Civic Intelligence

West & Rosa LLP

Plan context: West & Rosa LLP Retirement Plan

EIN 02-0759358 • Newport Beach, CA • 18 filings • 4 plans

1301 Dove St Ste 700Newport Beach, CA 92660-2470
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,971,828

2024 Contributions

$135,306

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,971,828$2,485,914$0200720162024YearValue
$4,971,828Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

28140200720162024YearValue
15Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024115$4,971,828$135,306$9,020iApproximate average salary by contribution assumption: employee only about $225,510 at 4% or $150,340 at 6%; with 50% employer match about $150,340 at 4% or $100,227 at 6%; with 100% employer match about $112,755 at 4% or $75,170 at 6%.
West & Rosa LLP Retirement Plan-15$4,971,828$135,306$9,020iApproximate average salary by contribution assumption: employee only about $225,510 at 4% or $150,340 at 6%; with 50% employer match about $150,340 at 4% or $100,227 at 6%; with 100% employer match about $112,755 at 4% or $75,170 at 6%.
2023116$4,418,860$155,697$9,731iApproximate average salary by contribution assumption: employee only about $243,277 at 4% or $162,184 at 6%; with 50% employer match about $162,184 at 4% or $108,123 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
West & Rosa LLP Retirement Plan-16$4,418,860$155,697$9,731iApproximate average salary by contribution assumption: employee only about $243,277 at 4% or $162,184 at 6%; with 50% employer match about $162,184 at 4% or $108,123 at 6%; with 100% employer match about $121,638 at 4% or $81,092 at 6%.
2022117$3,865,915$157,091$9,241iApproximate average salary by contribution assumption: employee only about $231,016 at 4% or $154,011 at 6%; with 50% employer match about $154,011 at 4% or $102,674 at 6%; with 100% employer match about $115,508 at 4% or $77,005 at 6%.
West & Rosa LLP Retirement Plan-17$3,865,915$157,091$9,241iApproximate average salary by contribution assumption: employee only about $231,016 at 4% or $154,011 at 6%; with 50% employer match about $154,011 at 4% or $102,674 at 6%; with 100% employer match about $115,508 at 4% or $77,005 at 6%.
2021119$4,512,562$147,924$7,785iApproximate average salary by contribution assumption: employee only about $194,637 at 4% or $129,758 at 6%; with 50% employer match about $129,758 at 4% or $86,505 at 6%; with 100% employer match about $97,318 at 4% or $64,879 at 6%.
West & Rosa LLP Retirement Plan-19$4,512,562$147,924$7,785iApproximate average salary by contribution assumption: employee only about $194,637 at 4% or $129,758 at 6%; with 50% employer match about $129,758 at 4% or $86,505 at 6%; with 100% employer match about $97,318 at 4% or $64,879 at 6%.
2020119$3,946,656$169,207$8,906iApproximate average salary by contribution assumption: employee only about $222,641 at 4% or $148,427 at 6%; with 50% employer match about $148,427 at 4% or $98,951 at 6%; with 100% employer match about $111,320 at 4% or $74,214 at 6%.
West & Rosa LLP Retirement Plan-19$3,946,656$169,207$8,906iApproximate average salary by contribution assumption: employee only about $222,641 at 4% or $148,427 at 6%; with 50% employer match about $148,427 at 4% or $98,951 at 6%; with 100% employer match about $111,320 at 4% or $74,214 at 6%.
2019117$3,421,450$459,769$27,045iApproximate average salary by contribution assumption: employee only about $676,131 at 4% or $450,754 at 6%; with 50% employer match about $450,754 at 4% or $300,503 at 6%; with 100% employer match about $338,065 at 4% or $225,377 at 6%.
West & Rosa LLP Retirement Plan-17$3,421,450$459,769$27,045iApproximate average salary by contribution assumption: employee only about $676,131 at 4% or $450,754 at 6%; with 50% employer match about $450,754 at 4% or $300,503 at 6%; with 100% employer match about $338,065 at 4% or $225,377 at 6%.
2018120$3,498,732$199,298$9,965iApproximate average salary by contribution assumption: employee only about $249,123 at 4% or $166,082 at 6%; with 50% employer match about $166,082 at 4% or $110,721 at 6%; with 100% employer match about $124,561 at 4% or $83,041 at 6%.
West & Rosa LLP Retirement Plan-20$3,498,732$199,298$9,965iApproximate average salary by contribution assumption: employee only about $249,123 at 4% or $166,082 at 6%; with 50% employer match about $166,082 at 4% or $110,721 at 6%; with 100% employer match about $124,561 at 4% or $83,041 at 6%.
2017119$4,266,008$265,448$13,971iApproximate average salary by contribution assumption: employee only about $349,274 at 4% or $232,849 at 6%; with 50% employer match about $232,849 at 4% or $155,233 at 6%; with 100% employer match about $174,637 at 4% or $116,425 at 6%.
West & Rosa LLP Retirement Plan-19$4,266,008$265,448$13,971iApproximate average salary by contribution assumption: employee only about $349,274 at 4% or $232,849 at 6%; with 50% employer match about $232,849 at 4% or $155,233 at 6%; with 100% employer match about $174,637 at 4% or $116,425 at 6%.
2016122$3,789,157$245,315$11,151iApproximate average salary by contribution assumption: employee only about $278,767 at 4% or $185,845 at 6%; with 50% employer match about $185,845 at 4% or $123,896 at 6%; with 100% employer match about $139,384 at 4% or $92,922 at 6%.
West & Rosa LLP Retirement Plan-22$3,789,157$245,315$11,151iApproximate average salary by contribution assumption: employee only about $278,767 at 4% or $185,845 at 6%; with 50% employer match about $185,845 at 4% or $123,896 at 6%; with 100% employer match about $139,384 at 4% or $92,922 at 6%.
2015123$3,540,633$234,381$10,190iApproximate average salary by contribution assumption: employee only about $254,762 at 4% or $169,841 at 6%; with 50% employer match about $169,841 at 4% or $113,228 at 6%; with 100% employer match about $127,381 at 4% or $84,921 at 6%.
West & Rosa LLP Retirement Plan-23$3,540,633$234,381$10,190iApproximate average salary by contribution assumption: employee only about $254,762 at 4% or $169,841 at 6%; with 50% employer match about $169,841 at 4% or $113,228 at 6%; with 100% employer match about $127,381 at 4% or $84,921 at 6%.
2014123$3,363,816$265,292$11,534iApproximate average salary by contribution assumption: employee only about $288,361 at 4% or $192,241 at 6%; with 50% employer match about $192,241 at 4% or $128,160 at 6%; with 100% employer match about $144,180 at 4% or $96,120 at 6%.
West & Rosa LLP Retirement Plan-23$3,363,816$265,292$11,534iApproximate average salary by contribution assumption: employee only about $288,361 at 4% or $192,241 at 6%; with 50% employer match about $192,241 at 4% or $128,160 at 6%; with 100% employer match about $144,180 at 4% or $96,120 at 6%.
2013123$2,954,717$214,153$9,311iApproximate average salary by contribution assumption: employee only about $232,775 at 4% or $155,183 at 6%; with 50% employer match about $155,183 at 4% or $103,456 at 6%; with 100% employer match about $116,388 at 4% or $77,592 at 6%.
West & Rosa LLP Retirement Plan-23$2,954,717$214,153$9,311iApproximate average salary by contribution assumption: employee only about $232,775 at 4% or $155,183 at 6%; with 50% employer match about $155,183 at 4% or $103,456 at 6%; with 100% employer match about $116,388 at 4% or $77,592 at 6%.
2012122$2,476,310$206,512$9,387iApproximate average salary by contribution assumption: employee only about $234,673 at 4% or $156,448 at 6%; with 50% employer match about $156,448 at 4% or $104,299 at 6%; with 100% employer match about $117,336 at 4% or $78,224 at 6%.
West & Rosa LLP Retirement Plan-22$2,476,310$206,512$9,387iApproximate average salary by contribution assumption: employee only about $234,673 at 4% or $156,448 at 6%; with 50% employer match about $156,448 at 4% or $104,299 at 6%; with 100% employer match about $117,336 at 4% or $78,224 at 6%.
2011127$2,246,153$205,955$7,628iApproximate average salary by contribution assumption: employee only about $190,699 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,755 at 6%; with 100% employer match about $95,350 at 4% or $63,566 at 6%.
West & Rosa LLP Retirement Plan-27$2,246,153$205,955$7,628iApproximate average salary by contribution assumption: employee only about $190,699 at 4% or $127,133 at 6%; with 50% employer match about $127,133 at 4% or $84,755 at 6%; with 100% employer match about $95,350 at 4% or $63,566 at 6%.
2010126$2,538,015$245,330$9,436iApproximate average salary by contribution assumption: employee only about $235,894 at 4% or $157,263 at 6%; with 50% employer match about $157,263 at 4% or $104,842 at 6%; with 100% employer match about $117,947 at 4% or $78,631 at 6%.
West & Rosa LLP Retirement Plan-26$2,538,015$245,330$9,436iApproximate average salary by contribution assumption: employee only about $235,894 at 4% or $157,263 at 6%; with 50% employer match about $157,263 at 4% or $104,842 at 6%; with 100% employer match about $117,947 at 4% or $78,631 at 6%.
2009128$2,035,072$271,541$9,698iApproximate average salary by contribution assumption: employee only about $242,447 at 4% or $161,632 at 6%; with 50% employer match about $161,632 at 4% or $107,754 at 6%; with 100% employer match about $121,224 at 4% or $80,816 at 6%.
West & Rosa LLP Retirement Plan-28$2,035,072$271,541$9,698iApproximate average salary by contribution assumption: employee only about $242,447 at 4% or $161,632 at 6%; with 50% employer match about $161,632 at 4% or $107,754 at 6%; with 100% employer match about $121,224 at 4% or $80,816 at 6%.
2008123$1,439,885$179,478$7,803iApproximate average salary by contribution assumption: employee only about $195,085 at 4% or $130,057 at 6%; with 50% employer match about $130,057 at 4% or $86,704 at 6%; with 100% employer match about $97,542 at 4% or $65,028 at 6%.
West & Rosa LLP Retirement Plan-23$1,439,885$179,478$7,803iApproximate average salary by contribution assumption: employee only about $195,085 at 4% or $130,057 at 6%; with 50% employer match about $130,057 at 4% or $86,704 at 6%; with 100% employer match about $97,542 at 4% or $65,028 at 6%.
2007123$1,921,876$240,578$10,460iApproximate average salary by contribution assumption: employee only about $261,498 at 4% or $174,332 at 6%; with 50% employer match about $174,332 at 4% or $116,221 at 6%; with 100% employer match about $130,749 at 4% or $87,166 at 6%.
West & Rosa LLP Retirement Plan-23$1,921,876$240,578$10,460iApproximate average salary by contribution assumption: employee only about $261,498 at 4% or $174,332 at 6%; with 50% employer match about $174,332 at 4% or $116,221 at 6%; with 100% employer match about $130,749 at 4% or $87,166 at 6%.