Civic Intelligence

Terry West, M.D.

Plan context: Terry West Employees' 401(K) Plan and Trust

EIN 36-3575482 • 17 filings • 3 plans

Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$1,026,598

2016 Contributions

$44,592

Historical Graphs

Total Assets Over Time

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

$1,120,809$560,405$0200320102015YearValue
$1,026,598Latest year 2015

Participants Over Time

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

320200020082015YearValue
3Latest 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
201610$0$0-
Terry West Employees' 401(K) Plan and Trust-0---
201513$1,026,598$44,592$14,864iApproximate average salary by contribution assumption: employee only about $371,600 at 4% or $247,733 at 6%; with 50% employer match about $247,733 at 4% or $165,156 at 6%; with 100% employer match about $185,800 at 4% or $123,867 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$1,026,598$44,592$14,864iApproximate average salary by contribution assumption: employee only about $371,600 at 4% or $247,733 at 6%; with 50% employer match about $247,733 at 4% or $165,156 at 6%; with 100% employer match about $185,800 at 4% or $123,867 at 6%.
201413$1,120,809$44,418$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$1,120,809$44,418$14,806iApproximate average salary by contribution assumption: employee only about $370,150 at 4% or $246,767 at 6%; with 50% employer match about $246,767 at 4% or $164,511 at 6%; with 100% employer match about $185,075 at 4% or $123,383 at 6%.
201313$982,995$44,417$14,806iApproximate average salary by contribution assumption: employee only about $370,142 at 4% or $246,761 at 6%; with 50% employer match about $246,761 at 4% or $164,507 at 6%; with 100% employer match about $185,071 at 4% or $123,381 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$982,995$44,417$14,806iApproximate average salary by contribution assumption: employee only about $370,142 at 4% or $246,761 at 6%; with 50% employer match about $246,761 at 4% or $164,507 at 6%; with 100% employer match about $185,071 at 4% or $123,381 at 6%.
201213$818,704$51,624$17,208iApproximate average salary by contribution assumption: employee only about $430,200 at 4% or $286,800 at 6%; with 50% employer match about $286,800 at 4% or $191,200 at 6%; with 100% employer match about $215,100 at 4% or $143,400 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$818,704$51,624$17,208iApproximate average salary by contribution assumption: employee only about $430,200 at 4% or $286,800 at 6%; with 50% employer match about $286,800 at 4% or $191,200 at 6%; with 100% employer match about $215,100 at 4% or $143,400 at 6%.
201113$731,683$48,644$16,215iApproximate average salary by contribution assumption: employee only about $405,367 at 4% or $270,244 at 6%; with 50% employer match about $270,244 at 4% or $180,163 at 6%; with 100% employer match about $202,683 at 4% or $135,122 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$731,683$48,644$16,215iApproximate average salary by contribution assumption: employee only about $405,367 at 4% or $270,244 at 6%; with 50% employer match about $270,244 at 4% or $180,163 at 6%; with 100% employer match about $202,683 at 4% or $135,122 at 6%.
201013$757,573$46,267$15,422iApproximate average salary by contribution assumption: employee only about $385,558 at 4% or $257,039 at 6%; with 50% employer match about $257,039 at 4% or $171,359 at 6%; with 100% employer match about $192,779 at 4% or $128,519 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$757,573$46,267$15,422iApproximate average salary by contribution assumption: employee only about $385,558 at 4% or $257,039 at 6%; with 50% employer match about $257,039 at 4% or $171,359 at 6%; with 100% employer match about $192,779 at 4% or $128,519 at 6%.
200913$612,223$49,799$16,600iApproximate average salary by contribution assumption: employee only about $414,992 at 4% or $276,661 at 6%; with 50% employer match about $276,661 at 4% or $184,441 at 6%; with 100% employer match about $207,496 at 4% or $138,331 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$612,223$49,799$16,600iApproximate average salary by contribution assumption: employee only about $414,992 at 4% or $276,661 at 6%; with 50% employer match about $276,661 at 4% or $184,441 at 6%; with 100% employer match about $207,496 at 4% or $138,331 at 6%.
200813$422,669$37,950$12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$422,669$37,950$12,650iApproximate average salary by contribution assumption: employee only about $316,250 at 4% or $210,833 at 6%; with 50% employer match about $210,833 at 4% or $140,556 at 6%; with 100% employer match about $158,125 at 4% or $105,417 at 6%.
200713$0$0-
Terry West Employees' 401(K) Plan and Trust-3---
200613$653,406$42,604$14,201iApproximate average salary by contribution assumption: employee only about $355,033 at 4% or $236,689 at 6%; with 50% employer match about $236,689 at 4% or $157,793 at 6%; with 100% employer match about $177,517 at 4% or $118,344 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$653,406$42,604$14,201iApproximate average salary by contribution assumption: employee only about $355,033 at 4% or $236,689 at 6%; with 50% employer match about $236,689 at 4% or $157,793 at 6%; with 100% employer match about $177,517 at 4% or $118,344 at 6%.
200513$550,509$40,800$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$550,509$40,800$13,600iApproximate average salary by contribution assumption: employee only about $340,000 at 4% or $226,667 at 6%; with 50% employer match about $226,667 at 4% or $151,111 at 6%; with 100% employer match about $170,000 at 4% or $113,333 at 6%.
200413$527,995$38,031$12,677iApproximate average salary by contribution assumption: employee only about $316,925 at 4% or $211,283 at 6%; with 50% employer match about $211,283 at 4% or $140,856 at 6%; with 100% employer match about $158,463 at 4% or $105,642 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$527,995$38,031$12,677iApproximate average salary by contribution assumption: employee only about $316,925 at 4% or $211,283 at 6%; with 50% employer match about $211,283 at 4% or $140,856 at 6%; with 100% employer match about $158,463 at 4% or $105,642 at 6%.
200313$432,712$37,370$12,457iApproximate average salary by contribution assumption: employee only about $311,417 at 4% or $207,611 at 6%; with 50% employer match about $207,611 at 4% or $138,407 at 6%; with 100% employer match about $155,708 at 4% or $103,806 at 6%.
Terry West Employees' 401(K) Plan and Trust-3$432,712$37,370$12,457iApproximate average salary by contribution assumption: employee only about $311,417 at 4% or $207,611 at 6%; with 50% employer match about $207,611 at 4% or $138,407 at 6%; with 100% employer match about $155,708 at 4% or $103,806 at 6%.
200213$0$0-
Terry West Employees' 401(K) Plan and Trust-3---
200113$0$0-
Terry West Employees' 401(K) Plan and Trust-3---
200013$0$0-
Terry West Employees' 401(K) Plan and Trust-3---