# Woody &amp; Associates, Cpa&#39;S, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/woody-associates-cpa-s-pllc-401k-plan

> Woody &amp; Associates, Cpa&#39;S, PLLC&#39;s 401(k) plan: 18 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Woody & Associates, Cpa'S, PLLC

- **Sponsor EIN:** 731464077

- **Sponsor Address:** 3205 NW 63RD ST., OKLAHOMA CITY, OK, 73116

- **Plan Type:** 401(k)

- **Total Participants:** 18

- **Total Assets:** $4.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|18|$4.7M|$34,349|$99,681|

| 2023|13|$4.2M|$33,923|$92,793|

| 2022|20|$3.7M|$37,588|$140,086|

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