401k Plan data: WOOD WEALTH MANAGEMENT 401(K) PLAN plan

WOOD WEALTH MANAGEMENT 401(K) PLAN 401k Plan overview

Plan Name	WOOD WEALTH MANAGEMENT 401(K) PLAN
Plan identification number	001

WOOD WEALTH MANAGEMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WOOD WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name: WOOD WEALTH MANAGEMENT

Employer identification number (EIN): 205480945

NAIC Classification: 523120
NAIC Description: Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOOD WEALTH MANAGEMENT 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 CHIP WOOD 2024-05-21
001 2022-01-01 CHIP WOOD 2023-05-11
001 2021-01-01 CHIP WOOD 2022-06-27
001 2020-01-01 CHIP WOOD 2021-05-03
001 2019-01-01 CHIP WOOD 2020-06-16
001 2018-01-01 CHIP WOOD 2019-06-23
001 2017-01-01 CHIP WOOD 2018-03-15
001 2016-01-01 CHIP WOOD 2017-07-26
001 2015-01-01 CHIP WOOD 2016-06-01
001 2014-01-01 CHIP WOOD 2015-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CHIP WOOD	2024-05-21
001	2022-01-01	CHIP WOOD	2023-05-11
001	2021-01-01	CHIP WOOD	2022-06-27
001	2020-01-01	CHIP WOOD	2021-05-03
001	2019-01-01	CHIP WOOD	2020-06-16
001	2018-01-01	CHIP WOOD	2019-06-23
001	2017-01-01	CHIP WOOD	2018-03-15
001	2016-01-01	CHIP WOOD	2017-07-26
001	2015-01-01	CHIP WOOD	2016-06-01
001	2014-01-01	CHIP WOOD	2015-07-15

Potentially related plans

WOOD WEALTH GROUP, LLC 401(K) PLAN [EIN = 464138762]

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Company Name:	WOOD WEALTH MANAGEMENT
Employer identification number (EIN):	205480945
NAIC Classification:	523120
NAIC Description:	Securities Brokerage