Civic Intelligence

Westoak Petroleum LLC

Plan context: Westoak Petroleum LLC Retirement Trust

EIN 33-0846937 • Orange, CA • 4 filings • 1 plans

1940 E. Katella Ave.Orange, CA 92867
Current Snapshot

Latest Year

2018

2018 Participants

4

2018 Assets

$230,236

2018 Contributions

$68,863

Historical Graphs

Total Assets Over Time

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

$230,236$115,118$0201520162017YearValue
$230,236Latest year 2017

Participants Over Time

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

420201520162017YearValue
4Latest year 2017

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
201810$0$0-
Westoak Petroleum LLC Retirement Trust-0$0--
201714$230,236$68,863$17,216iApproximate average salary by contribution assumption: employee only about $430,394 at 4% or $286,929 at 6%; with 50% employer match about $286,929 at 4% or $191,286 at 6%; with 100% employer match about $215,197 at 4% or $143,465 at 6%.
Westoak Petroleum LLC Retirement Trust-4$230,236$68,863$17,216iApproximate average salary by contribution assumption: employee only about $430,394 at 4% or $286,929 at 6%; with 50% employer match about $286,929 at 4% or $191,286 at 6%; with 100% employer match about $215,197 at 4% or $143,465 at 6%.
201614$143,329$71,083$17,771iApproximate average salary by contribution assumption: employee only about $444,269 at 4% or $296,179 at 6%; with 50% employer match about $296,179 at 4% or $197,453 at 6%; with 100% employer match about $222,134 at 4% or $148,090 at 6%.
Westoak Petroleum LLC Retirement Trust-4$143,329$71,083$17,771iApproximate average salary by contribution assumption: employee only about $444,269 at 4% or $296,179 at 6%; with 50% employer match about $296,179 at 4% or $197,453 at 6%; with 100% employer match about $222,134 at 4% or $148,090 at 6%.
201514$65,507$66,294$16,574iApproximate average salary by contribution assumption: employee only about $414,338 at 4% or $276,225 at 6%; with 50% employer match about $276,225 at 4% or $184,150 at 6%; with 100% employer match about $207,169 at 4% or $138,113 at 6%.
Westoak Petroleum LLC Retirement Trust-4$65,507$66,294$16,574iApproximate average salary by contribution assumption: employee only about $414,338 at 4% or $276,225 at 6%; with 50% employer match about $276,225 at 4% or $184,150 at 6%; with 100% employer match about $207,169 at 4% or $138,113 at 6%.