E. Whitney Westgate DBA Windsor Financial Group
Plan context: E. Whitney Westgate DBA Wfg 401K P/S Plan
EIN 43-1501487 • 3 filings • 2 plans
Current Snapshot
Latest Year
2007
2007 Participants
4
2007 Assets
$186,764
2007 Contributions
$59,101
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
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 4 | $186,764 | $59,101 | $14,775iApproximate average salary by contribution assumption: employee only about $369,381 at 4% or $246,254 at 6%; with 50% employer match about $246,254 at 4% or $164,169 at 6%; with 100% employer match about $184,691 at 4% or $123,127 at 6%. |
| E. Whitney Westgate DBA Wfg 401K P/S Plan | - | 4 | $186,764 | $59,101 | $14,775iApproximate average salary by contribution assumption: employee only about $369,381 at 4% or $246,254 at 6%; with 50% employer match about $246,254 at 4% or $164,169 at 6%; with 100% employer match about $184,691 at 4% or $123,127 at 6%. |
| 2006 | 1 | 4 | $105,979 | $52,569 | $13,142iApproximate average salary by contribution assumption: employee only about $328,556 at 4% or $219,038 at 6%; with 50% employer match about $219,038 at 4% or $146,025 at 6%; with 100% employer match about $164,278 at 4% or $109,519 at 6%. |
| E. Whitney Westgate DBA Wfg 401K P/S Plan | - | 4 | $105,979 | $52,569 | $13,142iApproximate average salary by contribution assumption: employee only about $328,556 at 4% or $219,038 at 6%; with 50% employer match about $219,038 at 4% or $146,025 at 6%; with 100% employer match about $164,278 at 4% or $109,519 at 6%. |
| 2005 | 1 | 4 | $41,801 | $39,365 | $9,841iApproximate average salary by contribution assumption: employee only about $246,031 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,347 at 6%; with 100% employer match about $123,016 at 4% or $82,010 at 6%. |
| E. Whitney Westgate DBA Wfg 401K P/S Plan | - | 4 | $41,801 | $39,365 | $9,841iApproximate average salary by contribution assumption: employee only about $246,031 at 4% or $164,021 at 6%; with 50% employer match about $164,021 at 4% or $109,347 at 6%; with 100% employer match about $123,016 at 4% or $82,010 at 6%. |