Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans

EIN 20-6894958 • 16 filings • 4 plans

Current Snapshot

Latest Year

2021

2021 Participants

0

2021 Assets

$2,009,400

2021 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$80,445,007$40,222,504$0200620142021YearValue
$2,009,400Latest year 2021

Participants Over Time

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

No historical points available.

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$2,009,400$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$2,009,400--
202010$21,839,879$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$21,839,879--
201910$20,862,850$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$20,862,850--
201810$16,793,342$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$16,793,342--
201710$22,052,486$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$22,052,486--
201610$21,150,450$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$21,150,450--
201510$30,041,907$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$30,041,907--
201410$39,508,280$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$39,508,280--
201310$80,445,007$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$80,445,007--
201210$61,943,814$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$61,943,814--
201110$53,183,313$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$53,183,313--
201010$8,411,342$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$8,411,342--
200910$8,190,695$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans--$8,190,695--
200810$959,777$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans-0$959,777--
200710$1,838,630$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans-0$1,838,630--
200610$1,197,945$0-
Westwood Trust Allcap Value Investment Trust for Employee Benefit Plans-0$1,197,945--