EXECUTIVE TAX AND FINANCIAL SO
Plan context: EXECUTIVE TAX AND FINANCIAL SO 401(K) PROFIT SHARING PLAN & TRUST
EIN 87-3242883 • Bellevue, WA • 4 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$427,155
2025 Contributions
$125,430
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 | $427,155 | $125,430 | $41,810iApproximate average salary by contribution assumption: employee only about $1,045,250 at 4% or $696,833 at 6%; with 50% employer match about $696,833 at 4% or $464,556 at 6%; with 100% employer match about $522,625 at 4% or $348,417 at 6%. |
| EXECUTIVE TAX AND FINANCIAL SO 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $427,155 | $125,430 | $41,810iApproximate average salary by contribution assumption: employee only about $1,045,250 at 4% or $696,833 at 6%; with 50% employer match about $696,833 at 4% or $464,556 at 6%; with 100% employer match about $522,625 at 4% or $348,417 at 6%. |
| 2024 | 1 | 3 | $242,123 | $75,500 | $25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%. |
| EXECUTIVE TAX AND FINANCIAL SO 401(K) PROFIT SHARING PLAN & TRUST | - | 3 | $242,123 | $75,500 | $25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%. |
| 2023 | 1 | 4 | $179,701 | $75,250 | $18,813iApproximate average salary by contribution assumption: employee only about $470,313 at 4% or $313,542 at 6%; with 50% employer match about $313,542 at 4% or $209,028 at 6%; with 100% employer match about $235,156 at 4% or $156,771 at 6%. |
| EXECUTIVE TAX AND FINANCIAL SO 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $179,701 | $75,250 | $18,813iApproximate average salary by contribution assumption: employee only about $470,313 at 4% or $313,542 at 6%; with 50% employer match about $313,542 at 4% or $209,028 at 6%; with 100% employer match about $235,156 at 4% or $156,771 at 6%. |
| 2022 | 1 | 4 | $81,920 | $84,550 | $21,138iApproximate average salary by contribution assumption: employee only about $528,438 at 4% or $352,292 at 6%; with 50% employer match about $352,292 at 4% or $234,861 at 6%; with 100% employer match about $264,219 at 4% or $176,146 at 6%. |
| EXECUTIVE TAX AND FINANCIAL SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $81,920 | $84,550 | $21,138iApproximate average salary by contribution assumption: employee only about $528,438 at 4% or $352,292 at 6%; with 50% employer match about $352,292 at 4% or $234,861 at 6%; with 100% employer match about $264,219 at 4% or $176,146 at 6%. |