STAFFORD WEALTH, LLC
Plan context: STAFFORD WEALTH 401(K) PLAN
EIN 33-1825859 • Tualatin, OR • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$43,745
2025 Contributions
$43,731
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $43,745 | $43,731 | $14,577iApproximate average salary by contribution assumption: employee only about $364,425 at 4% or $242,950 at 6%; with 50% employer match about $242,950 at 4% or $161,967 at 6%; with 100% employer match about $182,213 at 4% or $121,475 at 6%. |
| STAFFORD WEALTH 401(K) PLAN | - | 3 | $43,745 | $43,731 | $14,577iApproximate average salary by contribution assumption: employee only about $364,425 at 4% or $242,950 at 6%; with 50% employer match about $242,950 at 4% or $161,967 at 6%; with 100% employer match about $182,213 at 4% or $121,475 at 6%. |