Westwood Trust
Plan context: Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans
EIN 37-6420485 • 6 filings • 1 plans
Current Snapshot
Latest Year
2012
2012 Participants
0
2012 Assets
$5,028,444
2012 Contributions
$0
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
No historical points available.
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | - | - | - | - |
| 2011 | 1 | 0 | $5,028,444 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | - | $5,028,444 | - | - |
| 2010 | 1 | 0 | $7,198,306 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | - | $7,198,306 | - | - |
| 2009 | 1 | 0 | $6,286,171 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | - | $6,286,171 | - | - |
| 2008 | 1 | 0 | $5,155,377 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | 0 | $5,155,377 | - | - |
| 2007 | 1 | 0 | $5,684,326 | $0 | - |
| Westwood Trust Midcap Value Investment Trust for Employee Benefit Plans | - | 0 | $5,684,326 | - | - |