Civic Intelligence

Westerly Capital Management LL

Plan context: Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust

EIN 20-4413823 • 13 filings • 1 plans

Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$1,378

2023 Contributions

$62,545

Historical Graphs

Total Assets Over Time

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

$151,937$75,969$0201120172023YearValue
$1,378Latest year 2023

Participants Over Time

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

210201120172023YearValue
1Latest year 2023

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
202311$1,378$62,545$62,545iApproximate average salary by contribution assumption: employee only about $1,563,625 at 4% or $1,042,417 at 6%; with 50% employer match about $1,042,417 at 4% or $694,944 at 6%; with 100% employer match about $781,813 at 4% or $521,208 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$1,378$62,545$62,545iApproximate average salary by contribution assumption: employee only about $1,563,625 at 4% or $1,042,417 at 6%; with 50% employer match about $1,042,417 at 4% or $694,944 at 6%; with 100% employer match about $781,813 at 4% or $521,208 at 6%.
202211$1,175$56,621$56,621iApproximate average salary by contribution assumption: employee only about $1,415,525 at 4% or $943,683 at 6%; with 50% employer match about $943,683 at 4% or $629,122 at 6%; with 100% employer match about $707,763 at 4% or $471,842 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$1,175$56,621$56,621iApproximate average salary by contribution assumption: employee only about $1,415,525 at 4% or $943,683 at 6%; with 50% employer match about $943,683 at 4% or $629,122 at 6%; with 100% employer match about $707,763 at 4% or $471,842 at 6%.
202111$2,697$46,429$46,429iApproximate average salary by contribution assumption: employee only about $1,160,725 at 4% or $773,817 at 6%; with 50% employer match about $773,817 at 4% or $515,878 at 6%; with 100% employer match about $580,363 at 4% or $386,908 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$2,697$46,429$46,429iApproximate average salary by contribution assumption: employee only about $1,160,725 at 4% or $773,817 at 6%; with 50% employer match about $773,817 at 4% or $515,878 at 6%; with 100% employer match about $580,363 at 4% or $386,908 at 6%.
202011$151,937$51,004$51,004iApproximate average salary by contribution assumption: employee only about $1,275,100 at 4% or $850,067 at 6%; with 50% employer match about $850,067 at 4% or $566,711 at 6%; with 100% employer match about $637,550 at 4% or $425,033 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$151,937$51,004$51,004iApproximate average salary by contribution assumption: employee only about $1,275,100 at 4% or $850,067 at 6%; with 50% employer match about $850,067 at 4% or $566,711 at 6%; with 100% employer match about $637,550 at 4% or $425,033 at 6%.
201911$137,590$25,000$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%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$137,590$25,000$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%.
201811$94,642$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$94,642$24,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201711$110,323$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$110,323$18,000$18,000iApproximate average salary by contribution assumption: employee only about $450,000 at 4% or $300,000 at 6%; with 50% employer match about $300,000 at 4% or $200,000 at 6%; with 100% employer match about $225,000 at 4% or $150,000 at 6%.
201611$99,768$36,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-1$99,768$36,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
201512$73,841$35,967$17,984iApproximate average salary by contribution assumption: employee only about $449,588 at 4% or $299,725 at 6%; with 50% employer match about $299,725 at 4% or $199,817 at 6%; with 100% employer match about $224,794 at 4% or $149,863 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-2$73,841$35,967$17,984iApproximate average salary by contribution assumption: employee only about $449,588 at 4% or $299,725 at 6%; with 50% employer match about $299,725 at 4% or $199,817 at 6%; with 100% employer match about $224,794 at 4% or $149,863 at 6%.
201412$53,038$34,413$17,207iApproximate average salary by contribution assumption: employee only about $430,163 at 4% or $286,775 at 6%; with 50% employer match about $286,775 at 4% or $191,183 at 6%; with 100% employer match about $215,081 at 4% or $143,388 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-2$53,038$34,413$17,207iApproximate average salary by contribution assumption: employee only about $430,163 at 4% or $286,775 at 6%; with 50% employer match about $286,775 at 4% or $191,183 at 6%; with 100% employer match about $215,081 at 4% or $143,388 at 6%.
201312$26,495$25,542$12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-2$26,495$25,542$12,771iApproximate average salary by contribution assumption: employee only about $319,275 at 4% or $212,850 at 6%; with 50% employer match about $212,850 at 4% or $141,900 at 6%; with 100% employer match about $159,638 at 4% or $106,425 at 6%.
201212$18,856$21,208$10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-2$18,856$21,208$10,604iApproximate average salary by contribution assumption: employee only about $265,100 at 4% or $176,733 at 6%; with 50% employer match about $176,733 at 4% or $117,822 at 6%; with 100% employer match about $132,550 at 4% or $88,367 at 6%.
201112$17,167$17,167$8,584iApproximate average salary by contribution assumption: employee only about $214,588 at 4% or $143,058 at 6%; with 50% employer match about $143,058 at 4% or $95,372 at 6%; with 100% employer match about $107,294 at 4% or $71,529 at 6%.
Westerly Capital Management LL 401(K) Profit Sharing Plan & Trust-2$17,167$17,167$8,584iApproximate average salary by contribution assumption: employee only about $214,588 at 4% or $143,058 at 6%; with 50% employer match about $143,058 at 4% or $95,372 at 6%; with 100% employer match about $107,294 at 4% or $71,529 at 6%.