Logo

C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameC. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN
Plan identification number 001

C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

C. R. WOOD INSURANCE AGENCY, INC has sponsored the creation of one or more 401k plans.

Company Name:C. R. WOOD INSURANCE AGENCY, INC
Employer identification number (EIN):271486186
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01C.R. WOOD INSURANCE AGENCY INC.2024-05-02 CHARLES R. WOOD2024-05-02
0012022-01-01CHARLES R WOOD2023-05-12 C.R. WOOD INSURANCE AGENCY, INC.2023-05-12
0012021-01-01CHARLES R. WOOD2022-05-04 C.R. WOOD INSURANCE AGENCY INC.2022-05-04
0012020-01-01CHARLES WOOD2021-05-06
0012019-01-01CHARLES R WOOD2020-06-18 CHARLES R WOOD2020-06-18
0012018-01-01CHARLES R WOOD2019-06-14 C.R. WOOD INSURANCE AGENCY INC2019-06-14
0012017-01-01CHARLES R WOOD2018-05-17 CHARLES R WOOD2018-05-17
0012016-01-01CHARLES WOOD2017-09-13
0012015-01-01CHARLES R WOOD2016-05-16 CR WOOD INSURANCE AGENCY INC2016-05-16
0012014-01-01CHARLES WOOD2015-02-20 CHARLES WOOD2015-02-20
0012013-01-01CHARLES WOOD2014-06-16 CHARLES WOOD2014-06-16
0012012-01-01CHARLES WOOD2013-06-13 CHARLES WOOD2013-06-13
0012011-01-01CHARLES WOOD2012-05-22 CHARLES WOOD2012-05-22
0012010-01-01CHARLES R WOOD2011-06-14 CHARLES R WOOD2011-06-14

Financial Data on C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN

Measure Date Value
2025 : C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-2921805
Net assets as of the end of the plan year2025-04-29769492
Total assets as of the beginning of the plan year2025-04-29685904
Value of plan covered by a fidelity bond2025-04-295000
Participant contributions to plan in this plan year2025-04-2918500
Other income to plan in this plan year2025-04-2968393
Plan net income in this plan year2025-04-2983588
Net assets as of the end of the plan year2025-04-29769492
Net assets as of the beginning of the plan year2025-04-29685904
Employer contributions to plan in this plan year2025-04-2918500
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-290
2024 : C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-0294842
Net assets as of the end of the plan year2024-05-02685904
Total assets as of the beginning of the plan year2024-05-02640376
Value of plan covered by a fidelity bond2024-05-025000
Participant contributions to plan in this plan year2024-05-0221640
Other income to plan in this plan year2024-05-0297090
Plan net income in this plan year2024-05-0245528
Net assets as of the end of the plan year2024-05-02685904
Net assets as of the beginning of the plan year2024-05-02640376
Employer contributions to plan in this plan year2024-05-0221640
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0260
2022 : C. R. WOOD INSURANCE AGENCY, INC. 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-040
Total expenses incurred by plan in this plan year2022-05-040
Net assets as of the end of the plan year2022-05-04708793
Total assets as of the beginning of the plan year2022-05-04582525
Value of plan covered by a fidelity bond2022-05-045000
Participant contributions to plan in this plan year2022-05-0426476
Other income to plan in this plan year2022-05-0473316
Plan net income in this plan year2022-05-04126268
Net assets as of the end of the plan year2022-05-04708793
Net assets as of the beginning of the plan year2022-05-04582525
Employer contributions to plan in this plan year2022-05-0426476
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-040

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1