Civic Intelligence

Wood Wealth Management

Plan context: Wood Wealth Management 401(K) Plan

EIN 20-5480945 • Grand Rapids, MI • 12 filings • 1 plans

1600 E. Beltline Ave. N.e., Ste 214Grand Rapids, MI 49525
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$385,845

2025 Contributions

$69,309

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$551,757$275,879$0201420202025YearValue
$385,845Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420201420202025YearValue
4Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$385,845$69,309$17,327iApproximate average salary by contribution assumption: employee only about $433,181 at 4% or $288,788 at 6%; with 50% employer match about $288,788 at 4% or $192,525 at 6%; with 100% employer match about $216,591 at 4% or $144,394 at 6%.
Wood Wealth Management 401(K) Plan-4$385,845$69,309$17,327iApproximate average salary by contribution assumption: employee only about $433,181 at 4% or $288,788 at 6%; with 50% employer match about $288,788 at 4% or $192,525 at 6%; with 100% employer match about $216,591 at 4% or $144,394 at 6%.
202414$550,040$112,090$28,023iApproximate average salary by contribution assumption: employee only about $700,563 at 4% or $467,042 at 6%; with 50% employer match about $467,042 at 4% or $311,361 at 6%; with 100% employer match about $350,281 at 4% or $233,521 at 6%.
Wood Wealth Management 401(K) Plan-4$550,040$112,090$28,023iApproximate average salary by contribution assumption: employee only about $700,563 at 4% or $467,042 at 6%; with 50% employer match about $467,042 at 4% or $311,361 at 6%; with 100% employer match about $350,281 at 4% or $233,521 at 6%.
202314$551,757$94,813$23,703iApproximate average salary by contribution assumption: employee only about $592,581 at 4% or $395,054 at 6%; with 50% employer match about $395,054 at 4% or $263,369 at 6%; with 100% employer match about $296,291 at 4% or $197,527 at 6%.
Wood Wealth Management 401(K) Plan-4$551,757$94,813$23,703iApproximate average salary by contribution assumption: employee only about $592,581 at 4% or $395,054 at 6%; with 50% employer match about $395,054 at 4% or $263,369 at 6%; with 100% employer match about $296,291 at 4% or $197,527 at 6%.
202213$394,897$86,105$28,702iApproximate average salary by contribution assumption: employee only about $717,542 at 4% or $478,361 at 6%; with 50% employer match about $478,361 at 4% or $318,907 at 6%; with 100% employer match about $358,771 at 4% or $239,181 at 6%.
Wood Wealth Management 401(K) Plan-3$394,897$86,105$28,702iApproximate average salary by contribution assumption: employee only about $717,542 at 4% or $478,361 at 6%; with 50% employer match about $478,361 at 4% or $318,907 at 6%; with 100% employer match about $358,771 at 4% or $239,181 at 6%.
202113$370,728$81,592$27,197iApproximate average salary by contribution assumption: employee only about $679,933 at 4% or $453,289 at 6%; with 50% employer match about $453,289 at 4% or $302,193 at 6%; with 100% employer match about $339,967 at 4% or $226,644 at 6%.
Wood Wealth Management 401(K) Plan-3$370,728$81,592$27,197iApproximate average salary by contribution assumption: employee only about $679,933 at 4% or $453,289 at 6%; with 50% employer match about $453,289 at 4% or $302,193 at 6%; with 100% employer match about $339,967 at 4% or $226,644 at 6%.
202012$466,323$74,772$37,386iApproximate average salary by contribution assumption: employee only about $934,650 at 4% or $623,100 at 6%; with 50% employer match about $623,100 at 4% or $415,400 at 6%; with 100% employer match about $467,325 at 4% or $311,550 at 6%.
Wood Wealth Management 401(K) Plan-2$466,323$74,772$37,386iApproximate average salary by contribution assumption: employee only about $934,650 at 4% or $623,100 at 6%; with 50% employer match about $623,100 at 4% or $415,400 at 6%; with 100% employer match about $467,325 at 4% or $311,550 at 6%.
201912$465,075$72,867$36,434iApproximate average salary by contribution assumption: employee only about $910,838 at 4% or $607,225 at 6%; with 50% employer match about $607,225 at 4% or $404,817 at 6%; with 100% employer match about $455,419 at 4% or $303,613 at 6%.
Wood Wealth Management 401(K) Plan-2$465,075$72,867$36,434iApproximate average salary by contribution assumption: employee only about $910,838 at 4% or $607,225 at 6%; with 50% employer match about $607,225 at 4% or $404,817 at 6%; with 100% employer match about $455,419 at 4% or $303,613 at 6%.
201812$310,462$70,727$35,364iApproximate average salary by contribution assumption: employee only about $884,088 at 4% or $589,392 at 6%; with 50% employer match about $589,392 at 4% or $392,928 at 6%; with 100% employer match about $442,044 at 4% or $294,696 at 6%.
Wood Wealth Management 401(K) Plan-2$310,462$70,727$35,364iApproximate average salary by contribution assumption: employee only about $884,088 at 4% or $589,392 at 6%; with 50% employer match about $589,392 at 4% or $392,928 at 6%; with 100% employer match about $442,044 at 4% or $294,696 at 6%.
201712$277,324$69,191$34,596iApproximate average salary by contribution assumption: employee only about $864,888 at 4% or $576,592 at 6%; with 50% employer match about $576,592 at 4% or $384,394 at 6%; with 100% employer match about $432,444 at 4% or $288,296 at 6%.
Wood Wealth Management 401(K) Plan-2$277,324$69,191$34,596iApproximate average salary by contribution assumption: employee only about $864,888 at 4% or $576,592 at 6%; with 50% employer match about $576,592 at 4% or $384,394 at 6%; with 100% employer match about $432,444 at 4% or $288,296 at 6%.
201612$192,842$67,281$33,641iApproximate average salary by contribution assumption: employee only about $841,013 at 4% or $560,675 at 6%; with 50% employer match about $560,675 at 4% or $373,783 at 6%; with 100% employer match about $420,506 at 4% or $280,338 at 6%.
Wood Wealth Management 401(K) Plan-2$192,842$67,281$33,641iApproximate average salary by contribution assumption: employee only about $841,013 at 4% or $560,675 at 6%; with 50% employer match about $560,675 at 4% or $373,783 at 6%; with 100% employer match about $420,506 at 4% or $280,338 at 6%.
201512$121,397$61,786$30,893iApproximate average salary by contribution assumption: employee only about $772,325 at 4% or $514,883 at 6%; with 50% employer match about $514,883 at 4% or $343,256 at 6%; with 100% employer match about $386,163 at 4% or $257,442 at 6%.
Wood Wealth Management 401(K) Plan-2$121,397$61,786$30,893iApproximate average salary by contribution assumption: employee only about $772,325 at 4% or $514,883 at 6%; with 50% employer match about $514,883 at 4% or $343,256 at 6%; with 100% employer match about $386,163 at 4% or $257,442 at 6%.
201412$63,306$62,506$31,253iApproximate average salary by contribution assumption: employee only about $781,325 at 4% or $520,883 at 6%; with 50% employer match about $520,883 at 4% or $347,256 at 6%; with 100% employer match about $390,663 at 4% or $260,442 at 6%.
Wood Wealth Management 401(K) Plan-2$63,306$62,506$31,253iApproximate average salary by contribution assumption: employee only about $781,325 at 4% or $520,883 at 6%; with 50% employer match about $520,883 at 4% or $347,256 at 6%; with 100% employer match about $390,663 at 4% or $260,442 at 6%.