Civic Intelligence

Westly Capital Management LLC

Plan context: The Westly Group 401(K) Plan

EIN 26-2729810 • Menlo Park, CA • 17 filings • 3 plans

2200 Sand Hill RoadSuite 250Menlo Park, CA 94025
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$303

2025 Contributions

$29,499

Historical Graphs

Total Assets Over Time

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

$1,193,938$596,969$0201320192025YearValue
$303Latest year 2025

Participants Over Time

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

1050201320192024YearValue
5Latest 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
202510$303$29,499-
The Westly Group 401(K) Plan-0$303$29,499-
202415$1,193,938$58,883$11,777iApproximate average salary by contribution assumption: employee only about $294,415 at 4% or $196,277 at 6%; with 50% employer match about $196,277 at 4% or $130,851 at 6%; with 100% employer match about $147,208 at 4% or $98,138 at 6%.
The Westly Group 401(K) Plan-5$1,193,938$58,883$11,777iApproximate average salary by contribution assumption: employee only about $294,415 at 4% or $196,277 at 6%; with 50% employer match about $196,277 at 4% or $130,851 at 6%; with 100% employer match about $147,208 at 4% or $98,138 at 6%.
202316$885,260$33,960$5,660iApproximate average salary by contribution assumption: employee only about $141,500 at 4% or $94,333 at 6%; with 50% employer match about $94,333 at 4% or $62,889 at 6%; with 100% employer match about $70,750 at 4% or $47,167 at 6%.
The Westly Group 401(K) Plan-6$885,260$33,960$5,660iApproximate average salary by contribution assumption: employee only about $141,500 at 4% or $94,333 at 6%; with 50% employer match about $94,333 at 4% or $62,889 at 6%; with 100% employer match about $70,750 at 4% or $47,167 at 6%.
202216$646,317$55,657$9,276iApproximate average salary by contribution assumption: employee only about $231,904 at 4% or $154,603 at 6%; with 50% employer match about $154,603 at 4% or $103,069 at 6%; with 100% employer match about $115,952 at 4% or $77,301 at 6%.
The Westly Group 401(K) Plan-6$646,317$55,657$9,276iApproximate average salary by contribution assumption: employee only about $231,904 at 4% or $154,603 at 6%; with 50% employer match about $154,603 at 4% or $103,069 at 6%; with 100% employer match about $115,952 at 4% or $77,301 at 6%.
202126$712,076$38,996$6,499iApproximate average salary by contribution assumption: employee only about $162,483 at 4% or $108,322 at 6%; with 50% employer match about $108,322 at 4% or $72,215 at 6%; with 100% employer match about $81,242 at 4% or $54,161 at 6%.
The Westly Group 401(K) Plan-6$712,076$38,996$6,499iApproximate average salary by contribution assumption: employee only about $162,483 at 4% or $108,322 at 6%; with 50% employer match about $108,322 at 4% or $72,215 at 6%; with 100% employer match about $81,242 at 4% or $54,161 at 6%.
THE WESTLY GROUP CASH BALANCE PLAN-0$0$0-
202026$1,170,324$359,556$59,926iApproximate average salary by contribution assumption: employee only about $1,498,150 at 4% or $998,767 at 6%; with 50% employer match about $998,767 at 4% or $665,844 at 6%; with 100% employer match about $749,075 at 4% or $499,383 at 6%.
The Westly Group 401(K) Plan-6$592,173$79,556$13,259iApproximate average salary by contribution assumption: employee only about $331,483 at 4% or $220,989 at 6%; with 50% employer match about $220,989 at 4% or $147,326 at 6%; with 100% employer match about $165,742 at 4% or $110,494 at 6%.
THE WESTLY GROUP CASH BALANCE PLAN-2$578,151$280,000$140,000iApproximate average salary by contribution assumption: employee only about $3,500,000 at 4% or $2,333,333 at 6%; with 50% employer match about $2,333,333 at 4% or $1,555,556 at 6%; with 100% employer match about $1,750,000 at 4% or $1,166,667 at 6%.
201928$855,482$342,402$42,800iApproximate average salary by contribution assumption: employee only about $1,070,006 at 4% or $713,338 at 6%; with 50% employer match about $713,338 at 4% or $475,558 at 6%; with 100% employer match about $535,003 at 4% or $356,669 at 6%.
The Westly Group 401(K) Plan-8$569,845$56,765$7,096iApproximate average salary by contribution assumption: employee only about $177,391 at 4% or $118,260 at 6%; with 50% employer match about $118,260 at 4% or $78,840 at 6%; with 100% employer match about $88,695 at 4% or $59,130 at 6%.
THE WESTLY GROUP CASH BALANCE PLAN-2$285,637$285,637$142,819iApproximate average salary by contribution assumption: employee only about $3,570,463 at 4% or $2,380,308 at 6%; with 50% employer match about $2,380,308 at 4% or $1,586,872 at 6%; with 100% employer match about $1,785,231 at 4% or $1,190,154 at 6%.
201818$479,565$57,037$7,130iApproximate average salary by contribution assumption: employee only about $178,241 at 4% or $118,827 at 6%; with 50% employer match about $118,827 at 4% or $79,218 at 6%; with 100% employer match about $89,120 at 4% or $59,414 at 6%.
The Westly Group 401(K) Plan-8$479,565$57,037$7,130iApproximate average salary by contribution assumption: employee only about $178,241 at 4% or $118,827 at 6%; with 50% employer match about $118,827 at 4% or $79,218 at 6%; with 100% employer match about $89,120 at 4% or $59,414 at 6%.
201718$474,414$65,650$8,206iApproximate average salary by contribution assumption: employee only about $205,156 at 4% or $136,771 at 6%; with 50% employer match about $136,771 at 4% or $91,181 at 6%; with 100% employer match about $102,578 at 4% or $68,385 at 6%.
The Westly Group 401(K) Plan-8$474,414$65,650$8,206iApproximate average salary by contribution assumption: employee only about $205,156 at 4% or $136,771 at 6%; with 50% employer match about $136,771 at 4% or $91,181 at 6%; with 100% employer match about $102,578 at 4% or $68,385 at 6%.
201618$379,797$56,727$7,091iApproximate average salary by contribution assumption: employee only about $177,272 at 4% or $118,181 at 6%; with 50% employer match about $118,181 at 4% or $78,788 at 6%; with 100% employer match about $88,636 at 4% or $59,091 at 6%.
The Westly Group 401(K) Plan-8$379,797$56,727$7,091iApproximate average salary by contribution assumption: employee only about $177,272 at 4% or $118,181 at 6%; with 50% employer match about $118,181 at 4% or $78,788 at 6%; with 100% employer match about $88,636 at 4% or $59,091 at 6%.
201519$329,730$165,988$18,443iApproximate average salary by contribution assumption: employee only about $461,078 at 4% or $307,385 at 6%; with 50% employer match about $307,385 at 4% or $204,923 at 6%; with 100% employer match about $230,539 at 4% or $153,693 at 6%.
The Westly Group 401(K) Plan-9$329,730$165,988$18,443iApproximate average salary by contribution assumption: employee only about $461,078 at 4% or $307,385 at 6%; with 50% employer match about $307,385 at 4% or $204,923 at 6%; with 100% employer match about $230,539 at 4% or $153,693 at 6%.
2014110$163,523$66,595$6,660iApproximate average salary by contribution assumption: employee only about $166,488 at 4% or $110,992 at 6%; with 50% employer match about $110,992 at 4% or $73,994 at 6%; with 100% employer match about $83,244 at 4% or $55,496 at 6%.
The Westly Group 401(K) Plan-10$163,523$66,595$6,660iApproximate average salary by contribution assumption: employee only about $166,488 at 4% or $110,992 at 6%; with 50% employer match about $110,992 at 4% or $73,994 at 6%; with 100% employer match about $83,244 at 4% or $55,496 at 6%.
201317$109,589$109,589$15,656iApproximate average salary by contribution assumption: employee only about $391,389 at 4% or $260,926 at 6%; with 50% employer match about $260,926 at 4% or $173,951 at 6%; with 100% employer match about $195,695 at 4% or $130,463 at 6%.
The Westly Group 401(K) Plan-7$109,589$109,589$15,656iApproximate average salary by contribution assumption: employee only about $391,389 at 4% or $260,926 at 6%; with 50% employer match about $260,926 at 4% or $173,951 at 6%; with 100% employer match about $195,695 at 4% or $130,463 at 6%.
201210$0$0-
The Westly Group 401(K) Plan-0$0$0-