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  2. Gene Wolfgram Ins. and Financial Svcs, Inc

Filings through Oct 24, 2026.

Gene Wolfgram Ins. and Financial Svcs, Inc

EIN 99-4985015-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$27K assets
Health & Benefits
0
Participants
6
8902 PRESTON MANOR DR - FRISCO, TX 75033972-335-9731
Plans on this EIN
1 filing
#001401(k)-$27K - 6 part

Plan summaries

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

Retirement#001

GENE WOLFGRAM INSURANCE AND FS 401(K) PLAN

401(k)

Assets$27K
Participants6
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
#001GENE WOLFGRAM INSURANCE AND FS 401(K) PLAN401(k)$27K62025
  • GENE WOLFGRAM INSURANCE AND FS 401(K) PLAN$27K
    #001 · 401(k) · 20256
Retirement plans
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