J. Wood Capital Advisors LLC

Form 5500

J. WOOD CAPITAL ADVISORS LLC

1820 Calistoga Road, Santa Rosa, Ca 95404 (415) 577-5305 EIN:46-3547463 Plan Admin:Sue Perry

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameJ. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY16 / 18 Assets BOY/EOY$5,211,010 / $6,121,314	2023	J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #001	16 / 18	$5,211,010 / $6,121,314
2023	Plan NameJ. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY16 / 18 Assets BOY/EOY$3,767,821 / $5,347,892	2023	J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #002	16 / 18	$3,767,821 / $5,347,892
2022	Plan NameJ. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY15 / 16 Assets BOY/EOY$4,576,416 / $5,211,010	2022	J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #001	15 / 16	$4,576,416 / $5,211,010
2022	Plan NameJ. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$3,473,066 / $3,767,821	2022	J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #002	15 / 16	$3,473,066 / $3,767,821
2021	Plan NameJ. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY12 / 15 Assets BOY/EOY$3,775,708 / $4,576,416	2021	J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #001	12 / 15	$3,775,708 / $4,576,416
2021	Plan NameJ. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY12 / 15 Assets BOY/EOY$2,490,695 / $3,473,066	2021	J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #002	12 / 15	$2,490,695 / $3,473,066
2020	Plan NameJ. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY11 / 12 Assets BOY/EOY$3,386,419 / $3,775,708	2020	J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #001	11 / 12	$3,386,419 / $3,775,708
2020	Plan NameJ. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY12 / 12 Assets BOY/EOY$1,810,972 / $2,490,695	2020	J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #002	12 / 12	$1,810,972 / $2,490,695
2019	Plan NameJ. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY7 / 11 Assets BOY/EOY$2,316,652 / $3,386,419	2019	J. WOOD CAPITAL ADVISORS LLC CASH BALANCE PLAN - Plan #001	7 / 11	$2,316,652 / $3,386,419
2019	Plan NameJ. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN Plan #002 Participants BOY/EOY7 / 12 Assets BOY/EOY$1,138,790 / $1,810,972	2019	J. WOOD CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN - Plan #002	7 / 12	$1,138,790 / $1,810,972