How many benefit plans does Wolfe Clinic Invest Flexible Benefit Plan report on Form 5500?

Wolfe Clinic Invest Flexible Benefit Plan (EIN 42-0954581) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wolfe Clinic Invest Flexible Benefit Plan?

The Employer Identification Number (EIN) reported for Wolfe Clinic Invest Flexible Benefit Plan is 42-0954581.

What is the latest Form 5500 filing year for Wolfe Clinic Invest Flexible Benefit Plan?

The latest loaded Form 5500 filing year for Wolfe Clinic Invest Flexible Benefit Plan is 2023.

Wolfe Clinic Invest Flexible Benefit Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wolfe Clinic Invest Flexible Benefit Plan (EIN 42-0954581) is a plan sponsor located in Marshalltown, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 42-0954581
Location: Marshalltown, IA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $87,197,521
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $87,197,521

Contributions & income

Employer contributions: $2,314,024
Participant contributions: $2,810,625
Total income / additions: $17,821,649

Expenses & distributions

Benefits paid / distributions: $9,469,576
Total expenses: $9,615,366
Net increase / (decrease): $8,206,283

Coverage

Total reported participants: 1,221
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Wolfe Clinic Invest Flexible Benefit Plan plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Wolfe Clinic, P.C. 401(K) Profit Sharing Plan	003	713	$87,197,521	2023
Wolfe Clinic Invest Flexible Benefit Plan	501	508	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Wolfe Clinic Invest Flexible Benefit Plan
Year	Plan	Participants	Schedules	Filing
2023	Wolfe Clinic Invest Flexible Benefit Plan	508	—	20240805152427NAL0002285760001
2023	Wolfe Clinic, P.C. 401(K) Profit Sharing Plan	713	H, C	20250415114749NAL0003289521001