Original filing (PDF)20250228094738NAL0000808113001

EARL A. WOOD

Name: EARL A. WOOD — EARL A. WOOD MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: EARL A. WOOD

Form 5500-SF

FILING_RECEIVED

EARL A. WOOD MONEY PURCHASE PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

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 EARL A. WOOD.

Plan sponsor

Name

EARL A. WOOD

EIN

75-1608047

Address

2900 SOUTH HULEN, SUITE 50 · FORT WORTH, TX · 76109

Phone

(817) 922-9300

Industry

Insurance Agencies & Brokerages· 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

2025-02-28

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

TECHNOLOGY INSURANCE ASSOCIATES, LLC

C.G. BENEFITS 401(K) PLAN

$6.1M · 27 participants

JACK SCHROEDER AND ASSOCIATES, LLC

JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN

$6.1M · 98 participants

RICHARDS GROUP, INC.

RICHARDS GROUP, INC.401K PROFIT SHARING PLAN AND TRUST

$6.1M · 10 participants

NGL GROUP, LLC

NGL GROUP, LLC 401(K) EMPLOYEE SAVINGS PLAN

$6.1M · 8 participants

CAMERON & ROBERTS INSURANCE AGENCY, INC.

CAMERON & ROBERTS INSURANCE AGENCY, INC. SAVINGS PLAN