Wolf & Company, P.C. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wolf & Company, P.C. is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $238,331 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$238,331
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$238,331
Filings
9
Plan sponsors
8
Plans
9
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Wolf & Company, P.C.
SponsorStatePlansReported compensation
Cooperative Banks Employees Retirement AssociationMA2$104,731
Campbell Conroy & O'Neil Professional CorporationMA1$22,500
Ulster Savings BankNY1$22,000
Forrester Research IncMA1$20,500
Massachusetts Bankers Association, Inc.MA1$19,350
The Cape Cod Five Cents Savings BankMA1$17,000
Gold Medal Bakery, Inc.MA1$16,500
Newtown Savings BankCT1$15,750

State footprint

Plans reporting Wolf & Company, P.C. are sponsored in MA (7), CT (1), NY (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cooperative Banks Employees Retirement AssociationCbera Plan A2023$55,682not reported in the loaded dataset
Cooperative Banks Employees Retirement AssociationCbera Plan C2023$49,049not reported in the loaded dataset
Campbell Conroy & O'Neil Professional CorporationCampbell, Conroy & O'Neil Professional Corporation 401(K) Plan2023$22,500not reported in the loaded dataset
Ulster Savings BankUlster Savings Bank 401(K) Plan2023$22,000not reported in the loaded dataset
Forrester Research IncForrester Research, Inc. 401(K) Plan & Trust2023$20,500not reported in the loaded dataset
Massachusetts Bankers Association, Inc.Massachusetts Bankers Association Group Insurance Trust2023$19,350not reported in the loaded dataset
The Cape Cod Five Cents Savings BankThe Cape Cod Five Cents Savings Bank 401(K) Plan2023$17,000not reported in the loaded dataset
Gold Medal Bakery, Inc.Gold Medal Bakery, Inc. Employees Supplemental Income Plan2023$16,500not reported in the loaded dataset
Newtown Savings BankNewtown Savings Bank Employees' 401(K) Savings Plan2023$15,750not reported in the loaded dataset

Related Form 5500 pages