Civic Intelligence

Belmonte Management Inc.

Plan context: Westover Management Inc. 401(K) Profit Sharing Plan

EIN 33-0517631 • Rancho Santa Fe, CA • 18 filings • 4 plans

P.O. Box 1522Rancho Santa Fe, CA 92067
Current Snapshot

Latest Year

2015

2015 Participants

3

2015 Assets

$4,348,280

2015 Contributions

$5,012

Historical Graphs

Total Assets Over Time

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

$6,764,733$3,382,367$0199920072014YearValue
$4,348,280Latest year 2014

Participants Over Time

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

840199920072014YearValue
3Latest year 2014

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
201510$0$0-
Westover Management Inc. 401(K) Profit Sharing Plan-0$0$0-
201413$4,348,280$5,012$1,671iApproximate average salary by contribution assumption: employee only about $41,767 at 4% or $27,844 at 6%; with 50% employer match about $27,844 at 4% or $18,563 at 6%; with 100% employer match about $20,883 at 4% or $13,922 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-3$4,348,280$5,012$1,671iApproximate average salary by contribution assumption: employee only about $41,767 at 4% or $27,844 at 6%; with 50% employer match about $27,844 at 4% or $18,563 at 6%; with 100% employer match about $20,883 at 4% or $13,922 at 6%.
201314$4,075,580$10,331$2,583iApproximate average salary by contribution assumption: employee only about $64,569 at 4% or $43,046 at 6%; with 50% employer match about $43,046 at 4% or $28,697 at 6%; with 100% employer match about $32,284 at 4% or $21,523 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-4$4,075,580$10,331$2,583iApproximate average salary by contribution assumption: employee only about $64,569 at 4% or $43,046 at 6%; with 50% employer match about $43,046 at 4% or $28,697 at 6%; with 100% employer match about $32,284 at 4% or $21,523 at 6%.
201217$3,982,909$15,331$2,190iApproximate average salary by contribution assumption: employee only about $54,754 at 4% or $36,502 at 6%; with 50% employer match about $36,502 at 4% or $24,335 at 6%; with 100% employer match about $27,377 at 4% or $18,251 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-7$3,982,909$15,331$2,190iApproximate average salary by contribution assumption: employee only about $54,754 at 4% or $36,502 at 6%; with 50% employer match about $36,502 at 4% or $24,335 at 6%; with 100% employer match about $27,377 at 4% or $18,251 at 6%.
201118$6,764,733$108,639$13,580iApproximate average salary by contribution assumption: employee only about $339,497 at 4% or $226,331 at 6%; with 50% employer match about $226,331 at 4% or $150,888 at 6%; with 100% employer match about $169,748 at 4% or $113,166 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-8$6,764,733$108,639$13,580iApproximate average salary by contribution assumption: employee only about $339,497 at 4% or $226,331 at 6%; with 50% employer match about $226,331 at 4% or $150,888 at 6%; with 100% employer match about $169,748 at 4% or $113,166 at 6%.
201016$6,603,485$87,076$14,513iApproximate average salary by contribution assumption: employee only about $362,817 at 4% or $241,878 at 6%; with 50% employer match about $241,878 at 4% or $161,252 at 6%; with 100% employer match about $181,408 at 4% or $120,939 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-6$6,603,485$87,076$14,513iApproximate average salary by contribution assumption: employee only about $362,817 at 4% or $241,878 at 6%; with 50% employer match about $241,878 at 4% or $161,252 at 6%; with 100% employer match about $181,408 at 4% or $120,939 at 6%.
200915$5,875,108$88,778$17,756iApproximate average salary by contribution assumption: employee only about $443,890 at 4% or $295,927 at 6%; with 50% employer match about $295,927 at 4% or $197,284 at 6%; with 100% employer match about $221,945 at 4% or $147,963 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-5$5,875,108$88,778$17,756iApproximate average salary by contribution assumption: employee only about $443,890 at 4% or $295,927 at 6%; with 50% employer match about $295,927 at 4% or $197,284 at 6%; with 100% employer match about $221,945 at 4% or $147,963 at 6%.
200815$4,712,317$616,062$123,212iApproximate average salary by contribution assumption: employee only about $3,080,310 at 4% or $2,053,540 at 6%; with 50% employer match about $2,053,540 at 4% or $1,369,027 at 6%; with 100% employer match about $1,540,155 at 4% or $1,026,770 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-5$4,712,317$616,062$123,212iApproximate average salary by contribution assumption: employee only about $3,080,310 at 4% or $2,053,540 at 6%; with 50% employer match about $2,053,540 at 4% or $1,369,027 at 6%; with 100% employer match about $1,540,155 at 4% or $1,026,770 at 6%.
200726$4,969,235$4,567,067$761,178iApproximate average salary by contribution assumption: employee only about $19,029,446 at 4% or $12,686,297 at 6%; with 50% employer match about $12,686,297 at 4% or $8,457,531 at 6%; with 100% employer match about $9,514,723 at 4% or $6,343,149 at 6%.
Westover Management Inc. 401(K) Profit Sharing Plan-6$4,519,235$4,567,067$761,178iApproximate average salary by contribution assumption: employee only about $19,029,446 at 4% or $12,686,297 at 6%; with 50% employer match about $12,686,297 at 4% or $8,457,531 at 6%; with 100% employer match about $9,514,723 at 4% or $6,343,149 at 6%.
Belmonte Management Inc. Pension Plan-2$450,000--
200615$4,507,591$587,000$117,400iApproximate average salary by contribution assumption: employee only about $2,935,000 at 4% or $1,956,667 at 6%; with 50% employer match about $1,956,667 at 4% or $1,304,444 at 6%; with 100% employer match about $1,467,500 at 4% or $978,333 at 6%.
Belmonte Management Inc. Pension Plan-5$4,507,591$587,000$117,400iApproximate average salary by contribution assumption: employee only about $2,935,000 at 4% or $1,956,667 at 6%; with 50% employer match about $1,956,667 at 4% or $1,304,444 at 6%; with 100% employer match about $1,467,500 at 4% or $978,333 at 6%.
200516$3,639,201$587,000$97,833iApproximate average salary by contribution assumption: employee only about $2,445,833 at 4% or $1,630,556 at 6%; with 50% employer match about $1,630,556 at 4% or $1,087,037 at 6%; with 100% employer match about $1,222,917 at 4% or $815,278 at 6%.
Belmonte Management Inc. Pension Plan-6$3,639,201$587,000$97,833iApproximate average salary by contribution assumption: employee only about $2,445,833 at 4% or $1,630,556 at 6%; with 50% employer match about $1,630,556 at 4% or $1,087,037 at 6%; with 100% employer match about $1,222,917 at 4% or $815,278 at 6%.
200416$2,905,817$557,000$92,833iApproximate average salary by contribution assumption: employee only about $2,320,833 at 4% or $1,547,222 at 6%; with 50% employer match about $1,547,222 at 4% or $1,031,481 at 6%; with 100% employer match about $1,160,417 at 4% or $773,611 at 6%.
Belmonte Management Inc. Pension Plan-6$2,905,817$557,000$92,833iApproximate average salary by contribution assumption: employee only about $2,320,833 at 4% or $1,547,222 at 6%; with 50% employer match about $1,547,222 at 4% or $1,031,481 at 6%; with 100% employer match about $1,160,417 at 4% or $773,611 at 6%.
200315$2,165,115$581,000$116,200iApproximate average salary by contribution assumption: employee only about $2,905,000 at 4% or $1,936,667 at 6%; with 50% employer match about $1,936,667 at 4% or $1,291,111 at 6%; with 100% employer match about $1,452,500 at 4% or $968,333 at 6%.
Belmonte Management Inc. Pension Plan-5$2,165,115$581,000$116,200iApproximate average salary by contribution assumption: employee only about $2,905,000 at 4% or $1,936,667 at 6%; with 50% employer match about $1,936,667 at 4% or $1,291,111 at 6%; with 100% employer match about $1,452,500 at 4% or $968,333 at 6%.
200215$1,545,302$525,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
Belmonte Management Inc. Pension Plan-5$1,545,302$525,000$105,000iApproximate average salary by contribution assumption: employee only about $2,625,000 at 4% or $1,750,000 at 6%; with 50% employer match about $1,750,000 at 4% or $1,166,667 at 6%; with 100% employer match about $1,312,500 at 4% or $875,000 at 6%.
200114$1,003,685$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
Belmonte Management Inc. Pension Plan-4$1,003,685$95,000$23,750iApproximate average salary by contribution assumption: employee only about $593,750 at 4% or $395,833 at 6%; with 50% employer match about $395,833 at 4% or $263,889 at 6%; with 100% employer match about $296,875 at 4% or $197,917 at 6%.
200014$881,806$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
Belmonte Management Inc. Pension Plan-4$881,806$165,000$41,250iApproximate average salary by contribution assumption: employee only about $1,031,250 at 4% or $687,500 at 6%; with 50% employer match about $687,500 at 4% or $458,333 at 6%; with 100% employer match about $515,625 at 4% or $343,750 at 6%.
199915$683,822$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Belmonte Management Inc. Pension Plan-5$683,822$125,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.