Westwood & Wilshire LLC
Plan context: Westwood & Wilshire LLP 401(K) Profit Sharing Plan
EIN 16-1656720 • Los Angeles, CA • 16 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
23
2024 Assets
$3,150,270
2024 Contributions
$72,748
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 23 | $3,150,270 | $72,748 | $3,163iApproximate average salary by contribution assumption: employee only about $79,074 at 4% or $52,716 at 6%; with 50% employer match about $52,716 at 4% or $35,144 at 6%; with 100% employer match about $39,537 at 4% or $26,358 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 23 | $3,150,270 | $72,748 | $3,163iApproximate average salary by contribution assumption: employee only about $79,074 at 4% or $52,716 at 6%; with 50% employer match about $52,716 at 4% or $35,144 at 6%; with 100% employer match about $39,537 at 4% or $26,358 at 6%. |
| 2023 | 1 | 24 | $3,214,362 | $306,567 | $12,774iApproximate average salary by contribution assumption: employee only about $319,341 at 4% or $212,894 at 6%; with 50% employer match about $212,894 at 4% or $141,929 at 6%; with 100% employer match about $159,670 at 4% or $106,447 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 24 | $3,214,362 | $306,567 | $12,774iApproximate average salary by contribution assumption: employee only about $319,341 at 4% or $212,894 at 6%; with 50% employer match about $212,894 at 4% or $141,929 at 6%; with 100% employer match about $159,670 at 4% or $106,447 at 6%. |
| 2022 | 1 | 28 | $2,983,882 | $349,592 | $12,485iApproximate average salary by contribution assumption: employee only about $312,136 at 4% or $208,090 at 6%; with 50% employer match about $208,090 at 4% or $138,727 at 6%; with 100% employer match about $156,068 at 4% or $104,045 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 28 | $2,983,882 | $349,592 | $12,485iApproximate average salary by contribution assumption: employee only about $312,136 at 4% or $208,090 at 6%; with 50% employer match about $208,090 at 4% or $138,727 at 6%; with 100% employer match about $156,068 at 4% or $104,045 at 6%. |
| 2021 | 1 | 20 | $3,007,564 | $1,600,151 | $80,008iApproximate average salary by contribution assumption: employee only about $2,000,189 at 4% or $1,333,459 at 6%; with 50% employer match about $1,333,459 at 4% or $888,973 at 6%; with 100% employer match about $1,000,094 at 4% or $666,730 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 20 | $3,007,564 | $1,600,151 | $80,008iApproximate average salary by contribution assumption: employee only about $2,000,189 at 4% or $1,333,459 at 6%; with 50% employer match about $1,333,459 at 4% or $888,973 at 6%; with 100% employer match about $1,000,094 at 4% or $666,730 at 6%. |
| 2020 | 2 | 17 | $1,393,448 | $196,636 | $11,567iApproximate average salary by contribution assumption: employee only about $289,171 at 4% or $192,780 at 6%; with 50% employer match about $192,780 at 4% or $128,520 at 6%; with 100% employer match about $144,585 at 4% or $96,390 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 17 | $1,393,448 | $196,636 | $11,567iApproximate average salary by contribution assumption: employee only about $289,171 at 4% or $192,780 at 6%; with 50% employer match about $192,780 at 4% or $128,520 at 6%; with 100% employer match about $144,585 at 4% or $96,390 at 6%. |
| WESTWOOD & WILSHIRE LLC DEFINED BENEFIT PENSION PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 11 | $2,192,013 | $375,311 | $34,119iApproximate average salary by contribution assumption: employee only about $852,980 at 4% or $568,653 at 6%; with 50% employer match about $568,653 at 4% or $379,102 at 6%; with 100% employer match about $426,490 at 4% or $284,327 at 6%. |
| WESTWOOD & WILSHIRE LLC DEFINED BENEFIT PENSION PLAN | - | 8 | $1,235,181 | $200,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 11 | $956,832 | $175,311 | $15,937iApproximate average salary by contribution assumption: employee only about $398,434 at 4% or $265,623 at 6%; with 50% employer match about $265,623 at 4% or $177,082 at 6%; with 100% employer match about $199,217 at 4% or $132,811 at 6%. |
| 2018 | 2 | 9 | $1,612,743 | $286,955 | $31,884iApproximate average salary by contribution assumption: employee only about $797,097 at 4% or $531,398 at 6%; with 50% employer match about $531,398 at 4% or $354,265 at 6%; with 100% employer match about $398,549 at 4% or $265,699 at 6%. |
| WESTWOOD & WILSHIRE, LLC DEFINED BENEFIT PENSION PLAN | - | 6 | $920,668 | $200,000 | $33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 9 | $692,075 | $86,955 | $9,662iApproximate average salary by contribution assumption: employee only about $241,542 at 4% or $161,028 at 6%; with 50% employer match about $161,028 at 4% or $107,352 at 6%; with 100% employer match about $120,771 at 4% or $80,514 at 6%. |
| 2017 | 2 | 9 | $1,442,305 | $272,148 | $30,239iApproximate average salary by contribution assumption: employee only about $755,967 at 4% or $503,978 at 6%; with 50% employer match about $503,978 at 4% or $335,985 at 6%; with 100% employer match about $377,983 at 4% or $251,989 at 6%. |
| WESTWOOD & WILSHIRE, LLC DEFINED BENEFIT PENSION PLAN | - | 6 | $780,230 | $213,598 | $35,600iApproximate average salary by contribution assumption: employee only about $889,992 at 4% or $593,328 at 6%; with 50% employer match about $593,328 at 4% or $395,552 at 6%; with 100% employer match about $444,996 at 4% or $296,664 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 9 | $662,075 | $58,550 | $6,506iApproximate average salary by contribution assumption: employee only about $162,639 at 4% or $108,426 at 6%; with 50% employer match about $108,426 at 4% or $72,284 at 6%; with 100% employer match about $81,319 at 4% or $54,213 at 6%. |
| 2010 | 1 | 1 | $66,730 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 1 | $66,730 | $16,500 | $16,500iApproximate average salary by contribution assumption: employee only about $412,500 at 4% or $275,000 at 6%; with 50% employer match about $275,000 at 4% or $183,333 at 6%; with 100% employer match about $206,250 at 4% or $137,500 at 6%. |
| 2009 | 1 | 2 | $46,939 | $18,300 | $9,150iApproximate average salary by contribution assumption: employee only about $228,750 at 4% or $152,500 at 6%; with 50% employer match about $152,500 at 4% or $101,667 at 6%; with 100% employer match about $114,375 at 4% or $76,250 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 2 | $46,939 | $18,300 | $9,150iApproximate average salary by contribution assumption: employee only about $228,750 at 4% or $152,500 at 6%; with 50% employer match about $152,500 at 4% or $101,667 at 6%; with 100% employer match about $114,375 at 4% or $76,250 at 6%. |
| 2008 | 1 | 3 | $20,791 | $17,720 | $5,907iApproximate average salary by contribution assumption: employee only about $147,667 at 4% or $98,444 at 6%; with 50% employer match about $98,444 at 4% or $65,630 at 6%; with 100% employer match about $73,833 at 4% or $49,222 at 6%. |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 3 | $20,791 | $17,720 | $5,907iApproximate average salary by contribution assumption: employee only about $147,667 at 4% or $98,444 at 6%; with 50% employer match about $98,444 at 4% or $65,630 at 6%; with 100% employer match about $73,833 at 4% or $49,222 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Westwood & Wilshire LLP 401(K) Profit Sharing Plan | - | 3 | - | - | - |