Civic Intelligence

Wood Tarver Financial Group LLC

Plan context: Wood Tarver Financial Group 401(K) Plan

EIN 27-4906041 • 8 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$898,450

2024 Contributions

$212,575

Historical Graphs

Total Assets Over Time

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

$1,675,752$837,876$0201720212024YearValue
$898,450Latest year 2024

Participants Over Time

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

630201720212024YearValue
6Latest 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
202416$898,450$212,575$35,429iApproximate average salary by contribution assumption: employee only about $885,729 at 4% or $590,486 at 6%; with 50% employer match about $590,486 at 4% or $393,657 at 6%; with 100% employer match about $442,865 at 4% or $295,243 at 6%.
Wood Tarver Financial Group 401(K) Plan-6$898,450$212,575$35,429iApproximate average salary by contribution assumption: employee only about $885,729 at 4% or $590,486 at 6%; with 50% employer match about $590,486 at 4% or $393,657 at 6%; with 100% employer match about $442,865 at 4% or $295,243 at 6%.
202315$585,020$129,285$25,857iApproximate average salary by contribution assumption: employee only about $646,425 at 4% or $430,950 at 6%; with 50% employer match about $430,950 at 4% or $287,300 at 6%; with 100% employer match about $323,213 at 4% or $215,475 at 6%.
Wood Tarver Financial Group 401(K) Plan-5$585,020$129,285$25,857iApproximate average salary by contribution assumption: employee only about $646,425 at 4% or $430,950 at 6%; with 50% employer match about $430,950 at 4% or $287,300 at 6%; with 100% employer match about $323,213 at 4% or $215,475 at 6%.
202216$693,066$170,979$28,497iApproximate average salary by contribution assumption: employee only about $712,413 at 4% or $474,942 at 6%; with 50% employer match about $474,942 at 4% or $316,628 at 6%; with 100% employer match about $356,206 at 4% or $237,471 at 6%.
Wood Tarver Financial Group 401(K) Plan-6$693,066$170,979$28,497iApproximate average salary by contribution assumption: employee only about $712,413 at 4% or $474,942 at 6%; with 50% employer match about $474,942 at 4% or $316,628 at 6%; with 100% employer match about $356,206 at 4% or $237,471 at 6%.
202116$1,675,752$301,858$50,310iApproximate average salary by contribution assumption: employee only about $1,257,742 at 4% or $838,494 at 6%; with 50% employer match about $838,494 at 4% or $558,996 at 6%; with 100% employer match about $628,871 at 4% or $419,247 at 6%.
Wood Tarver Financial Group 401(K) Plan-6$1,675,752$301,858$50,310iApproximate average salary by contribution assumption: employee only about $1,257,742 at 4% or $838,494 at 6%; with 50% employer match about $838,494 at 4% or $558,996 at 6%; with 100% employer match about $628,871 at 4% or $419,247 at 6%.
202015$1,271,193$218,605$43,721iApproximate average salary by contribution assumption: employee only about $1,093,025 at 4% or $728,683 at 6%; with 50% employer match about $728,683 at 4% or $485,789 at 6%; with 100% employer match about $546,513 at 4% or $364,342 at 6%.
Wood Tarver Financial Group 401(K) Plan-5$1,271,193$218,605$43,721iApproximate average salary by contribution assumption: employee only about $1,093,025 at 4% or $728,683 at 6%; with 50% employer match about $728,683 at 4% or $485,789 at 6%; with 100% employer match about $546,513 at 4% or $364,342 at 6%.
201914$889,223$158,967$39,742iApproximate average salary by contribution assumption: employee only about $993,544 at 4% or $662,363 at 6%; with 50% employer match about $662,363 at 4% or $441,575 at 6%; with 100% employer match about $496,772 at 4% or $331,181 at 6%.
Wood Tarver Financial Group 401(K) Plan-4$889,223$158,967$39,742iApproximate average salary by contribution assumption: employee only about $993,544 at 4% or $662,363 at 6%; with 50% employer match about $662,363 at 4% or $441,575 at 6%; with 100% employer match about $496,772 at 4% or $331,181 at 6%.
201815$580,075$74,026$14,805iApproximate average salary by contribution assumption: employee only about $370,130 at 4% or $246,753 at 6%; with 50% employer match about $246,753 at 4% or $164,502 at 6%; with 100% employer match about $185,065 at 4% or $123,377 at 6%.
Wood Tarver Financial Group 401(K) Plan-5$580,075$74,026$14,805iApproximate average salary by contribution assumption: employee only about $370,130 at 4% or $246,753 at 6%; with 50% employer match about $246,753 at 4% or $164,502 at 6%; with 100% employer match about $185,065 at 4% or $123,377 at 6%.
201714$579,718$530,666$132,667iApproximate average salary by contribution assumption: employee only about $3,316,663 at 4% or $2,211,108 at 6%; with 50% employer match about $2,211,108 at 4% or $1,474,072 at 6%; with 100% employer match about $1,658,331 at 4% or $1,105,554 at 6%.
Wood Tarver Financial Group 401(K) Plan-4$579,718$530,666$132,667iApproximate average salary by contribution assumption: employee only about $3,316,663 at 4% or $2,211,108 at 6%; with 50% employer match about $2,211,108 at 4% or $1,474,072 at 6%; with 100% employer match about $1,658,331 at 4% or $1,105,554 at 6%.