Betterwealth, LLC

San Jose, CA

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.

Overview

Registered In

California

Incorporation Date

02/12/2015

Company Type

Limited Liability Company - Ca

Status

Active

Registration Type

Domestic

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People

Scott Stauffer Individual Agent	1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129
Scott Stauffer Manager	1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129

Showing current associates only (2 of 5 total associates). Create a free account to see the full associate history

Map & Locations

1475 SARATOGA AVE STE 200, SAN JOSE, CA 95129 View Map

Financials

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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Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor