Civic Intelligence

Westend Advisors

Plan context: Westend Advisors 401(K) P/S Plan

EIN 20-1796773 • Charlotte, NC • 16 filings • 3 plans

1001 Morehead Square DrSuite #600Charlotte, NC 28203
Current Snapshot

Latest Year

2021

2021 Participants

27

2021 Assets

$4,533,705

2021 Contributions

$5,549

Historical Graphs

Total Assets Over Time

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

$4,533,705$2,266,853$0200620142020YearValue
$4,533,705Latest year 2020

Participants Over Time

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

27140200620132020YearValue
27Latest year 2020

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
202110$0$5,549-
Westend Advisors 401(K) P/S Plan-0$0$5,549-
2020127$4,533,705$540,309$20,011iApproximate average salary by contribution assumption: employee only about $500,286 at 4% or $333,524 at 6%; with 50% employer match about $333,524 at 4% or $222,349 at 6%; with 100% employer match about $250,143 at 4% or $166,762 at 6%.
Westend Advisors 401(K) P/S Plan-27$4,533,705$540,309$20,011iApproximate average salary by contribution assumption: employee only about $500,286 at 4% or $333,524 at 6%; with 50% employer match about $333,524 at 4% or $222,349 at 6%; with 100% employer match about $250,143 at 4% or $166,762 at 6%.
2019125$3,857,261$533,439$21,338iApproximate average salary by contribution assumption: employee only about $533,439 at 4% or $355,626 at 6%; with 50% employer match about $355,626 at 4% or $237,084 at 6%; with 100% employer match about $266,720 at 4% or $177,813 at 6%.
Westend Advisors 401(K) P/S Plan-25$3,857,261$533,439$21,338iApproximate average salary by contribution assumption: employee only about $533,439 at 4% or $355,626 at 6%; with 50% employer match about $355,626 at 4% or $237,084 at 6%; with 100% employer match about $266,720 at 4% or $177,813 at 6%.
2018121$2,691,461$451,609$21,505iApproximate average salary by contribution assumption: employee only about $537,630 at 4% or $358,420 at 6%; with 50% employer match about $358,420 at 4% or $238,947 at 6%; with 100% employer match about $268,815 at 4% or $179,210 at 6%.
Westend Advisors 401(K) P/S Plan-21$2,691,461$451,609$21,505iApproximate average salary by contribution assumption: employee only about $537,630 at 4% or $358,420 at 6%; with 50% employer match about $358,420 at 4% or $238,947 at 6%; with 100% employer match about $268,815 at 4% or $179,210 at 6%.
2017120$2,475,957$389,662$19,483iApproximate average salary by contribution assumption: employee only about $487,077 at 4% or $324,718 at 6%; with 50% employer match about $324,718 at 4% or $216,479 at 6%; with 100% employer match about $243,539 at 4% or $162,359 at 6%.
Westend Advisors 401(K) P/S Plan-20$2,475,957$389,662$19,483iApproximate average salary by contribution assumption: employee only about $487,077 at 4% or $324,718 at 6%; with 50% employer match about $324,718 at 4% or $216,479 at 6%; with 100% employer match about $243,539 at 4% or $162,359 at 6%.
2016121$1,676,927$389,358$18,541iApproximate average salary by contribution assumption: employee only about $463,521 at 4% or $309,014 at 6%; with 50% employer match about $309,014 at 4% or $206,010 at 6%; with 100% employer match about $231,761 at 4% or $154,507 at 6%.
Westend Advisors 401(K) P/S Plan-21$1,676,927$389,358$18,541iApproximate average salary by contribution assumption: employee only about $463,521 at 4% or $309,014 at 6%; with 50% employer match about $309,014 at 4% or $206,010 at 6%; with 100% employer match about $231,761 at 4% or $154,507 at 6%.
2015120$1,682,489$402,515$20,126iApproximate average salary by contribution assumption: employee only about $503,144 at 4% or $335,429 at 6%; with 50% employer match about $335,429 at 4% or $223,619 at 6%; with 100% employer match about $251,572 at 4% or $167,715 at 6%.
Westend Advisors 401(K) P/S Plan-20$1,682,489$402,515$20,126iApproximate average salary by contribution assumption: employee only about $503,144 at 4% or $335,429 at 6%; with 50% employer match about $335,429 at 4% or $223,619 at 6%; with 100% employer match about $251,572 at 4% or $167,715 at 6%.
2014121$1,414,950$358,046$17,050iApproximate average salary by contribution assumption: employee only about $426,245 at 4% or $284,163 at 6%; with 50% employer match about $284,163 at 4% or $189,442 at 6%; with 100% employer match about $213,123 at 4% or $142,082 at 6%.
Westend Advisors 401(K) P/S Plan-21$1,414,950$358,046$17,050iApproximate average salary by contribution assumption: employee only about $426,245 at 4% or $284,163 at 6%; with 50% employer match about $284,163 at 4% or $189,442 at 6%; with 100% employer match about $213,123 at 4% or $142,082 at 6%.
2013119$999,897$297,131$15,638iApproximate average salary by contribution assumption: employee only about $390,962 at 4% or $260,641 at 6%; with 50% employer match about $260,641 at 4% or $173,761 at 6%; with 100% employer match about $195,481 at 4% or $130,321 at 6%.
Westend Advisors 401(K) P/S Plan-19$999,897$297,131$15,638iApproximate average salary by contribution assumption: employee only about $390,962 at 4% or $260,641 at 6%; with 50% employer match about $260,641 at 4% or $173,761 at 6%; with 100% employer match about $195,481 at 4% or $130,321 at 6%.
2012119$560,829$120,977$6,367iApproximate average salary by contribution assumption: employee only about $159,180 at 4% or $106,120 at 6%; with 50% employer match about $106,120 at 4% or $70,747 at 6%; with 100% employer match about $79,590 at 4% or $53,060 at 6%.
Westend Advisors 401(K) P/S Plan-19$560,829$120,977$6,367iApproximate average salary by contribution assumption: employee only about $159,180 at 4% or $106,120 at 6%; with 50% employer match about $106,120 at 4% or $70,747 at 6%; with 100% employer match about $79,590 at 4% or $53,060 at 6%.
2011116$393,463$100,488$6,281iApproximate average salary by contribution assumption: employee only about $157,013 at 4% or $104,675 at 6%; with 50% employer match about $104,675 at 4% or $69,783 at 6%; with 100% employer match about $78,506 at 4% or $52,338 at 6%.
Westend Advisors 401(K) P/S Plan-16$393,463$100,488$6,281iApproximate average salary by contribution assumption: employee only about $157,013 at 4% or $104,675 at 6%; with 50% employer match about $104,675 at 4% or $69,783 at 6%; with 100% employer match about $78,506 at 4% or $52,338 at 6%.
2010115$371,121$65,871$4,391iApproximate average salary by contribution assumption: employee only about $109,785 at 4% or $73,190 at 6%; with 50% employer match about $73,190 at 4% or $48,793 at 6%; with 100% employer match about $54,892 at 4% or $36,595 at 6%.
Westend Advisors 401(K) P/S Plan-15$371,121$65,871$4,391iApproximate average salary by contribution assumption: employee only about $109,785 at 4% or $73,190 at 6%; with 50% employer match about $73,190 at 4% or $48,793 at 6%; with 100% employer match about $54,892 at 4% or $36,595 at 6%.
2009114$273,397$47,266$3,376iApproximate average salary by contribution assumption: employee only about $84,404 at 4% or $56,269 at 6%; with 50% employer match about $56,269 at 4% or $37,513 at 6%; with 100% employer match about $42,202 at 4% or $28,135 at 6%.
Westend Advisors 401(K) P/S Plan-14$273,397$47,266$3,376iApproximate average salary by contribution assumption: employee only about $84,404 at 4% or $56,269 at 6%; with 50% employer match about $56,269 at 4% or $37,513 at 6%; with 100% employer match about $42,202 at 4% or $28,135 at 6%.
2008112$212,578$128,436$10,703iApproximate average salary by contribution assumption: employee only about $267,575 at 4% or $178,383 at 6%; with 50% employer match about $178,383 at 4% or $118,922 at 6%; with 100% employer match about $133,788 at 4% or $89,192 at 6%.
Westend Advisors 401(K) P/S Plan-12$212,578$128,436$10,703iApproximate average salary by contribution assumption: employee only about $267,575 at 4% or $178,383 at 6%; with 50% employer match about $178,383 at 4% or $118,922 at 6%; with 100% employer match about $133,788 at 4% or $89,192 at 6%.
2007112$0$0-
Westend Advisors 401(K) P/S Plan-12---
200619$40,493$37,012$4,112iApproximate average salary by contribution assumption: employee only about $102,811 at 4% or $68,541 at 6%; with 50% employer match about $68,541 at 4% or $45,694 at 6%; with 100% employer match about $51,406 at 4% or $34,270 at 6%.
Westend Advisors 401(K) P/S Plan-9$40,493$37,012$4,112iApproximate average salary by contribution assumption: employee only about $102,811 at 4% or $68,541 at 6%; with 50% employer match about $68,541 at 4% or $45,694 at 6%; with 100% employer match about $51,406 at 4% or $34,270 at 6%.