WESTERLY SCHOOL OF LONG BEACH
Plan context: WESTERLY SCHOOL OF LONG BEACH 403(B) DEFINED CONTRIBUTION PLAN
EIN 33-0467625 • Long Beach, CA • 20 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
97
2024 Assets
$1,537,728
2024 Contributions
$87,357
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 97 | $1,537,728 | $87,357 | $901iApproximate average salary by contribution assumption: employee only about $22,515 at 4% or $15,010 at 6%; with 50% employer match about $15,010 at 4% or $10,007 at 6%; with 100% employer match about $11,257 at 4% or $7,505 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH 403(B) DEFINED CONTRIBUTION PLAN | - | 97 | $1,537,728 | $87,357 | $901iApproximate average salary by contribution assumption: employee only about $22,515 at 4% or $15,010 at 6%; with 50% employer match about $15,010 at 4% or $10,007 at 6%; with 100% employer match about $11,257 at 4% or $7,505 at 6%. |
| 2023 | 1 | 89 | $1,322,075 | $86,645 | $974iApproximate average salary by contribution assumption: employee only about $24,338 at 4% or $16,226 at 6%; with 50% employer match about $16,226 at 4% or $10,817 at 6%; with 100% employer match about $12,169 at 4% or $8,113 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 89 | $1,322,075 | $86,645 | $974iApproximate average salary by contribution assumption: employee only about $24,338 at 4% or $16,226 at 6%; with 50% employer match about $16,226 at 4% or $10,817 at 6%; with 100% employer match about $12,169 at 4% or $8,113 at 6%. |
| 2022 | 1 | 83 | $1,056,257 | $71,227 | $858iApproximate average salary by contribution assumption: employee only about $21,454 at 4% or $14,303 at 6%; with 50% employer match about $14,303 at 4% or $9,535 at 6%; with 100% employer match about $10,727 at 4% or $7,151 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 83 | $1,056,257 | $71,227 | $858iApproximate average salary by contribution assumption: employee only about $21,454 at 4% or $14,303 at 6%; with 50% employer match about $14,303 at 4% or $9,535 at 6%; with 100% employer match about $10,727 at 4% or $7,151 at 6%. |
| 2021 | 1 | 78 | $873,543 | $237,026 | $3,039iApproximate average salary by contribution assumption: employee only about $75,970 at 4% or $50,647 at 6%; with 50% employer match about $50,647 at 4% or $33,764 at 6%; with 100% employer match about $37,985 at 4% or $25,323 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 78 | $873,543 | $237,026 | $3,039iApproximate average salary by contribution assumption: employee only about $75,970 at 4% or $50,647 at 6%; with 50% employer match about $50,647 at 4% or $33,764 at 6%; with 100% employer match about $37,985 at 4% or $25,323 at 6%. |
| 2020 | 1 | 78 | $982,358 | $48,155 | $617iApproximate average salary by contribution assumption: employee only about $15,434 at 4% or $10,290 at 6%; with 50% employer match about $10,290 at 4% or $6,860 at 6%; with 100% employer match about $7,717 at 4% or $5,145 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 78 | $982,358 | $48,155 | $617iApproximate average salary by contribution assumption: employee only about $15,434 at 4% or $10,290 at 6%; with 50% employer match about $10,290 at 4% or $6,860 at 6%; with 100% employer match about $7,717 at 4% or $5,145 at 6%. |
| 2019 | 1 | 73 | $847,097 | $54,447 | $746iApproximate average salary by contribution assumption: employee only about $18,646 at 4% or $12,431 at 6%; with 50% employer match about $12,431 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 73 | $847,097 | $54,447 | $746iApproximate average salary by contribution assumption: employee only about $18,646 at 4% or $12,431 at 6%; with 50% employer match about $12,431 at 4% or $8,287 at 6%; with 100% employer match about $9,323 at 4% or $6,215 at 6%. |
| 2018 | 1 | 70 | $777,828 | $53,990 | $771iApproximate average salary by contribution assumption: employee only about $19,282 at 4% or $12,855 at 6%; with 50% employer match about $12,855 at 4% or $8,570 at 6%; with 100% employer match about $9,641 at 4% or $6,427 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 70 | $777,828 | $53,990 | $771iApproximate average salary by contribution assumption: employee only about $19,282 at 4% or $12,855 at 6%; with 50% employer match about $12,855 at 4% or $8,570 at 6%; with 100% employer match about $9,641 at 4% or $6,427 at 6%. |
| 2017 | 1 | 63 | $691,873 | $62,100 | $986iApproximate average salary by contribution assumption: employee only about $24,643 at 4% or $16,429 at 6%; with 50% employer match about $16,429 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 63 | $691,873 | $62,100 | $986iApproximate average salary by contribution assumption: employee only about $24,643 at 4% or $16,429 at 6%; with 50% employer match about $16,429 at 4% or $10,952 at 6%; with 100% employer match about $12,321 at 4% or $8,214 at 6%. |
| 2016 | 1 | 59 | $582,735 | $51,658 | $876iApproximate average salary by contribution assumption: employee only about $21,889 at 4% or $14,593 at 6%; with 50% employer match about $14,593 at 4% or $9,728 at 6%; with 100% employer match about $10,944 at 4% or $7,296 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 59 | $582,735 | $51,658 | $876iApproximate average salary by contribution assumption: employee only about $21,889 at 4% or $14,593 at 6%; with 50% employer match about $14,593 at 4% or $9,728 at 6%; with 100% employer match about $10,944 at 4% or $7,296 at 6%. |
| 2015 | 1 | 46 | $529,123 | $26,495 | $576iApproximate average salary by contribution assumption: employee only about $14,399 at 4% or $9,600 at 6%; with 50% employer match about $9,600 at 4% or $6,400 at 6%; with 100% employer match about $7,200 at 4% or $4,800 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 46 | $529,123 | $26,495 | $576iApproximate average salary by contribution assumption: employee only about $14,399 at 4% or $9,600 at 6%; with 50% employer match about $9,600 at 4% or $6,400 at 6%; with 100% employer match about $7,200 at 4% or $4,800 at 6%. |
| 2014 | 2 | 47 | $897,693 | $38,501 | $819iApproximate average salary by contribution assumption: employee only about $20,479 at 4% or $13,653 at 6%; with 50% employer match about $13,653 at 4% or $9,102 at 6%; with 100% employer match about $10,240 at 4% or $6,826 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 46 | $508,358 | $20,879 | $454iApproximate average salary by contribution assumption: employee only about $11,347 at 4% or $7,565 at 6%; with 50% employer match about $7,565 at 4% or $5,043 at 6%; with 100% employer match about $5,674 at 4% or $3,782 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT | - | 47 | $389,335 | $17,622 | $375iApproximate average salary by contribution assumption: employee only about $9,373 at 4% or $6,249 at 6%; with 50% employer match about $6,249 at 4% or $4,166 at 6%; with 100% employer match about $4,687 at 4% or $3,124 at 6%. |
| 2013 | 1 | 43 | $46,864 | $17,934 | $417iApproximate average salary by contribution assumption: employee only about $10,427 at 4% or $6,951 at 6%; with 50% employer match about $6,951 at 4% or $4,634 at 6%; with 100% employer match about $5,213 at 4% or $3,476 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 43 | $46,864 | $17,934 | $417iApproximate average salary by contribution assumption: employee only about $10,427 at 4% or $6,951 at 6%; with 50% employer match about $6,951 at 4% or $4,634 at 6%; with 100% employer match about $5,213 at 4% or $3,476 at 6%. |
| 2012 | 1 | 0 | $432,707 | $13,970 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 0 | $432,707 | $13,970 | - |
| 2011 | 1 | 4 | $387,989 | $17,756 | $4,439iApproximate average salary by contribution assumption: employee only about $110,975 at 4% or $73,983 at 6%; with 50% employer match about $73,983 at 4% or $49,322 at 6%; with 100% employer match about $55,488 at 4% or $36,992 at 6%. |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION PLAN | - | 4 | $387,989 | $17,756 | $4,439iApproximate average salary by contribution assumption: employee only about $110,975 at 4% or $73,983 at 6%; with 50% employer match about $73,983 at 4% or $49,322 at 6%; with 100% employer match about $55,488 at 4% or $36,992 at 6%. |
| 2009 | 1 | 0 | $0 | $0 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT | - | - | - | - | - |
| 2006 | 1 | 21 | $0 | $0 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT | - | 21 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| WESTERLY SCHOOL OF LONG BEACH DEFINED CONTRIBUTION RETIREMENT PLAN | - | 0 | - | - | - |