Original filing (PDF)20250726073228NAL0016856562001

THOMAS D. WOOD & COMPANY

Name: THOMAS D. WOOD & COMPANY — THOMAS D. WOOD & CO. 401(K) PLAN, Form 5500 (2024)
Creator: THOMAS D. WOOD & COMPANY

Form 5500-SF

FILING_RECEIVED

THOMAS D. WOOD & CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$897K

Net assets (EOY)

$897K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS D. WOOD & COMPANY.

Plan sponsor

Name

THOMAS D. WOOD & COMPANY

EIN

59-2658461

Address

9350 SOUTH DIXIE HIGHWAY · SUITE 1500 · MIAMI, FL · 33156

Phone

(305) 447-7823

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INTERSTATE HOME LOAN CENTER INC

$897K · 18 participants

EMET LENDING GROUP, INC.

EMET LENDING GROUP, INC. 401(K) PLAN

$894K · 36 participants

AMERICAN MIDWEST MORTGAGE CORPORATION

AMERICAN MIDWEST MORTGAGE CORPORATION 401(K) PLAN

$894K

DODO DATA INC

DODO DATA INC 401(K) PROFIT SHARING PLAN & TRUST

$901K · 10 participants

ATLANTIC TRUST MORTGAGE

ATLANTIC TRUST MORTGAGE 401K

$893K · 10 participants