Woolley Capital Partners, LLC

Company Summary

Woolley Capital Partners, LLC at 2061 E Murray Holladay Rd, Salt Lake City, Ut 84117 lists Bradley R Helsten, P.C. of Holladay, UT.

Registered In
Utah
Incorporation Date
Registration Type
Domestic
Company Type
Llc - Domestic
Status
Active - Current
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Bradley R Helsten, P.C. Registered Agent
2061 E MURRAY HOLLADAY RD, HOLLADAY, UT 84117
2061 E MURRAY HOLLADAY RD, SALT LAKE CITY, UT 84117 View Map

Financial Information for Woolley Capital Partners, LLC

Form 5500

WOOLLEY CAPITAL PARTNERS, LLC

2755 East Cottonwood Pkwy #450, Salt Lake City, Ut 84121 (702) 307-2881 EIN:83-3094147 Plan Admin:Amy Williams
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameWOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY2 / 5 Assets BOY/EOY$150,144 / $234,066 2023 WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN - Plan #002 2 / 5 $150,144 / $234,066
2022 Plan NameWOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY5 / 2 Assets BOY/EOY$140,583 / $150,144 2022 WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN - Plan #002 5 / 2 $140,583 / $150,144
2021 Plan NameWOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY4 / 3 Assets BOY/EOY$48,164 / $140,583 2021 WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN - Plan #002 4 / 3 $48,164 / $140,583
2020 Plan NameWOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$5,916 / $48,164 2020 WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN - Plan #002 3 / 3 $5,916 / $48,164
2019 Plan NameWOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN Plan #002 Participants BOY/EOY0 / 1 Assets BOY/EOY$0 / $5,916 2019 WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN - Plan #002 0 / 1 $0 / $5,916
Benefit & Retirement Plans based on Form 5500.
Address Match:2061 E Murray Holladay Rd Salt Lake City, UT
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The following government agencies have contributed data:

Utah Division of Corporations and Commercial Code U.S. Department of Labor
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