Betterwealth, LLC
California
Registered In
02/12/2015
Incorp. Date
Company Summary
Betterwealth, LLC at 1475 Saratoga Ave STE 200, San Jose, Ca 95129 lists Scott Stauffer of San Jose, CA as the associate.
- Registered In
- California
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Limited Liability Company - Ca
- Status
- Active
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- SEC | EDGAR Trellis.Law Recent News
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Scott Stauffer
Individual Agent
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1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129
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Scott Stauffer
Manager
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1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129
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1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129
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Financial Information for Betterwealth, LLC
Form 5500
BETTERWEALTH, LLC
1475 Saratoga Avenue, Suite 200, San Jose, Ca 95129 (408) 659-2390 EIN:47-4485131 Plan Admin:W. Scott Stauffer| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameBETTERWEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,172,257 / $2,829,620 | 2022 | BETTERWEALTH 401(K) PLAN - Plan #001 | 5 / 6 | $2,172,257 / $2,829,620 |
| 2021 | Plan NameBETTERWEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$2,513,206 / $2,172,257 | 2021 | BETTERWEALTH 401(K) PLAN - Plan #001 | 5 / 5 | $2,513,206 / $2,172,257 |
| 2020 | Plan NameBETTERWEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,765,408 / $2,513,206 | 2020 | BETTERWEALTH 401(K) PLAN - Plan #001 | 5 / 5 | $1,765,408 / $2,513,206 |
| 2019 | Plan NameBETTERWEALTH 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,230,087 / $1,765,408 | 2019 | BETTERWEALTH 401(K) PLAN - Plan #001 | 5 / 5 | $1,230,087 / $1,765,408 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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