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$39,900
cash in banks (latest reads)
$0
personal investments
$78,250
retirement plan (est.)
$835,000
real estate minus mortgages (at cost)
Money figures come from the most recent balance read of each account and property purchase prices — estimates for orientation, not appraisals. Bank statements will tighten them.
Needs your attention
due 2026-09-15 Q3 2026 estimated tax payment
due 2026-10-15 Harper 2025 personal return
What the numbers say
The retirement plan holds about $78,250 — far from the $250K filing line
Plan cash and investments plus what the plan paid for any property share. Extra IRS filings only start at $250,000, so there is comfortable room.
Most of the income traces back to one customer
One consulting contract funds everything else — its termination terms are the real safety margin. (Fictional example.)
The participant loan was sized before it was made
The legal limit math was computed and filed BEFORE the trust lent a dollar — the discipline this register exists to enforce. (Fictional example.)
5 of your companies have no legal paperwork on file here yet
Bluefin Solo 401(k) Trust · 742 Evergreen Ave LLC · Harbor Lights Media LLC · Sandpiper Ventures LLC · Lighthouse Health Group LLC
Drill down any time: every number and every flag above links to its full record, and every record shows where the fact came from.
Value states:
plain text = known
unverified = working value, not confirmed
unknown = not in the record
Grey is not green.