Wolff Financial Management, L.L.C.

Michigan

Registered In

03/12/2003

Incorp. Date

Company Summary

Wolff Financial Management, L.L.C. in Michigan lists Matthew R Wolff of Kalamazoo, MI.

Matthew R Wolff Registered Agent

5938 VENTURE PARK DR, KALAMAZOO, MI 49009 (Mailing)

Form 5500

5938 Venture Park Drive, Kalamazoo, Mi 49009 (269) 372-3100 EIN:38-3548642 Plan Admin:Matthew Wolff

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWOLFF FINANCIAL MANAGEMENT, 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,448,269 / $1,714,608	2023	WOLFF FINANCIAL MANAGEMENT, 401(K) PLAN - Plan #001	6 / 6	$1,448,269 / $1,714,608
2022	Plan NameWOLFF FINANCIAL MANAGEMENT, 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,907,953 / $1,448,269	2022	WOLFF FINANCIAL MANAGEMENT, 401(K) PLAN - Plan #001	6 / 6	$1,907,953 / $1,448,269
2021	Plan NameWOLFF FINANCIAL MANAGEMENT, 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$1,374,291 / $1,907,953	2021	WOLFF FINANCIAL MANAGEMENT, 401(K) PLAN - Plan #001	6 / 6	$1,374,291 / $1,907,953
2020	Plan NameWOLFF FINANCIAL MANAGEMENT, 401(K) PLAN Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,114,239 / $1,374,291	2020	WOLFF FINANCIAL MANAGEMENT, 401(K) PLAN - Plan #001	5 / 4	$1,114,239 / $1,374,291
2019	Plan NameWOLFF FINANCIAL MANAGEMENT, 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$761,650 / $1,114,239	2019	WOLFF FINANCIAL MANAGEMENT, 401(K) PLAN - Plan #001	6 / 5	$761,650 / $1,114,239

Benefit & Retirement Plans based on Form 5500.

PPP Loans

5938 Venture Park Drive, Kalamazoo, MI 49009 Industry:Administrative Management and General Management Consulting Services

Loan Date	Approved	Forgiven	Lender	Jobs
04/15/2020	Approved$88,700 Forgiven$89,343 LenderPNC Bank, National Association Jobs5	04/15/2020	$88,700	$89,343	PNC Bank, National Association	5

PPP Loans based on Paycheck Protection Program.

Person/City Match:Matthew R Wolff - Kalamazoo, MI

Futurevest Financial, L.L.C. Registered in Michigan	Kalamazoo, MI		View Report

The following government agencies have contributed data:

Department of Licensing and Regulatory Affairs U.S. Department of Labor U.S. Small Business Administration

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