Civic Intelligence

Westerman & Associates PC.

Plan context: WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST

EIN 38-3079641 • Ann Arbor, MI • 16 filings • 2 plans

345 S DivisionAnn Arbor, MI 48104
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$230,671

2024 Contributions

$43,847

Historical Graphs

Total Assets Over Time

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

$733,467$366,734$0199920062023YearValue
$230,671Latest year 2023

Participants Over Time

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

630199920062023YearValue
4Latest year 2023

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
202410$0$43,847-
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-0-$43,847-
202314$230,671$46,694$11,674iApproximate average salary by contribution assumption: employee only about $291,838 at 4% or $194,558 at 6%; with 50% employer match about $194,558 at 4% or $129,706 at 6%; with 100% employer match about $145,919 at 4% or $97,279 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-4$230,671$46,694$11,674iApproximate average salary by contribution assumption: employee only about $291,838 at 4% or $194,558 at 6%; with 50% employer match about $194,558 at 4% or $129,706 at 6%; with 100% employer match about $145,919 at 4% or $97,279 at 6%.
202214$154,285$47,688$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-4$154,285$47,688$11,922iApproximate average salary by contribution assumption: employee only about $298,050 at 4% or $198,700 at 6%; with 50% employer match about $198,700 at 4% or $132,467 at 6%; with 100% employer match about $149,025 at 4% or $99,350 at 6%.
202114$134,327$14,825$3,706iApproximate average salary by contribution assumption: employee only about $92,656 at 4% or $61,771 at 6%; with 50% employer match about $61,771 at 4% or $41,181 at 6%; with 100% employer match about $46,328 at 4% or $30,885 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-4$134,327$14,825$3,706iApproximate average salary by contribution assumption: employee only about $92,656 at 4% or $61,771 at 6%; with 50% employer match about $61,771 at 4% or $41,181 at 6%; with 100% employer match about $46,328 at 4% or $30,885 at 6%.
202014$106,568$50,107$12,527iApproximate average salary by contribution assumption: employee only about $313,169 at 4% or $208,779 at 6%; with 50% employer match about $208,779 at 4% or $139,186 at 6%; with 100% employer match about $156,584 at 4% or $104,390 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-4$106,568$50,107$12,527iApproximate average salary by contribution assumption: employee only about $313,169 at 4% or $208,779 at 6%; with 50% employer match about $208,779 at 4% or $139,186 at 6%; with 100% employer match about $156,584 at 4% or $104,390 at 6%.
201916$106,052$103,939$17,323iApproximate average salary by contribution assumption: employee only about $433,079 at 4% or $288,719 at 6%; with 50% employer match about $288,719 at 4% or $192,480 at 6%; with 100% employer match about $216,540 at 4% or $144,360 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-6$106,052$103,939$17,323iApproximate average salary by contribution assumption: employee only about $433,079 at 4% or $288,719 at 6%; with 50% employer match about $288,719 at 4% or $192,480 at 6%; with 100% employer match about $216,540 at 4% or $144,360 at 6%.
201816$54,858$54,027$9,005iApproximate average salary by contribution assumption: employee only about $225,113 at 4% or $150,075 at 6%; with 50% employer match about $150,075 at 4% or $100,050 at 6%; with 100% employer match about $112,556 at 4% or $75,038 at 6%.
WESTERMAN & MORRISSEY, P.C. RETIREMENT TRUST-6$54,858$54,027$9,005iApproximate average salary by contribution assumption: employee only about $225,113 at 4% or $150,075 at 6%; with 50% employer match about $150,075 at 4% or $100,050 at 6%; with 100% employer match about $112,556 at 4% or $75,038 at 6%.
200710$0$0-
Westerman & Associates PC. Retirement Savings Plan-0---
200614$733,467$51,132$12,783iApproximate average salary by contribution assumption: employee only about $319,575 at 4% or $213,050 at 6%; with 50% employer match about $213,050 at 4% or $142,033 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%.
Westerman & Associates PC. Retirement Savings Plan-4$733,467$51,132$12,783iApproximate average salary by contribution assumption: employee only about $319,575 at 4% or $213,050 at 6%; with 50% employer match about $213,050 at 4% or $142,033 at 6%; with 100% employer match about $159,788 at 4% or $106,525 at 6%.
200515$615,079$48,772$9,754iApproximate average salary by contribution assumption: employee only about $243,860 at 4% or $162,573 at 6%; with 50% employer match about $162,573 at 4% or $108,382 at 6%; with 100% employer match about $121,930 at 4% or $81,287 at 6%.
Westerman & Associates PC. Retirement Savings Plan-5$615,079$48,772$9,754iApproximate average salary by contribution assumption: employee only about $243,860 at 4% or $162,573 at 6%; with 50% employer match about $162,573 at 4% or $108,382 at 6%; with 100% employer match about $121,930 at 4% or $81,287 at 6%.
200415$508,821$47,834$9,567iApproximate average salary by contribution assumption: employee only about $239,170 at 4% or $159,447 at 6%; with 50% employer match about $159,447 at 4% or $106,298 at 6%; with 100% employer match about $119,585 at 4% or $79,723 at 6%.
Westerman & Associates PC. Retirement Savings Plan-5$508,821$47,834$9,567iApproximate average salary by contribution assumption: employee only about $239,170 at 4% or $159,447 at 6%; with 50% employer match about $159,447 at 4% or $106,298 at 6%; with 100% employer match about $119,585 at 4% or $79,723 at 6%.
200315$394,856$46,896$9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%.
Westerman & Associates PC. Retirement Savings Plan-5$394,856$46,896$9,379iApproximate average salary by contribution assumption: employee only about $234,480 at 4% or $156,320 at 6%; with 50% employer match about $156,320 at 4% or $104,213 at 6%; with 100% employer match about $117,240 at 4% or $78,160 at 6%.
200215$272,106$35,500$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
Westerman & Associates PC. Retirement Savings Plan-5$272,106$35,500$7,100iApproximate average salary by contribution assumption: employee only about $177,500 at 4% or $118,333 at 6%; with 50% employer match about $118,333 at 4% or $78,889 at 6%; with 100% employer match about $88,750 at 4% or $59,167 at 6%.
200115$285,148$35,135$7,027iApproximate average salary by contribution assumption: employee only about $175,675 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,558 at 6%.
Westerman & Associates PC. Retirement Savings Plan-5$285,148$35,135$7,027iApproximate average salary by contribution assumption: employee only about $175,675 at 4% or $117,117 at 6%; with 50% employer match about $117,117 at 4% or $78,078 at 6%; with 100% employer match about $87,838 at 4% or $58,558 at 6%.
200014$271,726$28,262$7,066iApproximate average salary by contribution assumption: employee only about $176,638 at 4% or $117,758 at 6%; with 50% employer match about $117,758 at 4% or $78,506 at 6%; with 100% employer match about $88,319 at 4% or $58,879 at 6%.
Westerman & Associates PC. Retirement Savings Plan-4$271,726$28,262$7,066iApproximate average salary by contribution assumption: employee only about $176,638 at 4% or $117,758 at 6%; with 50% employer match about $117,758 at 4% or $78,506 at 6%; with 100% employer match about $88,319 at 4% or $58,879 at 6%.
199914$261,639$32,500$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Westerman & Associates PC. Retirement Savings Plan-4$261,639$32,500$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.