Westmonte Financial Group LLC
Plan context: Westmonte Financial Group 401K Plan
EIN 20-1237765 • 2 filings • 1 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$26,408
2008 Contributions
$3,437
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 0 | $0 | $3,437 | - |
| Westmonte Financial Group 401K Plan | - | 0 | - | $3,437 | - |
| 2006 | 1 | 2 | $26,408 | $25,624 | $12,812iApproximate average salary by contribution assumption: employee only about $320,300 at 4% or $213,533 at 6%; with 50% employer match about $213,533 at 4% or $142,356 at 6%; with 100% employer match about $160,150 at 4% or $106,767 at 6%. |
| Westmonte Financial Group 401K Plan | - | 2 | $26,408 | $25,624 | $12,812iApproximate average salary by contribution assumption: employee only about $320,300 at 4% or $213,533 at 6%; with 50% employer match about $213,533 at 4% or $142,356 at 6%; with 100% employer match about $160,150 at 4% or $106,767 at 6%. |