J. Wood Capital Advisors LLC (EIN 46-3547463) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $9.6M in plan assets and 22 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| J. Wood Capital Advisors LLC 401(k) Profit Sharing Plan | 002 | 22 | $9.6M |
| J. Wood Capital Advisors LLC Cash Balance Plan | 001 | 0 | $0 |
46-3547463 is the Employer Identification Number (EIN) J. Wood Capital Advisors LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
