Civic Intelligence

Wellstone Wealth Management LLC

Plan context: Wellstone Wealth Management LLC 401K Profit Sharing Plan

EIN 93-1236770 • Lake Oswego, OR • 22 filings • 3 plans

5800 SW Meadows RdSte 210Lake Oswego, OR 97035-8253
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$408,166

2024 Contributions

$19,860

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$408,166$204,083$0200220142023YearValue
$408,166Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840200220132023YearValue
3Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Wellstone Wealth Management LLC 401K Profit Sharing Plan-0$0--
202313$408,166$19,860$6,620iApproximate average salary by contribution assumption: employee only about $165,500 at 4% or $110,333 at 6%; with 50% employer match about $110,333 at 4% or $73,556 at 6%; with 100% employer match about $82,750 at 4% or $55,167 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$408,166$19,860$6,620iApproximate average salary by contribution assumption: employee only about $165,500 at 4% or $110,333 at 6%; with 50% employer match about $110,333 at 4% or $73,556 at 6%; with 100% employer match about $82,750 at 4% or $55,167 at 6%.
202213$321,100$70,167$23,389iApproximate average salary by contribution assumption: employee only about $584,725 at 4% or $389,817 at 6%; with 50% employer match about $389,817 at 4% or $259,878 at 6%; with 100% employer match about $292,363 at 4% or $194,908 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$321,100$70,167$23,389iApproximate average salary by contribution assumption: employee only about $584,725 at 4% or $389,817 at 6%; with 50% employer match about $389,817 at 4% or $259,878 at 6%; with 100% employer match about $292,363 at 4% or $194,908 at 6%.
202113$313,728$20,648$6,883iApproximate average salary by contribution assumption: employee only about $172,067 at 4% or $114,711 at 6%; with 50% employer match about $114,711 at 4% or $76,474 at 6%; with 100% employer match about $86,033 at 4% or $57,356 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$313,728$20,648$6,883iApproximate average salary by contribution assumption: employee only about $172,067 at 4% or $114,711 at 6%; with 50% employer match about $114,711 at 4% or $76,474 at 6%; with 100% employer match about $86,033 at 4% or $57,356 at 6%.
202012$248,652$20,064$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-2$248,652$20,064$10,032iApproximate average salary by contribution assumption: employee only about $250,800 at 4% or $167,200 at 6%; with 50% employer match about $167,200 at 4% or $111,467 at 6%; with 100% employer match about $125,400 at 4% or $83,600 at 6%.
201913$350,829$36,131$12,044iApproximate average salary by contribution assumption: employee only about $301,092 at 4% or $200,728 at 6%; with 50% employer match about $200,728 at 4% or $133,819 at 6%; with 100% employer match about $150,546 at 4% or $100,364 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$350,829$36,131$12,044iApproximate average salary by contribution assumption: employee only about $301,092 at 4% or $200,728 at 6%; with 50% employer match about $200,728 at 4% or $133,819 at 6%; with 100% employer match about $150,546 at 4% or $100,364 at 6%.
201813$253,403$35,922$11,974iApproximate average salary by contribution assumption: employee only about $299,350 at 4% or $199,567 at 6%; with 50% employer match about $199,567 at 4% or $133,044 at 6%; with 100% employer match about $149,675 at 4% or $99,783 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$253,403$35,922$11,974iApproximate average salary by contribution assumption: employee only about $299,350 at 4% or $199,567 at 6%; with 50% employer match about $199,567 at 4% or $133,044 at 6%; with 100% employer match about $149,675 at 4% or $99,783 at 6%.
201713$235,254$32,720$10,907iApproximate average salary by contribution assumption: employee only about $272,667 at 4% or $181,778 at 6%; with 50% employer match about $181,778 at 4% or $121,185 at 6%; with 100% employer match about $136,333 at 4% or $90,889 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$235,254$32,720$10,907iApproximate average salary by contribution assumption: employee only about $272,667 at 4% or $181,778 at 6%; with 50% employer match about $181,778 at 4% or $121,185 at 6%; with 100% employer match about $136,333 at 4% or $90,889 at 6%.
201613$169,653$21,866$7,289iApproximate average salary by contribution assumption: employee only about $182,217 at 4% or $121,478 at 6%; with 50% employer match about $121,478 at 4% or $80,985 at 6%; with 100% employer match about $91,108 at 4% or $60,739 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$169,653$21,866$7,289iApproximate average salary by contribution assumption: employee only about $182,217 at 4% or $121,478 at 6%; with 50% employer match about $121,478 at 4% or $80,985 at 6%; with 100% employer match about $91,108 at 4% or $60,739 at 6%.
201513$138,629$35,921$11,974iApproximate average salary by contribution assumption: employee only about $299,342 at 4% or $199,561 at 6%; with 50% employer match about $199,561 at 4% or $133,041 at 6%; with 100% employer match about $149,671 at 4% or $99,781 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$138,629$35,921$11,974iApproximate average salary by contribution assumption: employee only about $299,342 at 4% or $199,561 at 6%; with 50% employer match about $199,561 at 4% or $133,041 at 6%; with 100% employer match about $149,671 at 4% or $99,781 at 6%.
201413$103,807$24,253$8,084iApproximate average salary by contribution assumption: employee only about $202,108 at 4% or $134,739 at 6%; with 50% employer match about $134,739 at 4% or $89,826 at 6%; with 100% employer match about $101,054 at 4% or $67,369 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$103,807$24,253$8,084iApproximate average salary by contribution assumption: employee only about $202,108 at 4% or $134,739 at 6%; with 50% employer match about $134,739 at 4% or $89,826 at 6%; with 100% employer match about $101,054 at 4% or $67,369 at 6%.
201313$74,946$15,617$5,206iApproximate average salary by contribution assumption: employee only about $130,142 at 4% or $86,761 at 6%; with 50% employer match about $86,761 at 4% or $57,841 at 6%; with 100% employer match about $65,071 at 4% or $43,381 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-3$74,946$15,617$5,206iApproximate average salary by contribution assumption: employee only about $130,142 at 4% or $86,761 at 6%; with 50% employer match about $86,761 at 4% or $57,841 at 6%; with 100% employer match about $65,071 at 4% or $43,381 at 6%.
201214$143,763$6,409$1,602iApproximate average salary by contribution assumption: employee only about $40,056 at 4% or $26,704 at 6%; with 50% employer match about $26,704 at 4% or $17,803 at 6%; with 100% employer match about $20,028 at 4% or $13,352 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-4$143,763$6,409$1,602iApproximate average salary by contribution assumption: employee only about $40,056 at 4% or $26,704 at 6%; with 50% employer match about $26,704 at 4% or $17,803 at 6%; with 100% employer match about $20,028 at 4% or $13,352 at 6%.
201114$149,541$6,384$1,596iApproximate average salary by contribution assumption: employee only about $39,900 at 4% or $26,600 at 6%; with 50% employer match about $26,600 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-4$149,541$6,384$1,596iApproximate average salary by contribution assumption: employee only about $39,900 at 4% or $26,600 at 6%; with 50% employer match about $26,600 at 4% or $17,733 at 6%; with 100% employer match about $19,950 at 4% or $13,300 at 6%.
201014$149,886$6,280$1,570iApproximate average salary by contribution assumption: employee only about $39,250 at 4% or $26,167 at 6%; with 50% employer match about $26,167 at 4% or $17,444 at 6%; with 100% employer match about $19,625 at 4% or $13,083 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-4$149,886$6,280$1,570iApproximate average salary by contribution assumption: employee only about $39,250 at 4% or $26,167 at 6%; with 50% employer match about $26,167 at 4% or $17,444 at 6%; with 100% employer match about $19,625 at 4% or $13,083 at 6%.
200915$179,348$5,439$1,088iApproximate average salary by contribution assumption: employee only about $27,195 at 4% or $18,130 at 6%; with 50% employer match about $18,130 at 4% or $12,087 at 6%; with 100% employer match about $13,598 at 4% or $9,065 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-5$179,348$5,439$1,088iApproximate average salary by contribution assumption: employee only about $27,195 at 4% or $18,130 at 6%; with 50% employer match about $18,130 at 4% or $12,087 at 6%; with 100% employer match about $13,598 at 4% or $9,065 at 6%.
200717$0$0-
Wellstone Wealth Management LLC 401K Profit Sharing Plan-7---
200617$123,654$7,700$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-7$123,654$7,700$1,100iApproximate average salary by contribution assumption: employee only about $27,500 at 4% or $18,333 at 6%; with 50% employer match about $18,333 at 4% or $12,222 at 6%; with 100% employer match about $13,750 at 4% or $9,167 at 6%.
200515$155,540$34,522$6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,716 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-5$155,540$34,522$6,904iApproximate average salary by contribution assumption: employee only about $172,610 at 4% or $115,073 at 6%; with 50% employer match about $115,073 at 4% or $76,716 at 6%; with 100% employer match about $86,305 at 4% or $57,537 at 6%.
200418$111,526$47,006$5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,929 at 6%; with 50% employer match about $97,929 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-8$111,526$47,006$5,876iApproximate average salary by contribution assumption: employee only about $146,894 at 4% or $97,929 at 6%; with 50% employer match about $97,929 at 4% or $65,286 at 6%; with 100% employer match about $73,447 at 4% or $48,965 at 6%.
200318$57,697$44,347$5,543iApproximate average salary by contribution assumption: employee only about $138,584 at 4% or $92,390 at 6%; with 50% employer match about $92,390 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-8$57,697$44,347$5,543iApproximate average salary by contribution assumption: employee only about $138,584 at 4% or $92,390 at 6%; with 50% employer match about $92,390 at 4% or $61,593 at 6%; with 100% employer match about $69,292 at 4% or $46,195 at 6%.
200216$10,067$10,067$1,678iApproximate average salary by contribution assumption: employee only about $41,946 at 4% or $27,964 at 6%; with 50% employer match about $27,964 at 4% or $18,643 at 6%; with 100% employer match about $20,973 at 4% or $13,982 at 6%.
Wellstone Wealth Management LLC 401K Profit Sharing Plan-6$10,067$10,067$1,678iApproximate average salary by contribution assumption: employee only about $41,946 at 4% or $27,964 at 6%; with 50% employer match about $27,964 at 4% or $18,643 at 6%; with 100% employer match about $20,973 at 4% or $13,982 at 6%.