Civic Intelligence

Westerly Financial Group Inc.

Plan context: Westerly Financial Group Inc. 401(K) Profit Sharing Plan

EIN 20-0053094 • 7 filings • 1 plans

Current Snapshot

Latest Year

2019

2019 Participants

2

2019 Assets

$412,685

2019 Contributions

$51,579

Historical Graphs

Total Assets Over Time

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

$2,359,318$1,179,659$0201320162019YearValue
$412,685Latest year 2019

Participants Over Time

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

29150201320162019YearValue
2Latest year 2019

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
201912$412,685$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-2$412,685--
201812$431,754$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-2$431,754--
201714$770,275$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-4$770,275--
201614$1,023,732$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-4$1,023,732--
201514$1,114,750$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-4$1,114,750--
2014121$1,305,622$0-
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-21$1,305,622--
2013129$2,359,318$51,579$1,779iApproximate average salary by contribution assumption: employee only about $44,465 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,822 at 6%.
Westerly Financial Group Inc. 401(K) Profit Sharing Plan-29$2,359,318$51,579$1,779iApproximate average salary by contribution assumption: employee only about $44,465 at 4% or $29,643 at 6%; with 50% employer match about $29,643 at 4% or $19,762 at 6%; with 100% employer match about $22,232 at 4% or $14,822 at 6%.