Civic Intelligence

Westcore Management

Plan context: Westcore Management LLC 401(K) Plan

EIN 20-4762537 • San Diego, CA • 23 filings • 3 plans

4435 Eastgate Mall Suite 300San Diego, CA 92121
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$46,622,659

2024 Contributions

$11,000

Historical Graphs

Total Assets Over Time

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

$46,622,659$23,311,330$0200920172024YearValue
$46,622,659Latest year 2024

Participants Over Time

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

69350200920172024YearValue
2Latest 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
202412$46,622,659$0-
Westcore Management LLC 401(K) Plan-2$46,622,659--
202312$41,450,535$0-
Westcore Management LLC 401(K) Plan-2$41,450,535--
202212$34,444,564$0-
Westcore Management LLC 401(K) Plan-2$34,444,564--
202117$35,247,453$0-
Westcore Management LLC 401(K) Plan-7$35,247,453--
202017$30,678,088$0-
Westcore Management LLC 401(K) Plan-7$30,678,088--
201917$26,858,054$0-
Westcore Management LLC 401(K) Plan-7$26,858,054--
201815$22,790,915$0-
Westcore Management LLC 401(K) Plan-5$22,790,915--
201715$21,951,950$0-
Westcore Management LLC 401(K) Plan-5$21,951,950--
201615$18,643,454$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Westcore Management LLC 401(K) Plan-5$18,643,454$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
2015261$21,212,251$774,669$12,699iApproximate average salary by contribution assumption: employee only about $317,487 at 4% or $211,658 at 6%; with 50% employer match about $211,658 at 4% or $141,105 at 6%; with 100% employer match about $158,744 at 4% or $105,829 at 6%.
Westcore Management LLC 401(K) Plan-5$16,372,192$11,000$2,200iApproximate average salary by contribution assumption: employee only about $55,000 at 4% or $36,667 at 6%; with 50% employer match about $36,667 at 4% or $24,444 at 6%; with 100% employer match about $27,500 at 4% or $18,333 at 6%.
Westcore Management LLC 401(K) Plan-61$4,840,059$763,669$12,519iApproximate average salary by contribution assumption: employee only about $312,979 at 4% or $208,653 at 6%; with 50% employer match about $208,653 at 4% or $139,102 at 6%; with 100% employer match about $156,490 at 4% or $104,326 at 6%.
2014269$20,973,235$701,916$10,173iApproximate average salary by contribution assumption: employee only about $254,317 at 4% or $169,545 at 6%; with 50% employer match about $169,545 at 4% or $113,030 at 6%; with 100% employer match about $127,159 at 4% or $84,772 at 6%.
Westcore Management LLC 401(K) Plan-3$16,513,186$10,500$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Westcore Management LLC 401(K) Plan-69$4,460,049$691,416$10,021iApproximate average salary by contribution assumption: employee only about $250,513 at 4% or $167,009 at 6%; with 50% employer match about $167,009 at 4% or $111,339 at 6%; with 100% employer match about $125,257 at 4% or $83,504 at 6%.
2013266$20,659,479$729,161$11,048iApproximate average salary by contribution assumption: employee only about $276,197 at 4% or $184,132 at 6%; with 50% employer match about $184,132 at 4% or $122,754 at 6%; with 100% employer match about $138,099 at 4% or $92,066 at 6%.
Westcore Management LLC 401(K) Plan-3$16,347,676$14,905$4,968iApproximate average salary by contribution assumption: employee only about $124,208 at 4% or $82,806 at 6%; with 50% employer match about $82,806 at 4% or $55,204 at 6%; with 100% employer match about $62,104 at 4% or $41,403 at 6%.
Westcore Management LLC 401(K) Plan-66$4,311,803$714,256$10,822iApproximate average salary by contribution assumption: employee only about $270,552 at 4% or $180,368 at 6%; with 50% employer match about $180,368 at 4% or $120,245 at 6%; with 100% employer match about $135,276 at 4% or $90,184 at 6%.
2012255$17,199,189$499,461$9,081iApproximate average salary by contribution assumption: employee only about $227,028 at 4% or $151,352 at 6%; with 50% employer match about $151,352 at 4% or $100,901 at 6%; with 100% employer match about $113,514 at 4% or $75,676 at 6%.
Westcore Management LLC 401(K) Plan-3$14,046,642$10,500$3,500iApproximate average salary by contribution assumption: employee only about $87,500 at 4% or $58,333 at 6%; with 50% employer match about $58,333 at 4% or $38,889 at 6%; with 100% employer match about $43,750 at 4% or $29,167 at 6%.
Westcore Management LLC 401(K) Plan-55$3,152,547$488,961$8,890iApproximate average salary by contribution assumption: employee only about $222,255 at 4% or $148,170 at 6%; with 50% employer match about $148,170 at 4% or $98,780 at 6%; with 100% employer match about $111,128 at 4% or $74,085 at 6%.
2011252$14,533,322$627,761$12,072iApproximate average salary by contribution assumption: employee only about $301,808 at 4% or $201,205 at 6%; with 50% employer match about $201,205 at 4% or $134,137 at 6%; with 100% employer match about $150,904 at 4% or $100,603 at 6%.
Westcore Management LLC 401(K) Plan-3$12,023,934$8,542$2,847iApproximate average salary by contribution assumption: employee only about $71,183 at 4% or $47,456 at 6%; with 50% employer match about $47,456 at 4% or $31,637 at 6%; with 100% employer match about $35,592 at 4% or $23,728 at 6%.
Westcore Management LLC 401(K) Plan-52$2,509,388$619,219$11,908iApproximate average salary by contribution assumption: employee only about $297,701 at 4% or $198,468 at 6%; with 50% employer match about $198,468 at 4% or $132,312 at 6%; with 100% employer match about $148,851 at 4% or $99,234 at 6%.
2010254$13,315,909$531,395$9,841iApproximate average salary by contribution assumption: employee only about $246,016 at 4% or $164,011 at 6%; with 50% employer match about $164,011 at 4% or $109,341 at 6%; with 100% employer match about $123,008 at 4% or $82,005 at 6%.
Westcore Management LLC 401(K) Plan-3$11,048,141$9,064$3,021iApproximate average salary by contribution assumption: employee only about $75,533 at 4% or $50,356 at 6%; with 50% employer match about $50,356 at 4% or $33,570 at 6%; with 100% employer match about $37,767 at 4% or $25,178 at 6%.
Westcore Management LLC 401(K) Plan-54$2,267,768$522,331$9,673iApproximate average salary by contribution assumption: employee only about $241,820 at 4% or $161,213 at 6%; with 50% employer match about $161,213 at 4% or $107,476 at 6%; with 100% employer match about $120,910 at 4% or $80,607 at 6%.
2009242$10,723,096$9,624,687$229,159iApproximate average salary by contribution assumption: employee only about $5,728,980 at 4% or $3,819,320 at 6%; with 50% employer match about $3,819,320 at 4% or $2,546,213 at 6%; with 100% employer match about $2,864,490 at 4% or $1,909,660 at 6%.
Westcore Management LLC 401(K) Plan-1$9,158,860$9,288,146$9,288,146iApproximate average salary by contribution assumption: employee only about $232,203,650 at 4% or $154,802,433 at 6%; with 50% employer match about $154,802,433 at 4% or $103,201,622 at 6%; with 100% employer match about $116,101,825 at 4% or $77,401,217 at 6%.
Westcore Management LLC 401(K) Plan-42$1,564,236$336,541$8,013iApproximate average salary by contribution assumption: employee only about $200,322 at 4% or $133,548 at 6%; with 50% employer match about $133,548 at 4% or $89,032 at 6%; with 100% employer match about $100,161 at 4% or $66,774 at 6%.