OpenERISA

Woodland Wealth Management, LLC

Tulsa, OK, 74133

EIN 27-4131473
Plans
2
Total participants
13
Filing years
2024, 2023, 2022, 2021
NAICS
523900
Plan sponsors in OklahomaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Woodland Wealth Management, LLC Cash Balance Pension Plan3
2024Form 5500-SF003Woodland Wealth Management, LLC 401(K) Profit Sharing Plan3
2023Form 5500-SF002Woodland Wealth Management, LLC Defined Benefit Plan2
2022Form 5500-SF002Woodland Wealth Management, LLC Defined Benefit Plan3
2021Form 5500-SF002Woodland Wealth Management, LLC Defined Benefit Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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