How big is Steve Woodson, Inc.'s plan?

Steve Woodson, Inc.'s plan reported $295K in assets and 49 participants for 2024.

Original filing (PDF)20250612151040NAL0027585840001

Steve Woodson, Inc.

Name: Steve Woodson, Inc. — Woodson, Inc. Safe Harbor, Form 5500 (2024)
Creator: Steve Woodson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Woodson, Inc. Safe Harbor Retirement Plan

401(k) retirement plan · Steve Woodson, Inc.'s Woodson, Inc. Safe Harbor Retirement Plan held $295K in plan assets for 49 participants in 2024.

Signals · 1

Late filing · 30.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Amelia Kelly signed Steve Woodson, Inc.'s 2024 Form 5500 as plan administrator.

Amelia Kelly — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steve Woodson, Inc.'s EIN is 71-0538675.

EIN 71-0538675

Plan number 001

Plan year 2024

ACK ID 20250612151040NAL0027585840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steve Woodson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steve Woodson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE WOODSON, INC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off