CHARLES COTTERILL
Plan context: COTTERILL WEALTH SERVICES LLC 401K PLAN
EIN 83-3368949 • Mill Creek, WA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$549,167
2025 Contributions
$107,568
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 | 2 | $549,167 | $107,568 | $53,784iApproximate average salary by contribution assumption: employee only about $1,344,600 at 4% or $896,400 at 6%; with 50% employer match about $896,400 at 4% or $597,600 at 6%; with 100% employer match about $672,300 at 4% or $448,200 at 6%. |
| COTTERILL WEALTH SERVICES LLC 401K PLAN | - | 2 | $549,167 | $107,568 | $53,784iApproximate average salary by contribution assumption: employee only about $1,344,600 at 4% or $896,400 at 6%; with 50% employer match about $896,400 at 4% or $597,600 at 6%; with 100% employer match about $672,300 at 4% or $448,200 at 6%. |
| 2024 | 1 | 2 | $364,010 | $84,757 | $42,379iApproximate average salary by contribution assumption: employee only about $1,059,463 at 4% or $706,308 at 6%; with 50% employer match about $706,308 at 4% or $470,872 at 6%; with 100% employer match about $529,731 at 4% or $353,154 at 6%. |
| COTTERILL WEALTH SERVICES LLC 401K PLAN | - | 2 | $364,010 | $84,757 | $42,379iApproximate average salary by contribution assumption: employee only about $1,059,463 at 4% or $706,308 at 6%; with 50% employer match about $706,308 at 4% or $470,872 at 6%; with 100% employer match about $529,731 at 4% or $353,154 at 6%. |