Civic Intelligence

Westcott & Associates Inc

Plan context: Westcott & Associates Inc. 401K Plan

EIN 20-1573082 • Dunwoody, GA • 24 filings • 4 plans

2402 Mt. Vernon Road, Suite 150Dunwoody, GA 30338
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,114,534

2024 Contributions

$282,520

Historical Graphs

Total Assets Over Time

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

$1,376,299$688,150$0200820162024YearValue
$1,114,534Latest year 2024

Participants Over Time

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

840200720162024YearValue
8Latest 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
202428$1,114,534$282,520$35,315iApproximate average salary by contribution assumption: employee only about $882,875 at 4% or $588,583 at 6%; with 50% employer match about $588,583 at 4% or $392,389 at 6%; with 100% employer match about $441,438 at 4% or $294,292 at 6%.
Westcott & Associates Inc. 401K Plan-8$1,110,504$249,003$31,125iApproximate average salary by contribution assumption: employee only about $778,134 at 4% or $518,756 at 6%; with 50% employer match about $518,756 at 4% or $345,838 at 6%; with 100% employer match about $389,067 at 4% or $259,378 at 6%.
Westcott & Associates Inc Gfb Benefit Plan-1$4,030$33,517$33,517iApproximate average salary by contribution assumption: employee only about $837,925 at 4% or $558,617 at 6%; with 50% employer match about $558,617 at 4% or $372,411 at 6%; with 100% employer match about $418,963 at 4% or $279,308 at 6%.
202316$717,993$188,785$31,464iApproximate average salary by contribution assumption: employee only about $786,604 at 4% or $524,403 at 6%; with 50% employer match about $524,403 at 4% or $349,602 at 6%; with 100% employer match about $393,302 at 4% or $262,201 at 6%.
Westcott & Associates Inc. 401K Plan-6$717,993$188,785$31,464iApproximate average salary by contribution assumption: employee only about $786,604 at 4% or $524,403 at 6%; with 50% employer match about $524,403 at 4% or $349,602 at 6%; with 100% employer match about $393,302 at 4% or $262,201 at 6%.
202214$418,831$91,744$22,936iApproximate average salary by contribution assumption: employee only about $573,400 at 4% or $382,267 at 6%; with 50% employer match about $382,267 at 4% or $254,844 at 6%; with 100% employer match about $286,700 at 4% or $191,133 at 6%.
Westcott & Associates Inc. 401K Plan-4$418,831$91,744$22,936iApproximate average salary by contribution assumption: employee only about $573,400 at 4% or $382,267 at 6%; with 50% employer match about $382,267 at 4% or $254,844 at 6%; with 100% employer match about $286,700 at 4% or $191,133 at 6%.
202114$427,179$71,683$17,921iApproximate average salary by contribution assumption: employee only about $448,019 at 4% or $298,679 at 6%; with 50% employer match about $298,679 at 4% or $199,119 at 6%; with 100% employer match about $224,009 at 4% or $149,340 at 6%.
Westcott & Associates Inc. 401K Plan-4$427,179$71,683$17,921iApproximate average salary by contribution assumption: employee only about $448,019 at 4% or $298,679 at 6%; with 50% employer match about $298,679 at 4% or $199,119 at 6%; with 100% employer match about $224,009 at 4% or $149,340 at 6%.
202016$839,359$74,572$12,429iApproximate average salary by contribution assumption: employee only about $310,717 at 4% or $207,144 at 6%; with 50% employer match about $207,144 at 4% or $138,096 at 6%; with 100% employer match about $155,358 at 4% or $103,572 at 6%.
Westcott & Associates Inc. 401K Plan-6$839,359$74,572$12,429iApproximate average salary by contribution assumption: employee only about $310,717 at 4% or $207,144 at 6%; with 50% employer match about $207,144 at 4% or $138,096 at 6%; with 100% employer match about $155,358 at 4% or $103,572 at 6%.
201916$694,578$99,372$16,562iApproximate average salary by contribution assumption: employee only about $414,050 at 4% or $276,033 at 6%; with 50% employer match about $276,033 at 4% or $184,022 at 6%; with 100% employer match about $207,025 at 4% or $138,017 at 6%.
Westcott & Associates Inc. 401K Plan-6$694,578$99,372$16,562iApproximate average salary by contribution assumption: employee only about $414,050 at 4% or $276,033 at 6%; with 50% employer match about $276,033 at 4% or $184,022 at 6%; with 100% employer match about $207,025 at 4% or $138,017 at 6%.
201826$553,259$75,866$12,644iApproximate average salary by contribution assumption: employee only about $316,108 at 4% or $210,739 at 6%; with 50% employer match about $210,739 at 4% or $140,493 at 6%; with 100% employer match about $158,054 at 4% or $105,369 at 6%.
Westcott & Associates Inc. 401K Plan-6$553,259$75,866$12,644iApproximate average salary by contribution assumption: employee only about $316,108 at 4% or $210,739 at 6%; with 50% employer match about $210,739 at 4% or $140,493 at 6%; with 100% employer match about $158,054 at 4% or $105,369 at 6%.
Westcott & Associates Inc. Cash Balance Plan-0$0$0-
201736$1,376,299$154,396$25,733iApproximate average salary by contribution assumption: employee only about $643,317 at 4% or $428,878 at 6%; with 50% employer match about $428,878 at 4% or $285,919 at 6%; with 100% employer match about $321,658 at 4% or $214,439 at 6%.
Westcott & Associates Inc. 401K Plan-6$505,444$75,158$12,526iApproximate average salary by contribution assumption: employee only about $313,158 at 4% or $208,772 at 6%; with 50% employer match about $208,772 at 4% or $139,181 at 6%; with 100% employer match about $156,579 at 4% or $104,386 at 6%.
Westcott & Associates Inc. 401K Plan-6$505,444$75,158$12,526iApproximate average salary by contribution assumption: employee only about $313,158 at 4% or $208,772 at 6%; with 50% employer match about $208,772 at 4% or $139,181 at 6%; with 100% employer match about $156,579 at 4% or $104,386 at 6%.
Westcott & Associates Inc. Cash Balance Plan-6$365,411$4,080$680iApproximate average salary by contribution assumption: employee only about $17,000 at 4% or $11,333 at 6%; with 50% employer match about $11,333 at 4% or $7,556 at 6%; with 100% employer match about $8,500 at 4% or $5,667 at 6%.
201626$804,654$297,016$49,503iApproximate average salary by contribution assumption: employee only about $1,237,567 at 4% or $825,044 at 6%; with 50% employer match about $825,044 at 4% or $550,030 at 6%; with 100% employer match about $618,783 at 4% or $412,522 at 6%.
Westcott & Associates Inc. 401K Plan-6$422,793$92,674$15,446iApproximate average salary by contribution assumption: employee only about $386,142 at 4% or $257,428 at 6%; with 50% employer match about $257,428 at 4% or $171,619 at 6%; with 100% employer match about $193,071 at 4% or $128,714 at 6%.
Westcott & Associates Inc. Cash Balance Plan-6$381,861$204,342$34,057iApproximate average salary by contribution assumption: employee only about $851,425 at 4% or $567,617 at 6%; with 50% employer match about $567,617 at 4% or $378,411 at 6%; with 100% employer match about $425,713 at 4% or $283,808 at 6%.
201526$516,302$297,415$49,569iApproximate average salary by contribution assumption: employee only about $1,239,229 at 4% or $826,153 at 6%; with 50% employer match about $826,153 at 4% or $550,769 at 6%; with 100% employer match about $619,615 at 4% or $413,076 at 6%.
Westcott & Associates Inc. 401K Plan-6$338,517$119,630$19,938iApproximate average salary by contribution assumption: employee only about $498,458 at 4% or $332,306 at 6%; with 50% employer match about $332,306 at 4% or $221,537 at 6%; with 100% employer match about $249,229 at 4% or $166,153 at 6%.
Westcott & Associates Inc. Cash Balance Plan-6$177,785$177,785$29,631iApproximate average salary by contribution assumption: employee only about $740,771 at 4% or $493,847 at 6%; with 50% employer match about $493,847 at 4% or $329,231 at 6%; with 100% employer match about $370,385 at 4% or $246,924 at 6%.
201415$233,254$35,386$7,077iApproximate average salary by contribution assumption: employee only about $176,930 at 4% or $117,953 at 6%; with 50% employer match about $117,953 at 4% or $78,636 at 6%; with 100% employer match about $88,465 at 4% or $58,977 at 6%.
Westcott & Associates Inc. 401K Plan-5$233,254$35,386$7,077iApproximate average salary by contribution assumption: employee only about $176,930 at 4% or $117,953 at 6%; with 50% employer match about $117,953 at 4% or $78,636 at 6%; with 100% employer match about $88,465 at 4% or $58,977 at 6%.
201315$260,574$32,712$6,542iApproximate average salary by contribution assumption: employee only about $163,560 at 4% or $109,040 at 6%; with 50% employer match about $109,040 at 4% or $72,693 at 6%; with 100% employer match about $81,780 at 4% or $54,520 at 6%.
Westcott & Associates Inc. 401K Plan-5$260,574$32,712$6,542iApproximate average salary by contribution assumption: employee only about $163,560 at 4% or $109,040 at 6%; with 50% employer match about $109,040 at 4% or $72,693 at 6%; with 100% employer match about $81,780 at 4% or $54,520 at 6%.
201215$216,723$44,639$8,928iApproximate average salary by contribution assumption: employee only about $223,195 at 4% or $148,797 at 6%; with 50% employer match about $148,797 at 4% or $99,198 at 6%; with 100% employer match about $111,597 at 4% or $74,398 at 6%.
Westcott & Associates Inc. 401K Plan-5$216,723$44,639$8,928iApproximate average salary by contribution assumption: employee only about $223,195 at 4% or $148,797 at 6%; with 50% employer match about $148,797 at 4% or $99,198 at 6%; with 100% employer match about $111,597 at 4% or $74,398 at 6%.
201114$170,090$34,316$8,579iApproximate average salary by contribution assumption: employee only about $214,475 at 4% or $142,983 at 6%; with 50% employer match about $142,983 at 4% or $95,322 at 6%; with 100% employer match about $107,238 at 4% or $71,492 at 6%.
Westcott & Associates Inc. 401K Plan-4$170,090$34,316$8,579iApproximate average salary by contribution assumption: employee only about $214,475 at 4% or $142,983 at 6%; with 50% employer match about $142,983 at 4% or $95,322 at 6%; with 100% employer match about $107,238 at 4% or $71,492 at 6%.
201014$151,568$37,042$9,261iApproximate average salary by contribution assumption: employee only about $231,513 at 4% or $154,342 at 6%; with 50% employer match about $154,342 at 4% or $102,894 at 6%; with 100% employer match about $115,756 at 4% or $77,171 at 6%.
Westcott & Associates Inc. 401K Plan-4$151,568$37,042$9,261iApproximate average salary by contribution assumption: employee only about $231,513 at 4% or $154,342 at 6%; with 50% employer match about $154,342 at 4% or $102,894 at 6%; with 100% employer match about $115,756 at 4% or $77,171 at 6%.
200915$112,054$37,128$7,426iApproximate average salary by contribution assumption: employee only about $185,640 at 4% or $123,760 at 6%; with 50% employer match about $123,760 at 4% or $82,507 at 6%; with 100% employer match about $92,820 at 4% or $61,880 at 6%.
Westcott & Associates Inc. 401K Plan-5$112,054$37,128$7,426iApproximate average salary by contribution assumption: employee only about $185,640 at 4% or $123,760 at 6%; with 50% employer match about $123,760 at 4% or $82,507 at 6%; with 100% employer match about $92,820 at 4% or $61,880 at 6%.
200815$69,986$45,718$9,144iApproximate average salary by contribution assumption: employee only about $228,590 at 4% or $152,393 at 6%; with 50% employer match about $152,393 at 4% or $101,596 at 6%; with 100% employer match about $114,295 at 4% or $76,197 at 6%.
Westcott & Associates Inc. 401K Plan-5$69,986$45,718$9,144iApproximate average salary by contribution assumption: employee only about $228,590 at 4% or $152,393 at 6%; with 50% employer match about $152,393 at 4% or $101,596 at 6%; with 100% employer match about $114,295 at 4% or $76,197 at 6%.
200716$0$0-
Westcott & Associates Inc. 401K Plan-6---