Civic Intelligence

James F. Westman Dds

Plan context: James F. Westman Profit Sharing & 401K Plan

EIN 41-1227181 • Duluth, MN • 21 filings • 5 plans

412 N Central AveDuluth, MN 55807
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$826,409

2014 Contributions

$37,348

Historical Graphs

Total Assets Over Time

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

$1,240,287$620,144$0199920062013YearValue
$826,409Latest year 2013

Participants Over Time

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

630199920072013YearValue
6Latest year 2013

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
201410$0$37,348-
James F. Westman Profit Sharing & 401K Plan-0$0$37,348-
201316$826,409$78,953$13,159iApproximate average salary by contribution assumption: employee only about $328,971 at 4% or $219,314 at 6%; with 50% employer match about $219,314 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%.
James F. Westman Profit Sharing & 401K Plan-6$826,409$78,953$13,159iApproximate average salary by contribution assumption: employee only about $328,971 at 4% or $219,314 at 6%; with 50% employer match about $219,314 at 4% or $146,209 at 6%; with 100% employer match about $164,485 at 4% or $109,657 at 6%.
201216$574,868$81,259$13,543iApproximate average salary by contribution assumption: employee only about $338,579 at 4% or $225,719 at 6%; with 50% employer match about $225,719 at 4% or $150,480 at 6%; with 100% employer match about $169,290 at 4% or $112,860 at 6%.
James F. Westman Profit Sharing & 401K Plan-6$574,868$81,259$13,543iApproximate average salary by contribution assumption: employee only about $338,579 at 4% or $225,719 at 6%; with 50% employer match about $225,719 at 4% or $150,480 at 6%; with 100% employer match about $169,290 at 4% or $112,860 at 6%.
201115$412,930$73,439$14,688iApproximate average salary by contribution assumption: employee only about $367,195 at 4% or $244,797 at 6%; with 50% employer match about $244,797 at 4% or $163,198 at 6%; with 100% employer match about $183,598 at 4% or $122,398 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$412,930$73,439$14,688iApproximate average salary by contribution assumption: employee only about $367,195 at 4% or $244,797 at 6%; with 50% employer match about $244,797 at 4% or $163,198 at 6%; with 100% employer match about $183,598 at 4% or $122,398 at 6%.
201015$358,262$55,015$11,003iApproximate average salary by contribution assumption: employee only about $275,075 at 4% or $183,383 at 6%; with 50% employer match about $183,383 at 4% or $122,256 at 6%; with 100% employer match about $137,538 at 4% or $91,692 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$358,262$55,015$11,003iApproximate average salary by contribution assumption: employee only about $275,075 at 4% or $183,383 at 6%; with 50% employer match about $183,383 at 4% or $122,256 at 6%; with 100% employer match about $137,538 at 4% or $91,692 at 6%.
200916$1,174,473$66,330$11,055iApproximate average salary by contribution assumption: employee only about $276,375 at 4% or $184,250 at 6%; with 50% employer match about $184,250 at 4% or $122,833 at 6%; with 100% employer match about $138,188 at 4% or $92,125 at 6%.
James F. Westman Profit Sharing & 401K Plan-6$1,174,473$66,330$11,055iApproximate average salary by contribution assumption: employee only about $276,375 at 4% or $184,250 at 6%; with 50% employer match about $184,250 at 4% or $122,833 at 6%; with 100% employer match about $138,188 at 4% or $92,125 at 6%.
200815$967,604$56,532$11,306iApproximate average salary by contribution assumption: employee only about $282,660 at 4% or $188,440 at 6%; with 50% employer match about $188,440 at 4% or $125,627 at 6%; with 100% employer match about $141,330 at 4% or $94,220 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$967,604$56,532$11,306iApproximate average salary by contribution assumption: employee only about $282,660 at 4% or $188,440 at 6%; with 50% employer match about $188,440 at 4% or $125,627 at 6%; with 100% employer match about $141,330 at 4% or $94,220 at 6%.
200715$1,240,287$66,293$13,259iApproximate average salary by contribution assumption: employee only about $331,465 at 4% or $220,977 at 6%; with 50% employer match about $220,977 at 4% or $147,318 at 6%; with 100% employer match about $165,733 at 4% or $110,488 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$1,240,287$66,293$13,259iApproximate average salary by contribution assumption: employee only about $331,465 at 4% or $220,977 at 6%; with 50% employer match about $220,977 at 4% or $147,318 at 6%; with 100% employer match about $165,733 at 4% or $110,488 at 6%.
200615$1,121,749$62,619$12,524iApproximate average salary by contribution assumption: employee only about $313,095 at 4% or $208,730 at 6%; with 50% employer match about $208,730 at 4% or $139,153 at 6%; with 100% employer match about $156,548 at 4% or $104,365 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$1,121,749$62,619$12,524iApproximate average salary by contribution assumption: employee only about $313,095 at 4% or $208,730 at 6%; with 50% employer match about $208,730 at 4% or $139,153 at 6%; with 100% employer match about $156,548 at 4% or $104,365 at 6%.
200515$933,739$56,819$11,364iApproximate average salary by contribution assumption: employee only about $284,095 at 4% or $189,397 at 6%; with 50% employer match about $189,397 at 4% or $126,264 at 6%; with 100% employer match about $142,048 at 4% or $94,698 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$933,739$56,819$11,364iApproximate average salary by contribution assumption: employee only about $284,095 at 4% or $189,397 at 6%; with 50% employer match about $189,397 at 4% or $126,264 at 6%; with 100% employer match about $142,048 at 4% or $94,698 at 6%.
200425$823,447$57,140$11,428iApproximate average salary by contribution assumption: employee only about $285,700 at 4% or $190,467 at 6%; with 50% employer match about $190,467 at 4% or $126,978 at 6%; with 100% employer match about $142,850 at 4% or $95,233 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$823,447$57,140$11,428iApproximate average salary by contribution assumption: employee only about $285,700 at 4% or $190,467 at 6%; with 50% employer match about $190,467 at 4% or $126,978 at 6%; with 100% employer match about $142,850 at 4% or $95,233 at 6%.
JAMES F WESTMAN PROFIT SHARING PLAN-0---
200325$710,000$142,766$28,553iApproximate average salary by contribution assumption: employee only about $713,830 at 4% or $475,887 at 6%; with 50% employer match about $475,887 at 4% or $317,258 at 6%; with 100% employer match about $356,915 at 4% or $237,943 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$703,545$142,766$28,553iApproximate average salary by contribution assumption: employee only about $713,830 at 4% or $475,887 at 6%; with 50% employer match about $475,887 at 4% or $317,258 at 6%; with 100% employer match about $356,915 at 4% or $237,943 at 6%.
JAMES F WESTMAN PROFIT SHARING PLAN-3$6,455--
200225$546,932$132,189$26,438iApproximate average salary by contribution assumption: employee only about $660,945 at 4% or $440,630 at 6%; with 50% employer match about $440,630 at 4% or $293,753 at 6%; with 100% employer match about $330,473 at 4% or $220,315 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$451,784$132,189$26,438iApproximate average salary by contribution assumption: employee only about $660,945 at 4% or $440,630 at 6%; with 50% employer match about $440,630 at 4% or $293,753 at 6%; with 100% employer match about $330,473 at 4% or $220,315 at 6%.
JAMES F WESTMAN PROFIT SHARING PLAN-4$95,148--
200120$181,655$0-
JAMES F WESTMAN PROFIT SHARING PLAN-0$181,655--
James F. Westman Profit Sharing & 401K Plan-0---
200025$382,159$108,062$21,612iApproximate average salary by contribution assumption: employee only about $540,310 at 4% or $360,207 at 6%; with 50% employer match about $360,207 at 4% or $240,138 at 6%; with 100% employer match about $270,155 at 4% or $180,103 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$382,159$108,062$21,612iApproximate average salary by contribution assumption: employee only about $540,310 at 4% or $360,207 at 6%; with 50% employer match about $360,207 at 4% or $240,138 at 6%; with 100% employer match about $270,155 at 4% or $180,103 at 6%.
JAMES F WESTMAN PROFIT SHARING PLAN-4---
199915$313,732$58,450$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.
James F. Westman Profit Sharing & 401K Plan-5$313,732$58,450$11,690iApproximate average salary by contribution assumption: employee only about $292,250 at 4% or $194,833 at 6%; with 50% employer match about $194,833 at 4% or $129,889 at 6%; with 100% employer match about $146,125 at 4% or $97,417 at 6%.