Woodard & Sons Inc.
Plan context: Woodard Heating & Cooling 401(K) Retirement Plan
EIN 61-1297341 • Henderson, KY • 15 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$1,593,552
2024 Contributions
$168,134
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $1,593,552 | $168,134 | $7,310iApproximate average salary by contribution assumption: employee only about $182,754 at 4% or $121,836 at 6%; with 50% employer match about $121,836 at 4% or $81,224 at 6%; with 100% employer match about $91,377 at 4% or $60,918 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 23 | $1,593,552 | $168,134 | $7,310iApproximate average salary by contribution assumption: employee only about $182,754 at 4% or $121,836 at 6%; with 50% employer match about $121,836 at 4% or $81,224 at 6%; with 100% employer match about $91,377 at 4% or $60,918 at 6%. |
| 2023 | 1 | 22 | $1,400,397 | $160,074 | $7,276iApproximate average salary by contribution assumption: employee only about $181,902 at 4% or $121,268 at 6%; with 50% employer match about $121,268 at 4% or $80,845 at 6%; with 100% employer match about $90,951 at 4% or $60,634 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 22 | $1,400,397 | $160,074 | $7,276iApproximate average salary by contribution assumption: employee only about $181,902 at 4% or $121,268 at 6%; with 50% employer match about $121,268 at 4% or $80,845 at 6%; with 100% employer match about $90,951 at 4% or $60,634 at 6%. |
| 2022 | 1 | 21 | $1,059,400 | $142,163 | $6,770iApproximate average salary by contribution assumption: employee only about $169,242 at 4% or $112,828 at 6%; with 50% employer match about $112,828 at 4% or $75,219 at 6%; with 100% employer match about $84,621 at 4% or $56,414 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 21 | $1,059,400 | $142,163 | $6,770iApproximate average salary by contribution assumption: employee only about $169,242 at 4% or $112,828 at 6%; with 50% employer match about $112,828 at 4% or $75,219 at 6%; with 100% employer match about $84,621 at 4% or $56,414 at 6%. |
| 2021 | 1 | 18 | $1,116,936 | $115,561 | $6,420iApproximate average salary by contribution assumption: employee only about $160,501 at 4% or $107,001 at 6%; with 50% employer match about $107,001 at 4% or $71,334 at 6%; with 100% employer match about $80,251 at 4% or $53,500 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 18 | $1,116,936 | $115,561 | $6,420iApproximate average salary by contribution assumption: employee only about $160,501 at 4% or $107,001 at 6%; with 50% employer match about $107,001 at 4% or $71,334 at 6%; with 100% employer match about $80,251 at 4% or $53,500 at 6%. |
| 2020 | 1 | 20 | $863,401 | $116,360 | $5,818iApproximate average salary by contribution assumption: employee only about $145,450 at 4% or $96,967 at 6%; with 50% employer match about $96,967 at 4% or $64,644 at 6%; with 100% employer match about $72,725 at 4% or $48,483 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 20 | $863,401 | $116,360 | $5,818iApproximate average salary by contribution assumption: employee only about $145,450 at 4% or $96,967 at 6%; with 50% employer match about $96,967 at 4% or $64,644 at 6%; with 100% employer match about $72,725 at 4% or $48,483 at 6%. |
| 2019 | 1 | 19 | $830,527 | $121,116 | $6,375iApproximate average salary by contribution assumption: employee only about $159,363 at 4% or $106,242 at 6%; with 50% employer match about $106,242 at 4% or $70,828 at 6%; with 100% employer match about $79,682 at 4% or $53,121 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 19 | $830,527 | $121,116 | $6,375iApproximate average salary by contribution assumption: employee only about $159,363 at 4% or $106,242 at 6%; with 50% employer match about $106,242 at 4% or $70,828 at 6%; with 100% employer match about $79,682 at 4% or $53,121 at 6%. |
| 2018 | 1 | 18 | $698,412 | $135,366 | $7,520iApproximate average salary by contribution assumption: employee only about $188,008 at 4% or $125,339 at 6%; with 50% employer match about $125,339 at 4% or $83,559 at 6%; with 100% employer match about $94,004 at 4% or $62,669 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 18 | $698,412 | $135,366 | $7,520iApproximate average salary by contribution assumption: employee only about $188,008 at 4% or $125,339 at 6%; with 50% employer match about $125,339 at 4% or $83,559 at 6%; with 100% employer match about $94,004 at 4% or $62,669 at 6%. |
| 2017 | 1 | 13 | $660,780 | $121,240 | $9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 13 | $660,780 | $121,240 | $9,326iApproximate average salary by contribution assumption: employee only about $233,154 at 4% or $155,436 at 6%; with 50% employer match about $155,436 at 4% or $103,624 at 6%; with 100% employer match about $116,577 at 4% or $77,718 at 6%. |
| 2016 | 1 | 17 | $468,015 | $113,381 | $6,669iApproximate average salary by contribution assumption: employee only about $166,737 at 4% or $111,158 at 6%; with 50% employer match about $111,158 at 4% or $74,105 at 6%; with 100% employer match about $83,368 at 4% or $55,579 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 17 | $468,015 | $113,381 | $6,669iApproximate average salary by contribution assumption: employee only about $166,737 at 4% or $111,158 at 6%; with 50% employer match about $111,158 at 4% or $74,105 at 6%; with 100% employer match about $83,368 at 4% or $55,579 at 6%. |
| 2015 | 1 | 16 | $342,072 | $96,119 | $6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 16 | $342,072 | $96,119 | $6,007iApproximate average salary by contribution assumption: employee only about $150,186 at 4% or $100,124 at 6%; with 50% employer match about $100,124 at 4% or $66,749 at 6%; with 100% employer match about $75,093 at 4% or $50,062 at 6%. |
| 2014 | 1 | 15 | $263,172 | $82,211 | $5,481iApproximate average salary by contribution assumption: employee only about $137,018 at 4% or $91,346 at 6%; with 50% employer match about $91,346 at 4% or $60,897 at 6%; with 100% employer match about $68,509 at 4% or $45,673 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 15 | $263,172 | $82,211 | $5,481iApproximate average salary by contribution assumption: employee only about $137,018 at 4% or $91,346 at 6%; with 50% employer match about $91,346 at 4% or $60,897 at 6%; with 100% employer match about $68,509 at 4% or $45,673 at 6%. |
| 2013 | 1 | 12 | $174,873 | $62,033 | $5,169iApproximate average salary by contribution assumption: employee only about $129,235 at 4% or $86,157 at 6%; with 50% employer match about $86,157 at 4% or $57,438 at 6%; with 100% employer match about $64,618 at 4% or $43,078 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 12 | $174,873 | $62,033 | $5,169iApproximate average salary by contribution assumption: employee only about $129,235 at 4% or $86,157 at 6%; with 50% employer match about $86,157 at 4% or $57,438 at 6%; with 100% employer match about $64,618 at 4% or $43,078 at 6%. |
| 2012 | 1 | 13 | $97,185 | $33,761 | $2,597iApproximate average salary by contribution assumption: employee only about $64,925 at 4% or $43,283 at 6%; with 50% employer match about $43,283 at 4% or $28,856 at 6%; with 100% employer match about $32,463 at 4% or $21,642 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 13 | $97,185 | $33,761 | $2,597iApproximate average salary by contribution assumption: employee only about $64,925 at 4% or $43,283 at 6%; with 50% employer match about $43,283 at 4% or $28,856 at 6%; with 100% employer match about $32,463 at 4% or $21,642 at 6%. |
| 2011 | 1 | 14 | $58,387 | $25,325 | $1,809iApproximate average salary by contribution assumption: employee only about $45,223 at 4% or $30,149 at 6%; with 50% employer match about $30,149 at 4% or $20,099 at 6%; with 100% employer match about $22,612 at 4% or $15,074 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 14 | $58,387 | $25,325 | $1,809iApproximate average salary by contribution assumption: employee only about $45,223 at 4% or $30,149 at 6%; with 50% employer match about $30,149 at 4% or $20,099 at 6%; with 100% employer match about $22,612 at 4% or $15,074 at 6%. |
| 2010 | 1 | 9 | $48,316 | $48,755 | $5,417iApproximate average salary by contribution assumption: employee only about $135,431 at 4% or $90,287 at 6%; with 50% employer match about $90,287 at 4% or $60,191 at 6%; with 100% employer match about $67,715 at 4% or $45,144 at 6%. |
| Woodard Heating & Cooling 401(K) Retirement Plan | - | 9 | $48,316 | $48,755 | $5,417iApproximate average salary by contribution assumption: employee only about $135,431 at 4% or $90,287 at 6%; with 50% employer match about $90,287 at 4% or $60,191 at 6%; with 100% employer match about $67,715 at 4% or $45,144 at 6%. |