John R. Wood, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: John R. Wood, INC.
  • Sponsor EIN: 591782528
  • Sponsor Address: 9130 CORSEA DEL FONTANA WAY, NAPLES, FL, 34109
  • Plan Type: 401(k)
  • Total Participants: 78
  • Total Assets: $6.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202478$6.6M$147,698$460,691
202383$5.8M$152,445$461,969
202271$5.7M$139,394$464,003

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