401k Plan data: C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN plan

C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan Name	C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number	001

C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C. R. WOOD INSURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name: C. R. WOOD INSURANCE AGENCY, INC

Employer identification number (EIN): 271486186

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 C.R. WOOD INSURANCE AGENCY INC. 2024-05-02 CHARLES R. WOOD 2024-05-02
001 2022-01-01 CHARLES R WOOD 2023-05-12 C.R. WOOD INSURANCE AGENCY, INC. 2023-05-12
001 2021-01-01 CHARLES R. WOOD 2022-05-04 C.R. WOOD INSURANCE AGENCY INC. 2022-05-04
001 2020-01-01 CHARLES WOOD 2021-05-06
001 2019-01-01 CHARLES R WOOD 2020-06-18 CHARLES R WOOD 2020-06-18
001 2018-01-01 CHARLES R WOOD 2019-06-14 C.R. WOOD INSURANCE AGENCY INC 2019-06-14
001 2017-01-01 CHARLES R WOOD 2018-05-17 CHARLES R WOOD 2018-05-17
001 2016-01-01 CHARLES WOOD 2017-09-13
001 2015-01-01 CHARLES R WOOD 2016-05-16 CR WOOD INSURANCE AGENCY INC 2016-05-16
001 2014-01-01 CHARLES WOOD 2015-02-20 CHARLES WOOD 2015-02-20
001 2013-01-01 CHARLES WOOD 2014-06-16 CHARLES WOOD 2014-06-16
001 2012-01-01 CHARLES WOOD 2013-06-13 CHARLES WOOD 2013-06-13
001 2011-01-01 CHARLES WOOD 2012-05-22 CHARLES WOOD 2012-05-22
001 2010-01-01 CHARLES R WOOD 2011-06-14 CHARLES R WOOD 2011-06-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	C.R. WOOD INSURANCE AGENCY INC.	2024-05-02	CHARLES R. WOOD	2024-05-02
001	2022-01-01	CHARLES R WOOD	2023-05-12	C.R. WOOD INSURANCE AGENCY, INC.	2023-05-12
001	2021-01-01	CHARLES R. WOOD	2022-05-04	C.R. WOOD INSURANCE AGENCY INC.	2022-05-04
001	2020-01-01	CHARLES WOOD	2021-05-06
001	2019-01-01	CHARLES R WOOD	2020-06-18	CHARLES R WOOD	2020-06-18
001	2018-01-01	CHARLES R WOOD	2019-06-14	C.R. WOOD INSURANCE AGENCY INC	2019-06-14
001	2017-01-01	CHARLES R WOOD	2018-05-17	CHARLES R WOOD	2018-05-17
001	2016-01-01	CHARLES WOOD	2017-09-13
001	2015-01-01	CHARLES R WOOD	2016-05-16	CR WOOD INSURANCE AGENCY INC	2016-05-16
001	2014-01-01	CHARLES WOOD	2015-02-20	CHARLES WOOD	2015-02-20
001	2013-01-01	CHARLES WOOD	2014-06-16	CHARLES WOOD	2014-06-16
001	2012-01-01	CHARLES WOOD	2013-06-13	CHARLES WOOD	2013-06-13
001	2011-01-01	CHARLES WOOD	2012-05-22	CHARLES WOOD	2012-05-22
001	2010-01-01	CHARLES R WOOD	2011-06-14	CHARLES R WOOD	2011-06-14

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Company Name:	C. R. WOOD INSURANCE AGENCY, INC
Employer identification number (EIN):	271486186
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages