Civic Intelligence

Donald H. Westermeyer Cfp

Plan context: Donald H. Westermeyer Cfp Cash Balance Pension Plan

EIN 31-1695907 • Loveland, OH • 6 filings • 3 plans

9740 Cozaddale Murdoch RoadLoveland, OH 45140
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$246,345

2015 Contributions

$287,491

Historical Graphs

Total Assets Over Time

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

$501,111$250,556$0201220142015YearValue
$246,345Latest year 2015

Participants Over Time

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

420201220142015YearValue
1Latest year 2015

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
201521$246,345$287,491$287,491iApproximate average salary by contribution assumption: employee only about $7,187,275 at 4% or $4,791,517 at 6%; with 50% employer match about $4,791,517 at 4% or $3,194,344 at 6%; with 100% employer match about $3,593,638 at 4% or $2,395,758 at 6%.
Donald H. Westermeyer Cfp Cash Balance Pension Plan-1$225,316$224,283$224,283iApproximate average salary by contribution assumption: employee only about $5,607,075 at 4% or $3,738,050 at 6%; with 50% employer match about $3,738,050 at 4% or $2,492,033 at 6%; with 100% employer match about $2,803,538 at 4% or $1,869,025 at 6%.
Donald H. Westermeyer 401(K) Plan-1$21,029$63,208$63,208iApproximate average salary by contribution assumption: employee only about $1,580,200 at 4% or $1,053,467 at 6%; with 50% employer match about $1,053,467 at 4% or $702,311 at 6%; with 100% employer match about $790,100 at 4% or $526,733 at 6%.
201424$501,111$327,833$81,958iApproximate average salary by contribution assumption: employee only about $2,048,956 at 4% or $1,365,971 at 6%; with 50% employer match about $1,365,971 at 4% or $910,647 at 6%; with 100% employer match about $1,024,478 at 4% or $682,985 at 6%.
Donald H. Westermeyer 401(K) Plan-4$257,469$84,191$21,048iApproximate average salary by contribution assumption: employee only about $526,194 at 4% or $350,796 at 6%; with 50% employer match about $350,796 at 4% or $233,864 at 6%; with 100% employer match about $263,097 at 4% or $175,398 at 6%.
Donald H. Westermeyer Cfp Cash Balance Pension Plan-4$243,642$243,642$60,911iApproximate average salary by contribution assumption: employee only about $1,522,763 at 4% or $1,015,175 at 6%; with 50% employer match about $1,015,175 at 4% or $676,783 at 6%; with 100% employer match about $761,381 at 4% or $507,588 at 6%.
201314$166,312$84,505$21,126iApproximate average salary by contribution assumption: employee only about $528,156 at 4% or $352,104 at 6%; with 50% employer match about $352,104 at 4% or $234,736 at 6%; with 100% employer match about $264,078 at 4% or $176,052 at 6%.
Donald H. Westermeyer 401(K) Plan-4$166,312$84,505$21,126iApproximate average salary by contribution assumption: employee only about $528,156 at 4% or $352,104 at 6%; with 50% employer match about $352,104 at 4% or $234,736 at 6%; with 100% employer match about $264,078 at 4% or $176,052 at 6%.
201214$57,606$54,131$13,533iApproximate average salary by contribution assumption: employee only about $338,319 at 4% or $225,546 at 6%; with 50% employer match about $225,546 at 4% or $150,364 at 6%; with 100% employer match about $169,159 at 4% or $112,773 at 6%.
Donald H. Westermeyer 401(K) Plan-4$57,606$54,131$13,533iApproximate average salary by contribution assumption: employee only about $338,319 at 4% or $225,546 at 6%; with 50% employer match about $225,546 at 4% or $150,364 at 6%; with 100% employer match about $169,159 at 4% or $112,773 at 6%.