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| Plan Name | WOODRIDGE ADVISORS LLC |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | WOODRIDGE ADVISORS LLC |
| Employer identification number (EIN): | 454890321 |
| NAIC Classification: | 541511 |
| NAIC Description: | Custom Computer Programming Services |
Additional information about WOODRIDGE ADVISORS LLC
| Jurisdiction of Incorporation: | Colorado Department of State |
| Incorporation Date: | 2012-03-23 |
| Company Identification Number: | 20121170130 |
| Legal Registered Office Address: |
320 S Teller St Ste 250 Lakewood United States of America (USA) 80226 |
More information about WOODRIDGE ADVISORS LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | SAN DAUGHERTY | 2024-08-13 | SAN DAUGHERTY | 2024-08-13 |
| 001 | 2023-01-01 | SAN DAUGHERTY | 2024-06-27 | ||
| 001 | 2022-01-01 | SAN DAUGHERTY | 2023-06-20 | ||
| 001 | 2021-01-01 | SAN DAUGHERTY | 2022-07-31 | ||
| 001 | 2020-01-01 | SAN DAUGHERTY | 2021-07-12 | ||
| 001 | 2019-01-01 | SAN DAUGHERTY | 2020-06-30 | ||
| 001 | 2018-01-01 | SAN DAUGHERTY | 2019-06-03 | ||
| 001 | 2017-01-01 | SAN DAUGHERTY | 2018-06-05 | ||
| 001 | 2016-01-01 | SAN DAUGHERTY | 2017-06-20 | ||
| 001 | 2015-01-01 | SAN DAUGHERTY | 2016-07-26 | ||
| 001 | 2014-01-01 | SAN DAUGHERTY | 2015-06-26 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WOODRIDGE ADVISORS LLC 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-13 | -4455548 |
| Total expenses incurred by plan in this plan year | 2024-08-13 | 0 |
| Net assets as of the end of the plan year | 2024-08-13 | 0 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 4398741 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 440000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 27776 |
| Value of participant loans at end of plan year | 2024-08-13 | 0 |
| Other income to plan in this plan year | 2024-08-13 | 14227 |
| Plan net income in this plan year | 2024-08-13 | 56807 |
| Net assets as of the end of the plan year | 2024-08-13 | 0 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 4398741 |
| Employer contributions to plan in this plan year | 2024-08-13 | 14804 |
| Total expenses incurred by plan in this plan year | 2024-06-27 | 137437 |
| Net assets as of the end of the plan year | 2024-06-27 | 4398741 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 2637784 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 264000 |
| Participant contributions to plan in this plan year | 2024-06-27 | 851713 |
| Value of participant loans at end of plan year | 2024-06-27 | 16577 |
| Other income to plan in this plan year | 2024-06-27 | 635140 |
| Plan net income in this plan year | 2024-06-27 | 1760957 |
| Net assets as of the end of the plan year | 2024-06-27 | 4398741 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 2637784 |
| Employer contributions to plan in this plan year | 2024-06-27 | 411541 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-27 | 385 |
| 2022 : WOODRIDGE ADVISORS LLC 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-31 | 8701 |
| Net assets as of the end of the plan year | 2022-07-31 | 2160121 |
| Total assets as of the beginning of the plan year | 2022-07-31 | 1199572 |
| Value of plan covered by a fidelity bond | 2022-07-31 | 120000 |
| Participant contributions to plan in this plan year | 2022-07-31 | 463794 |
| Other contributions to plan in this plan year | 2022-07-31 | 13388 |
| Other income to plan in this plan year | 2022-07-31 | 271223 |
| Plan net income in this plan year | 2022-07-31 | 960549 |
| Net assets as of the end of the plan year | 2022-07-31 | 2160121 |
| Net assets as of the beginning of the plan year | 2022-07-31 | 1199572 |
| Employer contributions to plan in this plan year | 2022-07-31 | 220845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-31 | 55 |
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