Civic Intelligence

Westcorp Capital Inc.

Plan context: Westcorp Capital Inc. Retirement Plan

EIN 06-1764190 • Calabasas, CA • 29 filings • 3 plans

23901 Calabasas Road, Suite 2000Calabasas, CA 91302
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$4,209,638

2024 Contributions

$57,000

Historical Graphs

Total Assets Over Time

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

$4,209,638$2,104,819$0200820162024YearValue
$4,209,638Latest year 2024

Participants Over Time

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

420200820162024YearValue
1Latest 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
202421$4,209,638$0-
Westcorp Capital Inc. Retirement Plan-1$3,248,249--
Westcorp Capital Inc. 401(K) Profit Sharing Plan-1$961,389--
202321$3,924,196$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
Westcorp Capital Inc. Retirement Plan-1$3,028,394--
Westcorp Capital Inc. 401(K) Profit Sharing Plan-1$895,802$57,000$57,000iApproximate average salary by contribution assumption: employee only about $1,425,000 at 4% or $950,000 at 6%; with 50% employer match about $950,000 at 4% or $633,333 at 6%; with 100% employer match about $712,500 at 4% or $475,000 at 6%.
202222$3,782,803$352,470$176,235iApproximate average salary by contribution assumption: employee only about $4,405,875 at 4% or $2,937,250 at 6%; with 50% employer match about $2,937,250 at 4% or $1,958,167 at 6%; with 100% employer match about $2,202,938 at 4% or $1,468,625 at 6%.
Westcorp Capital Inc. Retirement Plan-2$2,865,342$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$917,461$77,470$38,735iApproximate average salary by contribution assumption: employee only about $968,375 at 4% or $645,583 at 6%; with 50% employer match about $645,583 at 4% or $430,389 at 6%; with 100% employer match about $484,188 at 4% or $322,792 at 6%.
202122$3,365,483$354,978$177,489iApproximate average salary by contribution assumption: employee only about $4,437,225 at 4% or $2,958,150 at 6%; with 50% employer match about $2,958,150 at 4% or $1,972,100 at 6%; with 100% employer match about $2,218,613 at 4% or $1,479,075 at 6%.
Westcorp Capital Inc. Retirement Plan-2$2,527,194$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$838,289$79,978$39,989iApproximate average salary by contribution assumption: employee only about $999,725 at 4% or $666,483 at 6%; with 50% employer match about $666,483 at 4% or $444,322 at 6%; with 100% employer match about $499,863 at 4% or $333,242 at 6%.
202022$2,911,611$353,000$176,500iApproximate average salary by contribution assumption: employee only about $4,412,500 at 4% or $2,941,667 at 6%; with 50% employer match about $2,941,667 at 4% or $1,961,111 at 6%; with 100% employer match about $2,206,250 at 4% or $1,470,833 at 6%.
Westcorp Capital Inc. Retirement Plan-2$2,154,175$272,668$136,334iApproximate average salary by contribution assumption: employee only about $3,408,350 at 4% or $2,272,233 at 6%; with 50% employer match about $2,272,233 at 4% or $1,514,822 at 6%; with 100% employer match about $1,704,175 at 4% or $1,136,117 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$757,436$80,332$40,166iApproximate average salary by contribution assumption: employee only about $1,004,150 at 4% or $669,433 at 6%; with 50% employer match about $669,433 at 4% or $446,289 at 6%; with 100% employer match about $502,075 at 4% or $334,717 at 6%.
201922$2,449,678$224,585$112,293iApproximate average salary by contribution assumption: employee only about $2,807,313 at 4% or $1,871,542 at 6%; with 50% employer match about $1,871,542 at 4% or $1,247,694 at 6%; with 100% employer match about $1,403,656 at 4% or $935,771 at 6%.
Westcorp Capital Inc. Retirement Plan-2$1,780,710$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$668,968$74,585$37,293iApproximate average salary by contribution assumption: employee only about $932,313 at 4% or $621,542 at 6%; with 50% employer match about $621,542 at 4% or $414,361 at 6%; with 100% employer match about $466,156 at 4% or $310,771 at 6%.
201823$2,090,777$195,087$65,029iApproximate average salary by contribution assumption: employee only about $1,625,725 at 4% or $1,083,817 at 6%; with 50% employer match about $1,083,817 at 4% or $722,544 at 6%; with 100% employer match about $812,863 at 4% or $541,908 at 6%.
Westcorp Capital Inc. Retirement Plan-2$1,546,745$125,000$62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-3$544,032$70,087$23,362iApproximate average salary by contribution assumption: employee only about $584,058 at 4% or $389,372 at 6%; with 50% employer match about $389,372 at 4% or $259,581 at 6%; with 100% employer match about $292,029 at 4% or $194,686 at 6%.
201723$1,805,126$274,000$91,333iApproximate average salary by contribution assumption: employee only about $2,283,333 at 4% or $1,522,222 at 6%; with 50% employer match about $1,522,222 at 4% or $1,014,815 at 6%; with 100% employer match about $1,141,667 at 4% or $761,111 at 6%.
Westcorp Capital Inc. Retirement Plan-2$1,318,507$208,766$104,383iApproximate average salary by contribution assumption: employee only about $2,609,575 at 4% or $1,739,717 at 6%; with 50% employer match about $1,739,717 at 4% or $1,159,811 at 6%; with 100% employer match about $1,304,788 at 4% or $869,858 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-3$486,619$65,234$21,745iApproximate average salary by contribution assumption: employee only about $543,617 at 4% or $362,411 at 6%; with 50% employer match about $362,411 at 4% or $241,607 at 6%; with 100% employer match about $271,808 at 4% or $181,206 at 6%.
201624$1,430,683$309,117$77,279iApproximate average salary by contribution assumption: employee only about $1,931,981 at 4% or $1,287,988 at 6%; with 50% employer match about $1,287,988 at 4% or $858,658 at 6%; with 100% employer match about $965,991 at 4% or $643,994 at 6%.
Westcorp Capital Inc. Retirement Plan-2$1,040,334$239,000$119,500iApproximate average salary by contribution assumption: employee only about $2,987,500 at 4% or $1,991,667 at 6%; with 50% employer match about $1,991,667 at 4% or $1,327,778 at 6%; with 100% employer match about $1,493,750 at 4% or $995,833 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-4$390,349$70,117$17,529iApproximate average salary by contribution assumption: employee only about $438,231 at 4% or $292,154 at 6%; with 50% employer match about $292,154 at 4% or $194,769 at 6%; with 100% employer match about $219,116 at 4% or $146,077 at 6%.
201524$1,039,768$273,105$68,276iApproximate average salary by contribution assumption: employee only about $1,706,906 at 4% or $1,137,938 at 6%; with 50% employer match about $1,137,938 at 4% or $758,625 at 6%; with 100% employer match about $853,453 at 4% or $568,969 at 6%.
Westcorp Capital Inc. Retirement Plan-2$748,012$200,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-4$291,756$73,105$18,276iApproximate average salary by contribution assumption: employee only about $456,906 at 4% or $304,604 at 6%; with 50% employer match about $304,604 at 4% or $203,069 at 6%; with 100% employer match about $228,453 at 4% or $152,302 at 6%.
201424$748,972$389,033$97,258iApproximate average salary by contribution assumption: employee only about $2,431,456 at 4% or $1,620,971 at 6%; with 50% employer match about $1,620,971 at 4% or $1,080,647 at 6%; with 100% employer match about $1,215,728 at 4% or $810,485 at 6%.
Westcorp Capital Inc. Retirement Plan-2$519,396$317,000$158,500iApproximate average salary by contribution assumption: employee only about $3,962,500 at 4% or $2,641,667 at 6%; with 50% employer match about $2,641,667 at 4% or $1,761,111 at 6%; with 100% employer match about $1,981,250 at 4% or $1,320,833 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-4$229,576$72,033$18,008iApproximate average salary by contribution assumption: employee only about $450,206 at 4% or $300,138 at 6%; with 50% employer match about $300,138 at 4% or $200,092 at 6%; with 100% employer match about $225,103 at 4% or $150,069 at 6%.
201323$425,784$265,000$88,333iApproximate average salary by contribution assumption: employee only about $2,208,333 at 4% or $1,472,222 at 6%; with 50% employer match about $1,472,222 at 4% or $981,481 at 6%; with 100% employer match about $1,104,167 at 4% or $736,111 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-3$224,533$63,749$21,250iApproximate average salary by contribution assumption: employee only about $531,242 at 4% or $354,161 at 6%; with 50% employer match about $354,161 at 4% or $236,107 at 6%; with 100% employer match about $265,621 at 4% or $177,081 at 6%.
Westcorp Capital Inc. Retirement Plan-2$201,251$201,251$100,626iApproximate average salary by contribution assumption: employee only about $2,515,638 at 4% or $1,677,092 at 6%; with 50% employer match about $1,677,092 at 4% or $1,118,061 at 6%; with 100% employer match about $1,257,819 at 4% or $838,546 at 6%.
201212$136,880$51,614$25,807iApproximate average salary by contribution assumption: employee only about $645,175 at 4% or $430,117 at 6%; with 50% employer match about $430,117 at 4% or $286,744 at 6%; with 100% employer match about $322,588 at 4% or $215,058 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$136,880$51,614$25,807iApproximate average salary by contribution assumption: employee only about $645,175 at 4% or $430,117 at 6%; with 50% employer match about $430,117 at 4% or $286,744 at 6%; with 100% employer match about $322,588 at 4% or $215,058 at 6%.
201112$186,661$58,658$29,329iApproximate average salary by contribution assumption: employee only about $733,225 at 4% or $488,817 at 6%; with 50% employer match about $488,817 at 4% or $325,878 at 6%; with 100% employer match about $366,613 at 4% or $244,408 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-2$186,661$58,658$29,329iApproximate average salary by contribution assumption: employee only about $733,225 at 4% or $488,817 at 6%; with 50% employer match about $488,817 at 4% or $325,878 at 6%; with 100% employer match about $366,613 at 4% or $244,408 at 6%.
201013$128,839$57,994$19,331iApproximate average salary by contribution assumption: employee only about $483,283 at 4% or $322,189 at 6%; with 50% employer match about $322,189 at 4% or $214,793 at 6%; with 100% employer match about $241,642 at 4% or $161,094 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-3$128,839$57,994$19,331iApproximate average salary by contribution assumption: employee only about $483,283 at 4% or $322,189 at 6%; with 50% employer match about $322,189 at 4% or $214,793 at 6%; with 100% employer match about $241,642 at 4% or $161,094 at 6%.
200913$71,853$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-3$71,853$22,000$7,333iApproximate average salary by contribution assumption: employee only about $183,333 at 4% or $122,222 at 6%; with 50% employer match about $122,222 at 4% or $81,481 at 6%; with 100% employer match about $91,667 at 4% or $61,111 at 6%.
200814$50,572$50,572$12,643iApproximate average salary by contribution assumption: employee only about $316,075 at 4% or $210,717 at 6%; with 50% employer match about $210,717 at 4% or $140,478 at 6%; with 100% employer match about $158,038 at 4% or $105,358 at 6%.
Westcorp Capital Inc. 401(K) Profit Sharing Plan-4$50,572$50,572$12,643iApproximate average salary by contribution assumption: employee only about $316,075 at 4% or $210,717 at 6%; with 50% employer match about $210,717 at 4% or $140,478 at 6%; with 100% employer match about $158,038 at 4% or $105,358 at 6%.