Civic Intelligence

Westbrook Financial Services Inc.

Plan context: Westbrook Financial Services Inc. 401(K) Profit Sharing Plan

EIN 36-3759186 • 4 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

14

2009 Assets

$858,944

2009 Contributions

$236,492

Historical Graphs

Total Assets Over Time

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

$858,944$429,472$0200420062009YearValue
$858,944Latest year 2009

Participants Over Time

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

1580200420062009YearValue
14Latest year 2009

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
2009114$858,944$236,492$16,892iApproximate average salary by contribution assumption: employee only about $422,307 at 4% or $281,538 at 6%; with 50% employer match about $281,538 at 4% or $187,692 at 6%; with 100% employer match about $211,154 at 4% or $140,769 at 6%.
Westbrook Financial Services Inc. 401(K) Profit Sharing Plan-14$858,944$236,492$16,892iApproximate average salary by contribution assumption: employee only about $422,307 at 4% or $281,538 at 6%; with 50% employer match about $281,538 at 4% or $187,692 at 6%; with 100% employer match about $211,154 at 4% or $140,769 at 6%.
2006115$737,334$239,540$15,969iApproximate average salary by contribution assumption: employee only about $399,233 at 4% or $266,156 at 6%; with 50% employer match about $266,156 at 4% or $177,437 at 6%; with 100% employer match about $199,617 at 4% or $133,078 at 6%.
Westbrook Financial Services Inc. 401(K) Profit Sharing Plan-15$737,334$239,540$15,969iApproximate average salary by contribution assumption: employee only about $399,233 at 4% or $266,156 at 6%; with 50% employer match about $266,156 at 4% or $177,437 at 6%; with 100% employer match about $199,617 at 4% or $133,078 at 6%.
2005113$451,275$233,784$17,983iApproximate average salary by contribution assumption: employee only about $449,585 at 4% or $299,723 at 6%; with 50% employer match about $299,723 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,862 at 6%.
Westbrook Financial Services Inc. 401(K) Profit Sharing Plan-13$451,275$233,784$17,983iApproximate average salary by contribution assumption: employee only about $449,585 at 4% or $299,723 at 6%; with 50% employer match about $299,723 at 4% or $199,815 at 6%; with 100% employer match about $224,792 at 4% or $149,862 at 6%.
2004115$196,145$190,959$12,731iApproximate average salary by contribution assumption: employee only about $318,265 at 4% or $212,177 at 6%; with 50% employer match about $212,177 at 4% or $141,451 at 6%; with 100% employer match about $159,133 at 4% or $106,088 at 6%.
Westbrook Financial Services Inc. 401(K) Profit Sharing Plan-15$196,145$190,959$12,731iApproximate average salary by contribution assumption: employee only about $318,265 at 4% or $212,177 at 6%; with 50% employer match about $212,177 at 4% or $141,451 at 6%; with 100% employer match about $159,133 at 4% or $106,088 at 6%.