Civic Intelligence

Woodstone Financial LLC

Plan context: Woodstone Financial LLC 401K Profit Sharing Plan

EIN 65-1189940 • Asheville, NC • 10 filings • 1 plans

115 Braeside CircleAsheville, NC 28803
Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$787,217

2022 Contributions

$37,250

Historical Graphs

Total Assets Over Time

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

$990,652$495,326$0201320182022YearValue
$787,217Latest year 2022

Participants Over Time

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

210201320182022YearValue
1Latest year 2022

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
202211$787,217$37,250$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-1$787,217$37,250$37,250iApproximate average salary by contribution assumption: employee only about $931,250 at 4% or $620,833 at 6%; with 50% employer match about $620,833 at 4% or $413,889 at 6%; with 100% employer match about $465,625 at 4% or $310,417 at 6%.
202112$990,652$82,479$41,240iApproximate average salary by contribution assumption: employee only about $1,030,988 at 4% or $687,325 at 6%; with 50% employer match about $687,325 at 4% or $458,217 at 6%; with 100% employer match about $515,494 at 4% or $343,663 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$990,652$82,479$41,240iApproximate average salary by contribution assumption: employee only about $1,030,988 at 4% or $687,325 at 6%; with 50% employer match about $687,325 at 4% or $458,217 at 6%; with 100% employer match about $515,494 at 4% or $343,663 at 6%.
202012$761,828$42,362$21,181iApproximate average salary by contribution assumption: employee only about $529,525 at 4% or $353,017 at 6%; with 50% employer match about $353,017 at 4% or $235,344 at 6%; with 100% employer match about $264,763 at 4% or $176,508 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$761,828$42,362$21,181iApproximate average salary by contribution assumption: employee only about $529,525 at 4% or $353,017 at 6%; with 50% employer match about $353,017 at 4% or $235,344 at 6%; with 100% employer match about $264,763 at 4% or $176,508 at 6%.
201912$632,234$37,296$18,648iApproximate average salary by contribution assumption: employee only about $466,200 at 4% or $310,800 at 6%; with 50% employer match about $310,800 at 4% or $207,200 at 6%; with 100% employer match about $233,100 at 4% or $155,400 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$632,234$37,296$18,648iApproximate average salary by contribution assumption: employee only about $466,200 at 4% or $310,800 at 6%; with 50% employer match about $310,800 at 4% or $207,200 at 6%; with 100% employer match about $233,100 at 4% or $155,400 at 6%.
201812$485,474$35,154$17,577iApproximate average salary by contribution assumption: employee only about $439,425 at 4% or $292,950 at 6%; with 50% employer match about $292,950 at 4% or $195,300 at 6%; with 100% employer match about $219,713 at 4% or $146,475 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$485,474$35,154$17,577iApproximate average salary by contribution assumption: employee only about $439,425 at 4% or $292,950 at 6%; with 50% employer match about $292,950 at 4% or $195,300 at 6%; with 100% employer match about $219,713 at 4% or $146,475 at 6%.
201712$490,111$67,408$33,704iApproximate average salary by contribution assumption: employee only about $842,600 at 4% or $561,733 at 6%; with 50% employer match about $561,733 at 4% or $374,489 at 6%; with 100% employer match about $421,300 at 4% or $280,867 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$490,111$67,408$33,704iApproximate average salary by contribution assumption: employee only about $842,600 at 4% or $561,733 at 6%; with 50% employer match about $561,733 at 4% or $374,489 at 6%; with 100% employer match about $421,300 at 4% or $280,867 at 6%.
201612$361,794$64,042$32,021iApproximate average salary by contribution assumption: employee only about $800,525 at 4% or $533,683 at 6%; with 50% employer match about $533,683 at 4% or $355,789 at 6%; with 100% employer match about $400,263 at 4% or $266,842 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$361,794$64,042$32,021iApproximate average salary by contribution assumption: employee only about $800,525 at 4% or $533,683 at 6%; with 50% employer match about $533,683 at 4% or $355,789 at 6%; with 100% employer match about $400,263 at 4% or $266,842 at 6%.
201512$268,126$160,170$80,085iApproximate average salary by contribution assumption: employee only about $2,002,125 at 4% or $1,334,750 at 6%; with 50% employer match about $1,334,750 at 4% or $889,833 at 6%; with 100% employer match about $1,001,063 at 4% or $667,375 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$268,126$160,170$80,085iApproximate average salary by contribution assumption: employee only about $2,002,125 at 4% or $1,334,750 at 6%; with 50% employer match about $1,334,750 at 4% or $889,833 at 6%; with 100% employer match about $1,001,063 at 4% or $667,375 at 6%.
201412$116,310$62,272$31,136iApproximate average salary by contribution assumption: employee only about $778,400 at 4% or $518,933 at 6%; with 50% employer match about $518,933 at 4% or $345,956 at 6%; with 100% employer match about $389,200 at 4% or $259,467 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$116,310$62,272$31,136iApproximate average salary by contribution assumption: employee only about $778,400 at 4% or $518,933 at 6%; with 50% employer match about $518,933 at 4% or $345,956 at 6%; with 100% employer match about $389,200 at 4% or $259,467 at 6%.
201312$52,750$52,750$26,375iApproximate average salary by contribution assumption: employee only about $659,375 at 4% or $439,583 at 6%; with 50% employer match about $439,583 at 4% or $293,056 at 6%; with 100% employer match about $329,688 at 4% or $219,792 at 6%.
Woodstone Financial LLC 401K Profit Sharing Plan-2$52,750$52,750$26,375iApproximate average salary by contribution assumption: employee only about $659,375 at 4% or $439,583 at 6%; with 50% employer match about $439,583 at 4% or $293,056 at 6%; with 100% employer match about $329,688 at 4% or $219,792 at 6%.