Westwood Partners LLC
Plan context: Westwood Partners LLC 401K Profit Sharing Plan
EIN 30-0015641 • New York, NY • 19 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
36
2020 Assets
$11,212,130
2020 Contributions
$204,633
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $204,633 | - |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 0 | $0 | $204,633 | - |
| 2019 | 1 | 36 | $11,212,130 | $699,564 | $19,432iApproximate average salary by contribution assumption: employee only about $485,808 at 4% or $323,872 at 6%; with 50% employer match about $323,872 at 4% or $215,915 at 6%; with 100% employer match about $242,904 at 4% or $161,936 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 36 | $11,212,130 | $699,564 | $19,432iApproximate average salary by contribution assumption: employee only about $485,808 at 4% or $323,872 at 6%; with 50% employer match about $323,872 at 4% or $215,915 at 6%; with 100% employer match about $242,904 at 4% or $161,936 at 6%. |
| 2018 | 1 | 38 | $10,100,976 | $1,114,199 | $29,321iApproximate average salary by contribution assumption: employee only about $733,026 at 4% or $488,684 at 6%; with 50% employer match about $488,684 at 4% or $325,789 at 6%; with 100% employer match about $366,513 at 4% or $244,342 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 38 | $10,100,976 | $1,114,199 | $29,321iApproximate average salary by contribution assumption: employee only about $733,026 at 4% or $488,684 at 6%; with 50% employer match about $488,684 at 4% or $325,789 at 6%; with 100% employer match about $366,513 at 4% or $244,342 at 6%. |
| 2017 | 1 | 40 | $10,068,229 | $1,214,309 | $30,358iApproximate average salary by contribution assumption: employee only about $758,943 at 4% or $505,962 at 6%; with 50% employer match about $505,962 at 4% or $337,308 at 6%; with 100% employer match about $379,472 at 4% or $252,981 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 40 | $10,068,229 | $1,214,309 | $30,358iApproximate average salary by contribution assumption: employee only about $758,943 at 4% or $505,962 at 6%; with 50% employer match about $505,962 at 4% or $337,308 at 6%; with 100% employer match about $379,472 at 4% or $252,981 at 6%. |
| 2016 | 1 | 38 | $7,904,373 | $932,574 | $24,541iApproximate average salary by contribution assumption: employee only about $613,536 at 4% or $409,024 at 6%; with 50% employer match about $409,024 at 4% or $272,682 at 6%; with 100% employer match about $306,768 at 4% or $204,512 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 38 | $7,904,373 | $932,574 | $24,541iApproximate average salary by contribution assumption: employee only about $613,536 at 4% or $409,024 at 6%; with 50% employer match about $409,024 at 4% or $272,682 at 6%; with 100% employer match about $306,768 at 4% or $204,512 at 6%. |
| 2015 | 1 | 36 | $6,548,293 | $834,751 | $23,188iApproximate average salary by contribution assumption: employee only about $579,688 at 4% or $386,459 at 6%; with 50% employer match about $386,459 at 4% or $257,639 at 6%; with 100% employer match about $289,844 at 4% or $193,229 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 36 | $6,548,293 | $834,751 | $23,188iApproximate average salary by contribution assumption: employee only about $579,688 at 4% or $386,459 at 6%; with 50% employer match about $386,459 at 4% or $257,639 at 6%; with 100% employer match about $289,844 at 4% or $193,229 at 6%. |
| 2014 | 1 | 32 | $5,941,783 | $835,969 | $26,124iApproximate average salary by contribution assumption: employee only about $653,101 at 4% or $435,401 at 6%; with 50% employer match about $435,401 at 4% or $290,267 at 6%; with 100% employer match about $326,550 at 4% or $217,700 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 32 | $5,941,783 | $835,969 | $26,124iApproximate average salary by contribution assumption: employee only about $653,101 at 4% or $435,401 at 6%; with 50% employer match about $435,401 at 4% or $290,267 at 6%; with 100% employer match about $326,550 at 4% or $217,700 at 6%. |
| 2013 | 1 | 33 | $5,124,574 | $815,284 | $24,706iApproximate average salary by contribution assumption: employee only about $617,639 at 4% or $411,760 at 6%; with 50% employer match about $411,760 at 4% or $274,506 at 6%; with 100% employer match about $308,820 at 4% or $205,880 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 33 | $5,124,574 | $815,284 | $24,706iApproximate average salary by contribution assumption: employee only about $617,639 at 4% or $411,760 at 6%; with 50% employer match about $411,760 at 4% or $274,506 at 6%; with 100% employer match about $308,820 at 4% or $205,880 at 6%. |
| 2012 | 1 | 33 | $4,359,276 | $697,841 | $21,147iApproximate average salary by contribution assumption: employee only about $528,667 at 4% or $352,445 at 6%; with 50% employer match about $352,445 at 4% or $234,963 at 6%; with 100% employer match about $264,334 at 4% or $176,222 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 33 | $4,359,276 | $697,841 | $21,147iApproximate average salary by contribution assumption: employee only about $528,667 at 4% or $352,445 at 6%; with 50% employer match about $352,445 at 4% or $234,963 at 6%; with 100% employer match about $264,334 at 4% or $176,222 at 6%. |
| 2011 | 1 | 31 | $3,819,962 | $620,957 | $20,031iApproximate average salary by contribution assumption: employee only about $500,772 at 4% or $333,848 at 6%; with 50% employer match about $333,848 at 4% or $222,565 at 6%; with 100% employer match about $250,386 at 4% or $166,924 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 31 | $3,819,962 | $620,957 | $20,031iApproximate average salary by contribution assumption: employee only about $500,772 at 4% or $333,848 at 6%; with 50% employer match about $333,848 at 4% or $222,565 at 6%; with 100% employer match about $250,386 at 4% or $166,924 at 6%. |
| 2010 | 1 | 22 | $3,336,856 | $451,235 | $20,511iApproximate average salary by contribution assumption: employee only about $512,767 at 4% or $341,845 at 6%; with 50% employer match about $341,845 at 4% or $227,896 at 6%; with 100% employer match about $256,384 at 4% or $170,922 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 22 | $3,336,856 | $451,235 | $20,511iApproximate average salary by contribution assumption: employee only about $512,767 at 4% or $341,845 at 6%; with 50% employer match about $341,845 at 4% or $227,896 at 6%; with 100% employer match about $256,384 at 4% or $170,922 at 6%. |
| 2009 | 1 | 20 | $2,473,960 | $418,167 | $20,908iApproximate average salary by contribution assumption: employee only about $522,709 at 4% or $348,473 at 6%; with 50% employer match about $348,473 at 4% or $232,315 at 6%; with 100% employer match about $261,354 at 4% or $174,236 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 20 | $2,473,960 | $418,167 | $20,908iApproximate average salary by contribution assumption: employee only about $522,709 at 4% or $348,473 at 6%; with 50% employer match about $348,473 at 4% or $232,315 at 6%; with 100% employer match about $261,354 at 4% or $174,236 at 6%. |
| 2008 | 1 | 12 | $1,560,758 | $345,758 | $28,813iApproximate average salary by contribution assumption: employee only about $720,329 at 4% or $480,219 at 6%; with 50% employer match about $480,219 at 4% or $320,146 at 6%; with 100% employer match about $360,165 at 4% or $240,110 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 12 | $1,560,758 | $345,758 | $28,813iApproximate average salary by contribution assumption: employee only about $720,329 at 4% or $480,219 at 6%; with 50% employer match about $480,219 at 4% or $320,146 at 6%; with 100% employer match about $360,165 at 4% or $240,110 at 6%. |
| 2007 | 1 | 12 | $2,444,814 | $484,664 | $40,389iApproximate average salary by contribution assumption: employee only about $1,009,717 at 4% or $673,144 at 6%; with 50% employer match about $673,144 at 4% or $448,763 at 6%; with 100% employer match about $504,858 at 4% or $336,572 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 12 | $2,444,814 | $484,664 | $40,389iApproximate average salary by contribution assumption: employee only about $1,009,717 at 4% or $673,144 at 6%; with 50% employer match about $673,144 at 4% or $448,763 at 6%; with 100% employer match about $504,858 at 4% or $336,572 at 6%. |
| 2006 | 1 | 14 | $1,857,540 | $478,460 | $34,176iApproximate average salary by contribution assumption: employee only about $854,393 at 4% or $569,595 at 6%; with 50% employer match about $569,595 at 4% or $379,730 at 6%; with 100% employer match about $427,196 at 4% or $284,798 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 14 | $1,857,540 | $478,460 | $34,176iApproximate average salary by contribution assumption: employee only about $854,393 at 4% or $569,595 at 6%; with 50% employer match about $569,595 at 4% or $379,730 at 6%; with 100% employer match about $427,196 at 4% or $284,798 at 6%. |
| 2005 | 1 | 14 | $1,302,141 | $421,962 | $30,140iApproximate average salary by contribution assumption: employee only about $753,504 at 4% or $502,336 at 6%; with 50% employer match about $502,336 at 4% or $334,890 at 6%; with 100% employer match about $376,752 at 4% or $251,168 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 14 | $1,302,141 | $421,962 | $30,140iApproximate average salary by contribution assumption: employee only about $753,504 at 4% or $502,336 at 6%; with 50% employer match about $502,336 at 4% or $334,890 at 6%; with 100% employer match about $376,752 at 4% or $251,168 at 6%. |
| 2004 | 1 | 10 | $772,802 | $275,436 | $27,544iApproximate average salary by contribution assumption: employee only about $688,590 at 4% or $459,060 at 6%; with 50% employer match about $459,060 at 4% or $306,040 at 6%; with 100% employer match about $344,295 at 4% or $229,530 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 10 | $772,802 | $275,436 | $27,544iApproximate average salary by contribution assumption: employee only about $688,590 at 4% or $459,060 at 6%; with 50% employer match about $459,060 at 4% or $306,040 at 6%; with 100% employer match about $344,295 at 4% or $229,530 at 6%. |
| 2003 | 1 | 8 | $455,606 | $213,388 | $26,674iApproximate average salary by contribution assumption: employee only about $666,838 at 4% or $444,558 at 6%; with 50% employer match about $444,558 at 4% or $296,372 at 6%; with 100% employer match about $333,419 at 4% or $222,279 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 8 | $455,606 | $213,388 | $26,674iApproximate average salary by contribution assumption: employee only about $666,838 at 4% or $444,558 at 6%; with 50% employer match about $444,558 at 4% or $296,372 at 6%; with 100% employer match about $333,419 at 4% or $222,279 at 6%. |
| 2002 | 1 | 5 | $175,797 | $177,200 | $35,440iApproximate average salary by contribution assumption: employee only about $886,000 at 4% or $590,667 at 6%; with 50% employer match about $590,667 at 4% or $393,778 at 6%; with 100% employer match about $443,000 at 4% or $295,333 at 6%. |
| Westwood Partners LLC 401K Profit Sharing Plan | - | 5 | $175,797 | $177,200 | $35,440iApproximate average salary by contribution assumption: employee only about $886,000 at 4% or $590,667 at 6%; with 50% employer match about $590,667 at 4% or $393,778 at 6%; with 100% employer match about $443,000 at 4% or $295,333 at 6%. |