BURLWOOD WEALTH LLC
Plan context: BURLWOOD WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST
EIN 99-2177406 • Spokane, WA • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$48,241
2025 Contributions
$31,462
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 | 4 | $48,241 | $31,462 | $7,866iApproximate average salary by contribution assumption: employee only about $196,638 at 4% or $131,092 at 6%; with 50% employer match about $131,092 at 4% or $87,394 at 6%; with 100% employer match about $98,319 at 4% or $65,546 at 6%. |
| BURLWOOD WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $48,241 | $31,462 | $7,866iApproximate average salary by contribution assumption: employee only about $196,638 at 4% or $131,092 at 6%; with 50% employer match about $131,092 at 4% or $87,394 at 6%; with 100% employer match about $98,319 at 4% or $65,546 at 6%. |
| 2024 | 1 | 4 | $11,556 | $11,362 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%. |
| BURLWOOD WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $11,556 | $11,362 | $2,841iApproximate average salary by contribution assumption: employee only about $71,013 at 4% or $47,342 at 6%; with 50% employer match about $47,342 at 4% or $31,561 at 6%; with 100% employer match about $35,506 at 4% or $23,671 at 6%. |