Westview Investment Advisors LLC
Plan context: Westview Investment Advisors LLC 401(K) Profit Sharing Plan
EIN 03-0355289 • Burlington, VT • 3 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
5
2016 Assets
$666,655
2016 Contributions
$77,651
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 5 | $666,655 | $77,651 | $15,530iApproximate average salary by contribution assumption: employee only about $388,255 at 4% or $258,837 at 6%; with 50% employer match about $258,837 at 4% or $172,558 at 6%; with 100% employer match about $194,128 at 4% or $129,418 at 6%. |
| Westview Investment Advisors LLC 401(K) Profit Sharing Plan | - | 5 | $666,655 | $77,651 | $15,530iApproximate average salary by contribution assumption: employee only about $388,255 at 4% or $258,837 at 6%; with 50% employer match about $258,837 at 4% or $172,558 at 6%; with 100% employer match about $194,128 at 4% or $129,418 at 6%. |
| 2015 | 1 | 5 | $553,175 | $63,422 | $12,684iApproximate average salary by contribution assumption: employee only about $317,110 at 4% or $211,407 at 6%; with 50% employer match about $211,407 at 4% or $140,938 at 6%; with 100% employer match about $158,555 at 4% or $105,703 at 6%. |
| Westview Investment Advisors LLC 401(K) Profit Sharing Plan | - | 5 | $553,175 | $63,422 | $12,684iApproximate average salary by contribution assumption: employee only about $317,110 at 4% or $211,407 at 6%; with 50% employer match about $211,407 at 4% or $140,938 at 6%; with 100% employer match about $158,555 at 4% or $105,703 at 6%. |
| 2014 | 1 | 4 | $505,687 | $468,051 | $117,013iApproximate average salary by contribution assumption: employee only about $2,925,319 at 4% or $1,950,213 at 6%; with 50% employer match about $1,950,213 at 4% or $1,300,142 at 6%; with 100% employer match about $1,462,659 at 4% or $975,106 at 6%. |
| Westview Investment Advisors LLC 401(K) Profit Sharing Plan | - | 4 | $505,687 | $468,051 | $117,013iApproximate average salary by contribution assumption: employee only about $2,925,319 at 4% or $1,950,213 at 6%; with 50% employer match about $1,950,213 at 4% or $1,300,142 at 6%; with 100% employer match about $1,462,659 at 4% or $975,106 at 6%. |