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  2. Wolfe Financial Inc

Filings through Oct 24, 2026.

Wolfe Financial Inc

EIN 26-2429669-banking-Latest filing 2025
Plans
1
Retirement
1
$6.6M assets
Health & Benefits
0
Participants
106
191 NC HWY 42N, STE H - ASHEBORO, NC 27203336-625-4992LinkedIn51-200 employeesbanking
Plans on this EIN
1 filing
#001401(k)-$6.6M - 106 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

WOLFE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$6.6M
Participants106
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WOLFE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$6.6M1062025
  • WOLFE FINANCIAL, INC. 401(K) PROFIT SHARING PLAN AND TRUST$6.6M
    #001 · 401(k) · 2025106
Retirement plans
Health & Benefits plans
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