Xena Financial Planning LLC
Plan context: Xena Financial Planning 401(K) Plan
EIN 99-4996311 • Portland, OR • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$806,326
2025 Contributions
$89,349
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 | $806,326 | $89,349 | $22,337iApproximate average salary by contribution assumption: employee only about $558,431 at 4% or $372,288 at 6%; with 50% employer match about $372,288 at 4% or $248,192 at 6%; with 100% employer match about $279,216 at 4% or $186,144 at 6%. |
| Xena Financial Planning 401(K) Plan | - | 4 | $806,326 | $89,349 | $22,337iApproximate average salary by contribution assumption: employee only about $558,431 at 4% or $372,288 at 6%; with 50% employer match about $372,288 at 4% or $248,192 at 6%; with 100% employer match about $279,216 at 4% or $186,144 at 6%. |
| 2024 | 1 | 2 | $625,899 | $35,435 | $17,718iApproximate average salary by contribution assumption: employee only about $442,938 at 4% or $295,292 at 6%; with 50% employer match about $295,292 at 4% or $196,861 at 6%; with 100% employer match about $221,469 at 4% or $147,646 at 6%. |
| Xena Financial Planning 401(K) Plan | - | 2 | $625,899 | $35,435 | $17,718iApproximate average salary by contribution assumption: employee only about $442,938 at 4% or $295,292 at 6%; with 50% employer match about $295,292 at 4% or $196,861 at 6%; with 100% employer match about $221,469 at 4% or $147,646 at 6%. |