Plan Snapshot
- Plan Sponsor: Wood Tarver Financial Group, LLC
- Sponsor EIN: 274906041
- Sponsor Address: 3232 E. BARBER VALLEY DRIVE, BOISE, ID, 83716
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $898,450
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 6 | $898,450 | $130,154 | $82,421 |
| 2023 | 5 | $585,020 | $71,499 | $57,786 |
| 2022 | 6 | $693,066 | $84,960 | $86,019 |