Civic Intelligence

Westech Investment Advisors LLC

Plan context: Westech Investment Advisors LLC 401(K) Plan

EIN 27-3794054 • Portola Valley, CA • 13 filings • 1 plans

104 LA Mesa Dr., Suite 102Portola Valley, CA 94028
Current Snapshot

Latest Year

2023

2023 Participants

17

2023 Assets

$2,724,150

2023 Contributions

$2,105,559

Historical Graphs

Total Assets Over Time

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

$16,439,047$8,219,524$0201120172022YearValue
$2,724,150Latest year 2022

Participants Over Time

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

35180201120172022YearValue
17Latest year 2022

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
202310$0$0-
Westech Investment Advisors LLC 401(K) Plan-0$0$0-
2022117$2,724,150$2,105,559$123,856iApproximate average salary by contribution assumption: employee only about $3,096,410 at 4% or $2,064,274 at 6%; with 50% employer match about $2,064,274 at 4% or $1,376,182 at 6%; with 100% employer match about $1,548,205 at 4% or $1,032,137 at 6%.
Westech Investment Advisors LLC 401(K) Plan-17$2,724,150$2,105,559$123,856iApproximate average salary by contribution assumption: employee only about $3,096,410 at 4% or $2,064,274 at 6%; with 50% employer match about $2,064,274 at 4% or $1,376,182 at 6%; with 100% employer match about $1,548,205 at 4% or $1,032,137 at 6%.
2021135$16,439,047$1,487,045$42,487iApproximate average salary by contribution assumption: employee only about $1,062,175 at 4% or $708,117 at 6%; with 50% employer match about $708,117 at 4% or $472,078 at 6%; with 100% employer match about $531,088 at 4% or $354,058 at 6%.
Westech Investment Advisors LLC 401(K) Plan-35$16,439,047$1,487,045$42,487iApproximate average salary by contribution assumption: employee only about $1,062,175 at 4% or $708,117 at 6%; with 50% employer match about $708,117 at 4% or $472,078 at 6%; with 100% employer match about $531,088 at 4% or $354,058 at 6%.
2020135$13,871,567$1,583,501$45,243iApproximate average salary by contribution assumption: employee only about $1,131,072 at 4% or $754,048 at 6%; with 50% employer match about $754,048 at 4% or $502,699 at 6%; with 100% employer match about $565,536 at 4% or $377,024 at 6%.
Westech Investment Advisors LLC 401(K) Plan-35$13,871,567$1,583,501$45,243iApproximate average salary by contribution assumption: employee only about $1,131,072 at 4% or $754,048 at 6%; with 50% employer match about $754,048 at 4% or $502,699 at 6%; with 100% employer match about $565,536 at 4% or $377,024 at 6%.
2019132$10,353,706$1,373,101$42,909iApproximate average salary by contribution assumption: employee only about $1,072,735 at 4% or $715,157 at 6%; with 50% employer match about $715,157 at 4% or $476,771 at 6%; with 100% employer match about $536,368 at 4% or $357,578 at 6%.
Westech Investment Advisors LLC 401(K) Plan-32$10,353,706$1,373,101$42,909iApproximate average salary by contribution assumption: employee only about $1,072,735 at 4% or $715,157 at 6%; with 50% employer match about $715,157 at 4% or $476,771 at 6%; with 100% employer match about $536,368 at 4% or $357,578 at 6%.
2018130$7,359,675$1,364,926$45,498iApproximate average salary by contribution assumption: employee only about $1,137,438 at 4% or $758,292 at 6%; with 50% employer match about $758,292 at 4% or $505,528 at 6%; with 100% employer match about $568,719 at 4% or $379,146 at 6%.
Westech Investment Advisors LLC 401(K) Plan-30$7,359,675$1,364,926$45,498iApproximate average salary by contribution assumption: employee only about $1,137,438 at 4% or $758,292 at 6%; with 50% employer match about $758,292 at 4% or $505,528 at 6%; with 100% employer match about $568,719 at 4% or $379,146 at 6%.
2017127$6,500,704$1,214,550$44,983iApproximate average salary by contribution assumption: employee only about $1,124,583 at 4% or $749,722 at 6%; with 50% employer match about $749,722 at 4% or $499,815 at 6%; with 100% employer match about $562,292 at 4% or $374,861 at 6%.
Westech Investment Advisors LLC 401(K) Plan-27$6,500,704$1,214,550$44,983iApproximate average salary by contribution assumption: employee only about $1,124,583 at 4% or $749,722 at 6%; with 50% employer match about $749,722 at 4% or $499,815 at 6%; with 100% employer match about $562,292 at 4% or $374,861 at 6%.
2016127$4,667,388$1,076,609$39,874iApproximate average salary by contribution assumption: employee only about $996,860 at 4% or $664,573 at 6%; with 50% employer match about $664,573 at 4% or $443,049 at 6%; with 100% employer match about $498,430 at 4% or $332,287 at 6%.
Westech Investment Advisors LLC 401(K) Plan-27$4,667,388$1,076,609$39,874iApproximate average salary by contribution assumption: employee only about $996,860 at 4% or $664,573 at 6%; with 50% employer match about $664,573 at 4% or $443,049 at 6%; with 100% employer match about $498,430 at 4% or $332,287 at 6%.
2015125$3,394,693$995,197$39,808iApproximate average salary by contribution assumption: employee only about $995,197 at 4% or $663,465 at 6%; with 50% employer match about $663,465 at 4% or $442,310 at 6%; with 100% employer match about $497,598 at 4% or $331,732 at 6%.
Westech Investment Advisors LLC 401(K) Plan-25$3,394,693$995,197$39,808iApproximate average salary by contribution assumption: employee only about $995,197 at 4% or $663,465 at 6%; with 50% employer match about $663,465 at 4% or $442,310 at 6%; with 100% employer match about $497,598 at 4% or $331,732 at 6%.
2014124$2,615,549$873,066$36,378iApproximate average salary by contribution assumption: employee only about $909,444 at 4% or $606,296 at 6%; with 50% employer match about $606,296 at 4% or $404,197 at 6%; with 100% employer match about $454,722 at 4% or $303,148 at 6%.
Westech Investment Advisors LLC 401(K) Plan-24$2,615,549$873,066$36,378iApproximate average salary by contribution assumption: employee only about $909,444 at 4% or $606,296 at 6%; with 50% employer match about $606,296 at 4% or $404,197 at 6%; with 100% employer match about $454,722 at 4% or $303,148 at 6%.
2013118$1,665,420$662,006$36,778iApproximate average salary by contribution assumption: employee only about $919,453 at 4% or $612,969 at 6%; with 50% employer match about $612,969 at 4% or $408,646 at 6%; with 100% employer match about $459,726 at 4% or $306,484 at 6%.
Westech Investment Advisors LLC 401(K) Plan-18$1,665,420$662,006$36,778iApproximate average salary by contribution assumption: employee only about $919,453 at 4% or $612,969 at 6%; with 50% employer match about $612,969 at 4% or $408,646 at 6%; with 100% employer match about $459,726 at 4% or $306,484 at 6%.
2012118$891,493$238,136$13,230iApproximate average salary by contribution assumption: employee only about $330,744 at 4% or $220,496 at 6%; with 50% employer match about $220,496 at 4% or $146,998 at 6%; with 100% employer match about $165,372 at 4% or $110,248 at 6%.
Westech Investment Advisors LLC 401(K) Plan-18$891,493$238,136$13,230iApproximate average salary by contribution assumption: employee only about $330,744 at 4% or $220,496 at 6%; with 50% employer match about $220,496 at 4% or $146,998 at 6%; with 100% employer match about $165,372 at 4% or $110,248 at 6%.
2011116$645,974$651,713$40,732iApproximate average salary by contribution assumption: employee only about $1,018,302 at 4% or $678,868 at 6%; with 50% employer match about $678,868 at 4% or $452,578 at 6%; with 100% employer match about $509,151 at 4% or $339,434 at 6%.
Westech Investment Advisors LLC 401(K) Plan-16$645,974$651,713$40,732iApproximate average salary by contribution assumption: employee only about $1,018,302 at 4% or $678,868 at 6%; with 50% employer match about $678,868 at 4% or $452,578 at 6%; with 100% employer match about $509,151 at 4% or $339,434 at 6%.