Civic Intelligence

Wood Financial Group LLC

Plan context: Wood Financial Group 401(K) Plan

EIN 26-0262371 • Hendersonville, TN • 10 filings • 1 plans

181 East Main St.Hendersonville, TN 37075
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$851,736

2024 Contributions

$270,365

Historical Graphs

Total Assets Over Time

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

$851,736$425,868$0201520202024YearValue
$851,736Latest year 2024

Participants Over Time

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

38190201520202024YearValue
38Latest year 2024

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
2024138$851,736$270,365$7,115iApproximate average salary by contribution assumption: employee only about $177,872 at 4% or $118,581 at 6%; with 50% employer match about $118,581 at 4% or $79,054 at 6%; with 100% employer match about $88,936 at 4% or $59,291 at 6%.
Wood Financial Group 401(K) Plan-38$851,736$270,365$7,115iApproximate average salary by contribution assumption: employee only about $177,872 at 4% or $118,581 at 6%; with 50% employer match about $118,581 at 4% or $79,054 at 6%; with 100% employer match about $88,936 at 4% or $59,291 at 6%.
2023124$581,541$226,153$9,423iApproximate average salary by contribution assumption: employee only about $235,576 at 4% or $157,051 at 6%; with 50% employer match about $157,051 at 4% or $104,700 at 6%; with 100% employer match about $117,788 at 4% or $78,525 at 6%.
Wood Financial Group 401(K) Plan-24$581,541$226,153$9,423iApproximate average salary by contribution assumption: employee only about $235,576 at 4% or $157,051 at 6%; with 50% employer match about $157,051 at 4% or $104,700 at 6%; with 100% employer match about $117,788 at 4% or $78,525 at 6%.
2022123$315,431$149,072$6,481iApproximate average salary by contribution assumption: employee only about $162,035 at 4% or $108,023 at 6%; with 50% employer match about $108,023 at 4% or $72,015 at 6%; with 100% employer match about $81,017 at 4% or $54,012 at 6%.
Wood Financial Group 401(K) Plan-23$315,431$149,072$6,481iApproximate average salary by contribution assumption: employee only about $162,035 at 4% or $108,023 at 6%; with 50% employer match about $108,023 at 4% or $72,015 at 6%; with 100% employer match about $81,017 at 4% or $54,012 at 6%.
2021111$342,261$104,329$9,484iApproximate average salary by contribution assumption: employee only about $237,111 at 4% or $158,074 at 6%; with 50% employer match about $158,074 at 4% or $105,383 at 6%; with 100% employer match about $118,556 at 4% or $79,037 at 6%.
Wood Financial Group 401(K) Plan-11$342,261$104,329$9,484iApproximate average salary by contribution assumption: employee only about $237,111 at 4% or $158,074 at 6%; with 50% employer match about $158,074 at 4% or $105,383 at 6%; with 100% employer match about $118,556 at 4% or $79,037 at 6%.
202018$245,607$38,432$4,804iApproximate average salary by contribution assumption: employee only about $120,100 at 4% or $80,067 at 6%; with 50% employer match about $80,067 at 4% or $53,378 at 6%; with 100% employer match about $60,050 at 4% or $40,033 at 6%.
Wood Financial Group 401(K) Plan-8$245,607$38,432$4,804iApproximate average salary by contribution assumption: employee only about $120,100 at 4% or $80,067 at 6%; with 50% employer match about $80,067 at 4% or $53,378 at 6%; with 100% employer match about $60,050 at 4% or $40,033 at 6%.
201918$160,879$54,088$6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,683 at 6%; with 50% employer match about $112,683 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%.
Wood Financial Group 401(K) Plan-8$160,879$54,088$6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,683 at 6%; with 50% employer match about $112,683 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%.
201810$109,303$38,822-
Wood Financial Group 401(K) Plan-0$109,303$38,822-
201719$81,656$35,567$3,952iApproximate average salary by contribution assumption: employee only about $98,797 at 4% or $65,865 at 6%; with 50% employer match about $65,865 at 4% or $43,910 at 6%; with 100% employer match about $49,399 at 4% or $32,932 at 6%.
Wood Financial Group 401(K) Plan-9$81,656$35,567$3,952iApproximate average salary by contribution assumption: employee only about $98,797 at 4% or $65,865 at 6%; with 50% employer match about $65,865 at 4% or $43,910 at 6%; with 100% employer match about $49,399 at 4% or $32,932 at 6%.
201617$48,845$30,203$4,315iApproximate average salary by contribution assumption: employee only about $107,868 at 4% or $71,912 at 6%; with 50% employer match about $71,912 at 4% or $47,941 at 6%; with 100% employer match about $53,934 at 4% or $35,956 at 6%.
Wood Financial Group 401(K) Plan-7$48,845$30,203$4,315iApproximate average salary by contribution assumption: employee only about $107,868 at 4% or $71,912 at 6%; with 50% employer match about $71,912 at 4% or $47,941 at 6%; with 100% employer match about $53,934 at 4% or $35,956 at 6%.
201517$14,058$14,075$2,011iApproximate average salary by contribution assumption: employee only about $50,268 at 4% or $33,512 at 6%; with 50% employer match about $33,512 at 4% or $22,341 at 6%; with 100% employer match about $25,134 at 4% or $16,756 at 6%.
Wood Financial Group 401(K) Plan-7$14,058$14,075$2,011iApproximate average salary by contribution assumption: employee only about $50,268 at 4% or $33,512 at 6%; with 50% employer match about $33,512 at 4% or $22,341 at 6%; with 100% employer match about $25,134 at 4% or $16,756 at 6%.