wealthschema
wealthschema/archetypes/sb-01-llc-s-corp-owner-pass-through
SB-01Small BusinessAccumulationmoderate tax complexity

LLC / S-Corp Owner (Pass-Through)

Owner of a profitable LLC or S-Corp, taking reasonable salary plus distributions, QBI deduction, solo 401k or SEP-IRA, mixing personal and business finances.

Fintech builders, financial software makers, and compliance teams use the SB-01 — LLC / S-Corp Owner (Pass-Through) archetype across six of WealthSchema's synthetic household data sets to model households matching the LLC / S-Corp Owner (Pass-Through) archetype without exposing real customer PII.

Age Range
35–55
Net Worth
$100k–$1M
Cohort
Small Business

Schema fields covered

Every SB-01 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Real Estate Investor (DSCR / Portfolio Lender)Solo Practitioner (Professional Services)

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer