Civic Intelligence

Westchester Benefit Group Inc.

Plan context: Westchester Benefit Group Inc. 401K Plan

EIN 13-3697632 • Valhalla, NY • 26 filings • 3 plans

500 Summit Lake Drive, Ste 120Valhalla, NY 10595
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$3,008,376

2024 Contributions

$150,581

Historical Graphs

Total Assets Over Time

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

$3,008,376$1,504,188$0199920132024YearValue
$3,008,376Latest year 2024

Participants Over Time

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

1160199920122024YearValue
10Latest 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
2024110$3,008,376$150,581$15,058iApproximate average salary by contribution assumption: employee only about $376,453 at 4% or $250,968 at 6%; with 50% employer match about $250,968 at 4% or $167,312 at 6%; with 100% employer match about $188,226 at 4% or $125,484 at 6%.
Westchester Benefit Group Inc. 401K Plan-10$3,008,376$150,581$15,058iApproximate average salary by contribution assumption: employee only about $376,453 at 4% or $250,968 at 6%; with 50% employer match about $250,968 at 4% or $167,312 at 6%; with 100% employer match about $188,226 at 4% or $125,484 at 6%.
2023110$2,528,368$137,699$13,770iApproximate average salary by contribution assumption: employee only about $344,248 at 4% or $229,498 at 6%; with 50% employer match about $229,498 at 4% or $152,999 at 6%; with 100% employer match about $172,124 at 4% or $114,749 at 6%.
Westchester Benefit Group Inc. 401K Plan-10$2,528,368$137,699$13,770iApproximate average salary by contribution assumption: employee only about $344,248 at 4% or $229,498 at 6%; with 50% employer match about $229,498 at 4% or $152,999 at 6%; with 100% employer match about $172,124 at 4% or $114,749 at 6%.
202219$2,057,449$120,342$13,371iApproximate average salary by contribution assumption: employee only about $334,283 at 4% or $222,856 at 6%; with 50% employer match about $222,856 at 4% or $148,570 at 6%; with 100% employer match about $167,142 at 4% or $111,428 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,057,449$120,342$13,371iApproximate average salary by contribution assumption: employee only about $334,283 at 4% or $222,856 at 6%; with 50% employer match about $222,856 at 4% or $148,570 at 6%; with 100% employer match about $167,142 at 4% or $111,428 at 6%.
202119$2,507,733$110,545$12,283iApproximate average salary by contribution assumption: employee only about $307,069 at 4% or $204,713 at 6%; with 50% employer match about $204,713 at 4% or $136,475 at 6%; with 100% employer match about $153,535 at 4% or $102,356 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,507,733$110,545$12,283iApproximate average salary by contribution assumption: employee only about $307,069 at 4% or $204,713 at 6%; with 50% employer match about $204,713 at 4% or $136,475 at 6%; with 100% employer match about $153,535 at 4% or $102,356 at 6%.
202019$2,789,612$106,244$11,805iApproximate average salary by contribution assumption: employee only about $295,122 at 4% or $196,748 at 6%; with 50% employer match about $196,748 at 4% or $131,165 at 6%; with 100% employer match about $147,561 at 4% or $98,374 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,789,612$106,244$11,805iApproximate average salary by contribution assumption: employee only about $295,122 at 4% or $196,748 at 6%; with 50% employer match about $196,748 at 4% or $131,165 at 6%; with 100% employer match about $147,561 at 4% or $98,374 at 6%.
201919$2,528,095$108,295$12,033iApproximate average salary by contribution assumption: employee only about $300,819 at 4% or $200,546 at 6%; with 50% employer match about $200,546 at 4% or $133,698 at 6%; with 100% employer match about $150,410 at 4% or $100,273 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,528,095$108,295$12,033iApproximate average salary by contribution assumption: employee only about $300,819 at 4% or $200,546 at 6%; with 50% employer match about $200,546 at 4% or $133,698 at 6%; with 100% employer match about $150,410 at 4% or $100,273 at 6%.
201819$2,024,817$113,997$12,666iApproximate average salary by contribution assumption: employee only about $316,658 at 4% or $211,106 at 6%; with 50% employer match about $211,106 at 4% or $140,737 at 6%; with 100% employer match about $158,329 at 4% or $105,553 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,024,817$113,997$12,666iApproximate average salary by contribution assumption: employee only about $316,658 at 4% or $211,106 at 6%; with 50% employer match about $211,106 at 4% or $140,737 at 6%; with 100% employer match about $158,329 at 4% or $105,553 at 6%.
201718$2,078,592$100,343$12,543iApproximate average salary by contribution assumption: employee only about $313,572 at 4% or $209,048 at 6%; with 50% employer match about $209,048 at 4% or $139,365 at 6%; with 100% employer match about $156,786 at 4% or $104,524 at 6%.
Westchester Benefit Group Inc. 401K Plan-8$2,078,592$100,343$12,543iApproximate average salary by contribution assumption: employee only about $313,572 at 4% or $209,048 at 6%; with 50% employer match about $209,048 at 4% or $139,365 at 6%; with 100% employer match about $156,786 at 4% or $104,524 at 6%.
201618$1,940,767$99,207$12,401iApproximate average salary by contribution assumption: employee only about $310,022 at 4% or $206,681 at 6%; with 50% employer match about $206,681 at 4% or $137,788 at 6%; with 100% employer match about $155,011 at 4% or $103,341 at 6%.
Westchester Benefit Group Inc. 401K Plan-8$1,940,767$99,207$12,401iApproximate average salary by contribution assumption: employee only about $310,022 at 4% or $206,681 at 6%; with 50% employer match about $206,681 at 4% or $137,788 at 6%; with 100% employer match about $155,011 at 4% or $103,341 at 6%.
2015110$1,657,556$140,202$14,020iApproximate average salary by contribution assumption: employee only about $350,505 at 4% or $233,670 at 6%; with 50% employer match about $233,670 at 4% or $155,780 at 6%; with 100% employer match about $175,253 at 4% or $116,835 at 6%.
Westchester Benefit Group Inc. 401K Plan-10$1,657,556$140,202$14,020iApproximate average salary by contribution assumption: employee only about $350,505 at 4% or $233,670 at 6%; with 50% employer match about $233,670 at 4% or $155,780 at 6%; with 100% employer match about $175,253 at 4% or $116,835 at 6%.
2014110$2,497,940$96,705$9,671iApproximate average salary by contribution assumption: employee only about $241,763 at 4% or $161,175 at 6%; with 50% employer match about $161,175 at 4% or $107,450 at 6%; with 100% employer match about $120,881 at 4% or $80,588 at 6%.
Westchester Benefit Group Inc. 401K Plan-10$2,497,940$96,705$9,671iApproximate average salary by contribution assumption: employee only about $241,763 at 4% or $161,175 at 6%; with 50% employer match about $161,175 at 4% or $107,450 at 6%; with 100% employer match about $120,881 at 4% or $80,588 at 6%.
201319$2,178,118$84,323$9,369iApproximate average salary by contribution assumption: employee only about $234,231 at 4% or $156,154 at 6%; with 50% employer match about $156,154 at 4% or $104,102 at 6%; with 100% employer match about $117,115 at 4% or $78,077 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$2,178,118$84,323$9,369iApproximate average salary by contribution assumption: employee only about $234,231 at 4% or $156,154 at 6%; with 50% employer match about $156,154 at 4% or $104,102 at 6%; with 100% employer match about $117,115 at 4% or $78,077 at 6%.
2012111$1,705,217$85,566$7,779iApproximate average salary by contribution assumption: employee only about $194,468 at 4% or $129,645 at 6%; with 50% employer match about $129,645 at 4% or $86,430 at 6%; with 100% employer match about $97,234 at 4% or $64,823 at 6%.
Westchester Benefit Group Inc. 401K Plan-11$1,705,217$85,566$7,779iApproximate average salary by contribution assumption: employee only about $194,468 at 4% or $129,645 at 6%; with 50% employer match about $129,645 at 4% or $86,430 at 6%; with 100% employer match about $97,234 at 4% or $64,823 at 6%.
2011110$1,441,118$95,118$9,512iApproximate average salary by contribution assumption: employee only about $237,795 at 4% or $158,530 at 6%; with 50% employer match about $158,530 at 4% or $105,687 at 6%; with 100% employer match about $118,897 at 4% or $79,265 at 6%.
Westchester Benefit Group Inc. 401K Plan-10$1,441,118$95,118$9,512iApproximate average salary by contribution assumption: employee only about $237,795 at 4% or $158,530 at 6%; with 50% employer match about $158,530 at 4% or $105,687 at 6%; with 100% employer match about $118,897 at 4% or $79,265 at 6%.
201018$1,956,562$638,858$79,857iApproximate average salary by contribution assumption: employee only about $1,996,431 at 4% or $1,330,954 at 6%; with 50% employer match about $1,330,954 at 4% or $887,303 at 6%; with 100% employer match about $998,216 at 4% or $665,477 at 6%.
Westchester Benefit Group Inc. 401K Plan-8$1,956,562$638,858$79,857iApproximate average salary by contribution assumption: employee only about $1,996,431 at 4% or $1,330,954 at 6%; with 50% employer match about $1,330,954 at 4% or $887,303 at 6%; with 100% employer match about $998,216 at 4% or $665,477 at 6%.
200919$1,649,401$83,674$9,297iApproximate average salary by contribution assumption: employee only about $232,428 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,301 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%.
Westchester Benefit Group Inc. 401K Plan-9$1,649,401$83,674$9,297iApproximate average salary by contribution assumption: employee only about $232,428 at 4% or $154,952 at 6%; with 50% employer match about $154,952 at 4% or $103,301 at 6%; with 100% employer match about $116,214 at 4% or $77,476 at 6%.
200817$1,250,823$139,494$19,928iApproximate average salary by contribution assumption: employee only about $498,193 at 4% or $332,129 at 6%; with 50% employer match about $332,129 at 4% or $221,419 at 6%; with 100% employer match about $249,096 at 4% or $166,064 at 6%.
Westchester Benefit Group Inc. 401K Plan-7$1,250,823$139,494$19,928iApproximate average salary by contribution assumption: employee only about $498,193 at 4% or $332,129 at 6%; with 50% employer match about $332,129 at 4% or $221,419 at 6%; with 100% employer match about $249,096 at 4% or $166,064 at 6%.
200716$0$0-
Westchester Benefit Group Inc. 401K Plan-6---
200618$1,681,661$78,456$9,807iApproximate average salary by contribution assumption: employee only about $245,175 at 4% or $163,450 at 6%; with 50% employer match about $163,450 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,725 at 6%.
Westchester Benefit Group Inc. 401K Plan-8$1,681,661$78,456$9,807iApproximate average salary by contribution assumption: employee only about $245,175 at 4% or $163,450 at 6%; with 50% employer match about $163,450 at 4% or $108,967 at 6%; with 100% employer match about $122,588 at 4% or $81,725 at 6%.
200517$1,412,293$80,379$11,483iApproximate average salary by contribution assumption: employee only about $287,068 at 4% or $191,379 at 6%; with 50% employer match about $191,379 at 4% or $127,586 at 6%; with 100% employer match about $143,534 at 4% or $95,689 at 6%.
Westchester Benefit Group Inc. 401K Plan-7$1,412,293$80,379$11,483iApproximate average salary by contribution assumption: employee only about $287,068 at 4% or $191,379 at 6%; with 50% employer match about $191,379 at 4% or $127,586 at 6%; with 100% employer match about $143,534 at 4% or $95,689 at 6%.
200418$1,236,748$79,125$9,891iApproximate average salary by contribution assumption: employee only about $247,266 at 4% or $164,844 at 6%; with 50% employer match about $164,844 at 4% or $109,896 at 6%; with 100% employer match about $123,633 at 4% or $82,422 at 6%.
Westchester Benefit Group Inc. 401K Plan-8$1,236,748$79,125$9,891iApproximate average salary by contribution assumption: employee only about $247,266 at 4% or $164,844 at 6%; with 50% employer match about $164,844 at 4% or $109,896 at 6%; with 100% employer match about $123,633 at 4% or $82,422 at 6%.
200317$1,011,152$644,552$92,079iApproximate average salary by contribution assumption: employee only about $2,301,971 at 4% or $1,534,648 at 6%; with 50% employer match about $1,534,648 at 4% or $1,023,098 at 6%; with 100% employer match about $1,150,986 at 4% or $767,324 at 6%.
Westchester Benefit Group Inc. 401K Plan-7$1,011,152$644,552$92,079iApproximate average salary by contribution assumption: employee only about $2,301,971 at 4% or $1,534,648 at 6%; with 50% employer match about $1,534,648 at 4% or $1,023,098 at 6%; with 100% employer match about $1,150,986 at 4% or $767,324 at 6%.
200216$131,340$56,845$9,474iApproximate average salary by contribution assumption: employee only about $236,854 at 4% or $157,903 at 6%; with 50% employer match about $157,903 at 4% or $105,269 at 6%; with 100% employer match about $118,427 at 4% or $78,951 at 6%.
Westchester Benefit Group Inc. 401K Plan-6$131,340$56,845$9,474iApproximate average salary by contribution assumption: employee only about $236,854 at 4% or $157,903 at 6%; with 50% employer match about $157,903 at 4% or $105,269 at 6%; with 100% employer match about $118,427 at 4% or $78,951 at 6%.
200115$0$0-
Westchester Benefit Group Inc. 401K Plan-5---
200016$0$0-
Westchester Benefit Group Inc. 401K Plan-6---
199916$14,571$5,557$926iApproximate average salary by contribution assumption: employee only about $23,154 at 4% or $15,436 at 6%; with 50% employer match about $15,436 at 4% or $10,291 at 6%; with 100% employer match about $11,577 at 4% or $7,718 at 6%.
Westchester Benefit Group Inc. 401K Plan-6$14,571$5,557$926iApproximate average salary by contribution assumption: employee only about $23,154 at 4% or $15,436 at 6%; with 50% employer match about $15,436 at 4% or $10,291 at 6%; with 100% employer match about $11,577 at 4% or $7,718 at 6%.