary by contribution assumption: employee only about $36,553 at 4% or $24,369 at 6%; with 50% employer match about $24,369 at 4% or $16,246 at 6%; with 100% employer match about $18,277 at 4% or $12,184 at 6%.
Wolfe & Associates-22$49,577$32,167$1,462iApproximate average salary by contribution assumption: employee only about $36,553 at 4% or $24,369 at 6%; with 50% employer match about $24,369 at 4% or $16,246 at 6%; with 100% employer match about $18,277 at 4% or $12,184 at 6%.
2016110$11,794$11,377$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,641 at 6%; with 100% employer match about $14,221 at 4% or $9,481 at 6%.
Wolfe & Associates-10$11,794$11,377$1,138iApproximate average salary by contribution assumption: employee only about $28,443 at 4% or $18,962 at 6%; with 50% employer match about $18,962 at 4% or $12,641 at 6%; with 100% employer match about $14,221 at 4% or $9,481 at 6%.