Civic Intelligence

J. Wood Capital Advisors LLC

Plan context: J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan

EIN 46-3547463 • Santa Rosa, CA • 24 filings • 2 plans

1820 Calistoga RoadSanta Rosa, CA 95404
Current Snapshot

Latest Year

2025

2025 Participants

22

2025 Assets

$16,432,315

2025 Contributions

$2,129,900

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$16,432,315$8,216,158$0201420202025YearValue
$16,432,315Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

22110201420202025YearValue
22Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025222$16,432,315$2,129,900$96,814iApproximate average salary by contribution assumption: employee only about $2,420,341 at 4% or $1,613,561 at 6%; with 50% employer match about $1,613,561 at 4% or $1,075,707 at 6%; with 100% employer match about $1,210,170 at 4% or $806,780 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-22$9,603,859$1,305,900$59,359iApproximate average salary by contribution assumption: employee only about $1,483,977 at 4% or $989,318 at 6%; with 50% employer match about $989,318 at 4% or $659,545 at 6%; with 100% employer match about $741,989 at 4% or $494,659 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-22$6,828,456$824,000$37,455iApproximate average salary by contribution assumption: employee only about $936,364 at 4% or $624,242 at 6%; with 50% employer match about $624,242 at 4% or $416,162 at 6%; with 100% employer match about $468,182 at 4% or $312,121 at 6%.
2024220$14,336,085$1,353,262$67,663iApproximate average salary by contribution assumption: employee only about $1,691,578 at 4% or $1,127,718 at 6%; with 50% employer match about $1,127,718 at 4% or $751,812 at 6%; with 100% employer match about $845,789 at 4% or $563,859 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-20$7,275,006$1,195,262$59,763iApproximate average salary by contribution assumption: employee only about $1,494,078 at 4% or $996,052 at 6%; with 50% employer match about $996,052 at 4% or $664,034 at 6%; with 100% employer match about $747,039 at 4% or $498,026 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-20$7,061,079$158,000$7,900iApproximate average salary by contribution assumption: employee only about $197,500 at 4% or $131,667 at 6%; with 50% employer match about $131,667 at 4% or $87,778 at 6%; with 100% employer match about $98,750 at 4% or $65,833 at 6%.
2023218$11,469,206$2,622,625$145,701iApproximate average salary by contribution assumption: employee only about $3,642,535 at 4% or $2,428,356 at 6%; with 50% employer match about $2,428,356 at 4% or $1,618,904 at 6%; with 100% employer match about $1,821,267 at 4% or $1,214,178 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-18$6,121,314$1,700,000$94,444iApproximate average salary by contribution assumption: employee only about $2,361,111 at 4% or $1,574,074 at 6%; with 50% employer match about $1,574,074 at 4% or $1,049,383 at 6%; with 100% employer match about $1,180,556 at 4% or $787,037 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-18$5,347,892$922,625$51,257iApproximate average salary by contribution assumption: employee only about $1,281,424 at 4% or $854,282 at 6%; with 50% employer match about $854,282 at 4% or $569,522 at 6%; with 100% employer match about $640,712 at 4% or $427,141 at 6%.
2022216$8,978,831$1,498,946$93,684iApproximate average salary by contribution assumption: employee only about $2,342,103 at 4% or $1,561,402 at 6%; with 50% employer match about $1,561,402 at 4% or $1,040,935 at 6%; with 100% employer match about $1,171,052 at 4% or $780,701 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-16$5,211,010$650,000$40,625iApproximate average salary by contribution assumption: employee only about $1,015,625 at 4% or $677,083 at 6%; with 50% employer match about $677,083 at 4% or $451,389 at 6%; with 100% employer match about $507,813 at 4% or $338,542 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-16$3,767,821$848,946$53,059iApproximate average salary by contribution assumption: employee only about $1,326,478 at 4% or $884,319 at 6%; with 50% employer match about $884,319 at 4% or $589,546 at 6%; with 100% employer match about $663,239 at 4% or $442,159 at 6%.
2021215$8,049,482$1,522,641$101,509iApproximate average salary by contribution assumption: employee only about $2,537,735 at 4% or $1,691,823 at 6%; with 50% employer match about $1,691,823 at 4% or $1,127,882 at 6%; with 100% employer match about $1,268,868 at 4% or $845,912 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-15$4,576,416$800,000$53,333iApproximate average salary by contribution assumption: employee only about $1,333,333 at 4% or $888,889 at 6%; with 50% employer match about $888,889 at 4% or $592,593 at 6%; with 100% employer match about $666,667 at 4% or $444,444 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-15$3,473,066$722,641$48,176iApproximate average salary by contribution assumption: employee only about $1,204,402 at 4% or $802,934 at 6%; with 50% employer match about $802,934 at 4% or $535,290 at 6%; with 100% employer match about $602,201 at 4% or $401,467 at 6%.
2020212$6,266,403$1,460,555$121,713iApproximate average salary by contribution assumption: employee only about $3,042,823 at 4% or $2,028,549 at 6%; with 50% employer match about $2,028,549 at 4% or $1,352,366 at 6%; with 100% employer match about $1,521,411 at 4% or $1,014,274 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-12$3,775,708$900,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-12$2,490,695$560,555$46,713iApproximate average salary by contribution assumption: employee only about $1,167,823 at 4% or $778,549 at 6%; with 50% employer match about $778,549 at 4% or $519,032 at 6%; with 100% employer match about $583,911 at 4% or $389,274 at 6%.
2019212$5,197,391$996,555$83,046iApproximate average salary by contribution assumption: employee only about $2,076,156 at 4% or $1,384,104 at 6%; with 50% employer match about $1,384,104 at 4% or $922,736 at 6%; with 100% employer match about $1,038,078 at 4% or $692,052 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-11$3,386,419$549,000$49,909iApproximate average salary by contribution assumption: employee only about $1,247,727 at 4% or $831,818 at 6%; with 50% employer match about $831,818 at 4% or $554,545 at 6%; with 100% employer match about $623,864 at 4% or $415,909 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-12$1,810,972$447,555$37,296iApproximate average salary by contribution assumption: employee only about $932,406 at 4% or $621,604 at 6%; with 50% employer match about $621,604 at 4% or $414,403 at 6%; with 100% employer match about $466,203 at 4% or $310,802 at 6%.
201827$3,455,442$690,000$98,571iApproximate average salary by contribution assumption: employee only about $2,464,286 at 4% or $1,642,857 at 6%; with 50% employer match about $1,642,857 at 4% or $1,095,238 at 6%; with 100% employer match about $1,232,143 at 4% or $821,429 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-7$2,316,652$375,000$53,571iApproximate average salary by contribution assumption: employee only about $1,339,286 at 4% or $892,857 at 6%; with 50% employer match about $892,857 at 4% or $595,238 at 6%; with 100% employer match about $669,643 at 4% or $446,429 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-7$1,138,790$315,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201727$3,030,048$535,480$76,497iApproximate average salary by contribution assumption: employee only about $1,912,429 at 4% or $1,274,952 at 6%; with 50% employer match about $1,274,952 at 4% or $849,968 at 6%; with 100% employer match about $956,214 at 4% or $637,476 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-7$2,118,278$250,000$35,714iApproximate average salary by contribution assumption: employee only about $892,857 at 4% or $595,238 at 6%; with 50% employer match about $595,238 at 4% or $396,825 at 6%; with 100% employer match about $446,429 at 4% or $297,619 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-7$911,770$285,480$40,783iApproximate average salary by contribution assumption: employee only about $1,019,571 at 4% or $679,714 at 6%; with 50% employer match about $679,714 at 4% or $453,143 at 6%; with 100% employer match about $509,786 at 4% or $339,857 at 6%.
201623$2,029,598$609,500$203,167iApproximate average salary by contribution assumption: employee only about $5,079,167 at 4% or $3,386,111 at 6%; with 50% employer match about $3,386,111 at 4% or $2,257,407 at 6%; with 100% employer match about $2,539,583 at 4% or $1,693,056 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-3$1,524,589$450,500$150,167iApproximate average salary by contribution assumption: employee only about $3,754,167 at 4% or $2,502,778 at 6%; with 50% employer match about $2,502,778 at 4% or $1,668,519 at 6%; with 100% employer match about $1,877,083 at 4% or $1,251,389 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-3$505,009$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201523$1,316,597$609,000$203,000iApproximate average salary by contribution assumption: employee only about $5,075,000 at 4% or $3,383,333 at 6%; with 50% employer match about $3,383,333 at 4% or $2,255,556 at 6%; with 100% employer match about $2,537,500 at 4% or $1,691,667 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-3$961,645$450,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-3$354,952$159,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
201423$744,377$656,000$218,667iApproximate average salary by contribution assumption: employee only about $5,466,667 at 4% or $3,644,444 at 6%; with 50% employer match about $3,644,444 at 4% or $2,429,630 at 6%; with 100% employer match about $2,733,333 at 4% or $1,822,222 at 6%.
J. Wood Capital Advisors LLC Cash Balance Plan-3$537,077$500,000$166,667iApproximate average salary by contribution assumption: employee only about $4,166,667 at 4% or $2,777,778 at 6%; with 50% employer match about $2,777,778 at 4% or $1,851,852 at 6%; with 100% employer match about $2,083,333 at 4% or $1,388,889 at 6%.
J. Wood Capital Advisors LLC 401(K) Profit Sharing Plan-3$207,300$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.