Civic Intelligence

West Coast Financial, LLC

Plan context: West Coast Financial 401(K) Profit Sharing Plan

EIN 26-1516464 • 17 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$10,433,166

2024 Contributions

$677,711

Historical Graphs

Total Assets Over Time

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

$10,433,166$5,216,583$0200820162024YearValue
$10,433,166Latest year 2024

Participants Over Time

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

38190200820162024YearValue
38Latest 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
2024138$10,433,166$677,711$17,835iApproximate average salary by contribution assumption: employee only about $445,863 at 4% or $297,242 at 6%; with 50% employer match about $297,242 at 4% or $198,161 at 6%; with 100% employer match about $222,931 at 4% or $148,621 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-38$10,433,166$677,711$17,835iApproximate average salary by contribution assumption: employee only about $445,863 at 4% or $297,242 at 6%; with 50% employer match about $297,242 at 4% or $198,161 at 6%; with 100% employer match about $222,931 at 4% or $148,621 at 6%.
2023134$8,825,668$607,597$17,871iApproximate average salary by contribution assumption: employee only about $446,763 at 4% or $297,842 at 6%; with 50% employer match about $297,842 at 4% or $198,561 at 6%; with 100% employer match about $223,381 at 4% or $148,921 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-34$8,825,668$607,597$17,871iApproximate average salary by contribution assumption: employee only about $446,763 at 4% or $297,842 at 6%; with 50% employer match about $297,842 at 4% or $198,561 at 6%; with 100% employer match about $223,381 at 4% or $148,921 at 6%.
2022130$7,266,060$538,293$17,943iApproximate average salary by contribution assumption: employee only about $448,577 at 4% or $299,052 at 6%; with 50% employer match about $299,052 at 4% or $199,368 at 6%; with 100% employer match about $224,289 at 4% or $149,526 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-30$7,266,060$538,293$17,943iApproximate average salary by contribution assumption: employee only about $448,577 at 4% or $299,052 at 6%; with 50% employer match about $299,052 at 4% or $199,368 at 6%; with 100% employer match about $224,289 at 4% or $149,526 at 6%.
2021126$7,925,974$465,403$17,900iApproximate average salary by contribution assumption: employee only about $447,503 at 4% or $298,335 at 6%; with 50% employer match about $298,335 at 4% or $198,890 at 6%; with 100% employer match about $223,751 at 4% or $149,168 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-26$7,925,974$465,403$17,900iApproximate average salary by contribution assumption: employee only about $447,503 at 4% or $298,335 at 6%; with 50% employer match about $298,335 at 4% or $198,890 at 6%; with 100% employer match about $223,751 at 4% or $149,168 at 6%.
2020128$6,353,703$433,391$15,478iApproximate average salary by contribution assumption: employee only about $386,956 at 4% or $257,971 at 6%; with 50% employer match about $257,971 at 4% or $171,981 at 6%; with 100% employer match about $193,478 at 4% or $128,985 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-28$6,353,703$433,391$15,478iApproximate average salary by contribution assumption: employee only about $386,956 at 4% or $257,971 at 6%; with 50% employer match about $257,971 at 4% or $171,981 at 6%; with 100% employer match about $193,478 at 4% or $128,985 at 6%.
2019125$6,105,885$411,962$16,478iApproximate average salary by contribution assumption: employee only about $411,962 at 4% or $274,641 at 6%; with 50% employer match about $274,641 at 4% or $183,094 at 6%; with 100% employer match about $205,981 at 4% or $137,321 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-25$6,105,885$411,962$16,478iApproximate average salary by contribution assumption: employee only about $411,962 at 4% or $274,641 at 6%; with 50% employer match about $274,641 at 4% or $183,094 at 6%; with 100% employer match about $205,981 at 4% or $137,321 at 6%.
2018127$6,438,034$425,070$15,743iApproximate average salary by contribution assumption: employee only about $393,583 at 4% or $262,389 at 6%; with 50% employer match about $262,389 at 4% or $174,926 at 6%; with 100% employer match about $196,792 at 4% or $131,194 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-27$6,438,034$425,070$15,743iApproximate average salary by contribution assumption: employee only about $393,583 at 4% or $262,389 at 6%; with 50% employer match about $262,389 at 4% or $174,926 at 6%; with 100% employer match about $196,792 at 4% or $131,194 at 6%.
2017129$7,502,867$1,833,188$63,213iApproximate average salary by contribution assumption: employee only about $1,580,334 at 4% or $1,053,556 at 6%; with 50% employer match about $1,053,556 at 4% or $702,371 at 6%; with 100% employer match about $790,167 at 4% or $526,778 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-29$7,502,867$1,833,188$63,213iApproximate average salary by contribution assumption: employee only about $1,580,334 at 4% or $1,053,556 at 6%; with 50% employer match about $1,053,556 at 4% or $702,371 at 6%; with 100% employer match about $790,167 at 4% or $526,778 at 6%.
2016119$4,923,129$409,002$21,526iApproximate average salary by contribution assumption: employee only about $538,161 at 4% or $358,774 at 6%; with 50% employer match about $358,774 at 4% or $239,182 at 6%; with 100% employer match about $269,080 at 4% or $179,387 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-19$4,923,129$409,002$21,526iApproximate average salary by contribution assumption: employee only about $538,161 at 4% or $358,774 at 6%; with 50% employer match about $358,774 at 4% or $239,182 at 6%; with 100% employer match about $269,080 at 4% or $179,387 at 6%.
2015114$4,227,556$529,378$37,813iApproximate average salary by contribution assumption: employee only about $945,318 at 4% or $630,212 at 6%; with 50% employer match about $630,212 at 4% or $420,141 at 6%; with 100% employer match about $472,659 at 4% or $315,106 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-14$4,227,556$529,378$37,813iApproximate average salary by contribution assumption: employee only about $945,318 at 4% or $630,212 at 6%; with 50% employer match about $630,212 at 4% or $420,141 at 6%; with 100% employer match about $472,659 at 4% or $315,106 at 6%.
2014112$3,919,209$228,870$19,073iApproximate average salary by contribution assumption: employee only about $476,813 at 4% or $317,875 at 6%; with 50% employer match about $317,875 at 4% or $211,917 at 6%; with 100% employer match about $238,406 at 4% or $158,938 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-12$3,919,209$228,870$19,073iApproximate average salary by contribution assumption: employee only about $476,813 at 4% or $317,875 at 6%; with 50% employer match about $317,875 at 4% or $211,917 at 6%; with 100% employer match about $238,406 at 4% or $158,938 at 6%.
2013110$3,404,881$201,171$20,117iApproximate average salary by contribution assumption: employee only about $502,927 at 4% or $335,285 at 6%; with 50% employer match about $335,285 at 4% or $223,523 at 6%; with 100% employer match about $251,464 at 4% or $167,643 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-10$3,404,881$201,171$20,117iApproximate average salary by contribution assumption: employee only about $502,927 at 4% or $335,285 at 6%; with 50% employer match about $335,285 at 4% or $223,523 at 6%; with 100% employer match about $251,464 at 4% or $167,643 at 6%.
201218$2,598,599$237,000$29,625iApproximate average salary by contribution assumption: employee only about $740,625 at 4% or $493,750 at 6%; with 50% employer match about $493,750 at 4% or $329,167 at 6%; with 100% employer match about $370,313 at 4% or $246,875 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-8$2,598,599$237,000$29,625iApproximate average salary by contribution assumption: employee only about $740,625 at 4% or $493,750 at 6%; with 50% employer match about $493,750 at 4% or $329,167 at 6%; with 100% employer match about $370,313 at 4% or $246,875 at 6%.
201117$2,109,567$152,471$21,782iApproximate average salary by contribution assumption: employee only about $544,539 at 4% or $363,026 at 6%; with 50% employer match about $363,026 at 4% or $242,017 at 6%; with 100% employer match about $272,270 at 4% or $181,513 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-7$2,109,567$152,471$21,782iApproximate average salary by contribution assumption: employee only about $544,539 at 4% or $363,026 at 6%; with 50% employer match about $363,026 at 4% or $242,017 at 6%; with 100% employer match about $272,270 at 4% or $181,513 at 6%.
201016$1,994,799$149,975$24,996iApproximate average salary by contribution assumption: employee only about $624,896 at 4% or $416,597 at 6%; with 50% employer match about $416,597 at 4% or $277,731 at 6%; with 100% employer match about $312,448 at 4% or $208,299 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-6$1,994,799$149,975$24,996iApproximate average salary by contribution assumption: employee only about $624,896 at 4% or $416,597 at 6%; with 50% employer match about $416,597 at 4% or $277,731 at 6%; with 100% employer match about $312,448 at 4% or $208,299 at 6%.
200914$1,907,376$164,125$41,031iApproximate average salary by contribution assumption: employee only about $1,025,781 at 4% or $683,854 at 6%; with 50% employer match about $683,854 at 4% or $455,903 at 6%; with 100% employer match about $512,891 at 4% or $341,927 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-4$1,907,376$164,125$41,031iApproximate average salary by contribution assumption: employee only about $1,025,781 at 4% or $683,854 at 6%; with 50% employer match about $683,854 at 4% or $455,903 at 6%; with 100% employer match about $512,891 at 4% or $341,927 at 6%.
200815$1,430,751$174,460$34,892iApproximate average salary by contribution assumption: employee only about $872,300 at 4% or $581,533 at 6%; with 50% employer match about $581,533 at 4% or $387,689 at 6%; with 100% employer match about $436,150 at 4% or $290,767 at 6%.
West Coast Financial 401(K) Profit Sharing Plan-5$1,430,751$174,460$34,892iApproximate average salary by contribution assumption: employee only about $872,300 at 4% or $581,533 at 6%; with 50% employer match about $581,533 at 4% or $387,689 at 6%; with 100% employer match about $436,150 at 4% or $290,767 at 6%.