Civic Intelligence

Westmount Asset Management LLC

Plan context: Westmount Asset Management 401(K) Plan

EIN 45-2550468 • Los Angeles, CA • 19 filings • 4 plans

2049 Century Park East,Suite 2500Los Angeles, CA 90067-3124
Current Snapshot

Latest Year

2024

2024 Participants

45

2024 Assets

$20,892,573

2024 Contributions

$1,118,564

Historical Graphs

Total Assets Over Time

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

$20,892,573$10,446,287$0201120182024YearValue
$20,892,573Latest year 2024

Participants Over Time

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

45230201120182024YearValue
45Latest year 2024

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
2024145$20,892,573$1,118,564$24,857iApproximate average salary by contribution assumption: employee only about $621,424 at 4% or $414,283 at 6%; with 50% employer match about $414,283 at 4% or $276,189 at 6%; with 100% employer match about $310,712 at 4% or $207,141 at 6%.
Westmount Asset Management 401(K) Plan-45$20,892,573$1,118,564$24,857iApproximate average salary by contribution assumption: employee only about $621,424 at 4% or $414,283 at 6%; with 50% employer match about $414,283 at 4% or $276,189 at 6%; with 100% employer match about $310,712 at 4% or $207,141 at 6%.
2023141$17,035,456$999,765$24,385iApproximate average salary by contribution assumption: employee only about $609,613 at 4% or $406,409 at 6%; with 50% employer match about $406,409 at 4% or $270,939 at 6%; with 100% employer match about $304,806 at 4% or $203,204 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-41$17,035,456$999,765$24,385iApproximate average salary by contribution assumption: employee only about $609,613 at 4% or $406,409 at 6%; with 50% employer match about $406,409 at 4% or $270,939 at 6%; with 100% employer match about $304,806 at 4% or $203,204 at 6%.
2022143$13,747,499$947,459$22,034iApproximate average salary by contribution assumption: employee only about $550,848 at 4% or $367,232 at 6%; with 50% employer match about $367,232 at 4% or $244,821 at 6%; with 100% employer match about $275,424 at 4% or $183,616 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-43$13,747,499$947,459$22,034iApproximate average salary by contribution assumption: employee only about $550,848 at 4% or $367,232 at 6%; with 50% employer match about $367,232 at 4% or $244,821 at 6%; with 100% employer match about $275,424 at 4% or $183,616 at 6%.
2021139$16,527,278$842,551$21,604iApproximate average salary by contribution assumption: employee only about $540,097 at 4% or $360,065 at 6%; with 50% employer match about $360,065 at 4% or $240,043 at 6%; with 100% employer match about $270,048 at 4% or $180,032 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-39$16,527,278$842,551$21,604iApproximate average salary by contribution assumption: employee only about $540,097 at 4% or $360,065 at 6%; with 50% employer match about $360,065 at 4% or $240,043 at 6%; with 100% employer match about $270,048 at 4% or $180,032 at 6%.
2020137$13,706,135$852,312$23,035iApproximate average salary by contribution assumption: employee only about $575,886 at 4% or $383,924 at 6%; with 50% employer match about $383,924 at 4% or $255,950 at 6%; with 100% employer match about $287,943 at 4% or $191,962 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-37$13,706,135$852,312$23,035iApproximate average salary by contribution assumption: employee only about $575,886 at 4% or $383,924 at 6%; with 50% employer match about $383,924 at 4% or $255,950 at 6%; with 100% employer match about $287,943 at 4% or $191,962 at 6%.
2019136$11,849,972$1,000,772$27,799iApproximate average salary by contribution assumption: employee only about $694,981 at 4% or $463,320 at 6%; with 50% employer match about $463,320 at 4% or $308,880 at 6%; with 100% employer match about $347,490 at 4% or $231,660 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-36$11,849,972$1,000,772$27,799iApproximate average salary by contribution assumption: employee only about $694,981 at 4% or $463,320 at 6%; with 50% employer match about $463,320 at 4% or $308,880 at 6%; with 100% employer match about $347,490 at 4% or $231,660 at 6%.
2018131$9,375,039$747,109$24,100iApproximate average salary by contribution assumption: employee only about $602,507 at 4% or $401,672 at 6%; with 50% employer match about $401,672 at 4% or $267,781 at 6%; with 100% employer match about $301,254 at 4% or $200,836 at 6%.
WESTMOUNT ASSET MANAGEMENT 401(K) PLAN-31$9,375,039$747,109$24,100iApproximate average salary by contribution assumption: employee only about $602,507 at 4% or $401,672 at 6%; with 50% employer match about $401,672 at 4% or $267,781 at 6%; with 100% employer match about $301,254 at 4% or $200,836 at 6%.
2017130$9,823,094$732,312$24,410iApproximate average salary by contribution assumption: employee only about $610,260 at 4% or $406,840 at 6%; with 50% employer match about $406,840 at 4% or $271,227 at 6%; with 100% employer match about $305,130 at 4% or $203,420 at 6%.
Westmount Asset Management 401(K) Plan-30$9,823,094$732,312$24,410iApproximate average salary by contribution assumption: employee only about $610,260 at 4% or $406,840 at 6%; with 50% employer match about $406,840 at 4% or $271,227 at 6%; with 100% employer match about $305,130 at 4% or $203,420 at 6%.
2016128$8,249,651$946,881$33,817iApproximate average salary by contribution assumption: employee only about $845,429 at 4% or $563,620 at 6%; with 50% employer match about $563,620 at 4% or $375,746 at 6%; with 100% employer match about $422,715 at 4% or $281,810 at 6%.
Westmount Asset Management 401(K) Plan-28$8,249,651$946,881$33,817iApproximate average salary by contribution assumption: employee only about $845,429 at 4% or $563,620 at 6%; with 50% employer match about $563,620 at 4% or $375,746 at 6%; with 100% employer match about $422,715 at 4% or $281,810 at 6%.
2015224$6,857,463$571,747$23,823iApproximate average salary by contribution assumption: employee only about $595,570 at 4% or $397,047 at 6%; with 50% employer match about $397,047 at 4% or $264,698 at 6%; with 100% employer match about $297,785 at 4% or $198,523 at 6%.
Westmount Asset Management 401(K) Plan-24$6,857,463$571,747$23,823iApproximate average salary by contribution assumption: employee only about $595,570 at 4% or $397,047 at 6%; with 50% employer match about $397,047 at 4% or $264,698 at 6%; with 100% employer match about $297,785 at 4% or $198,523 at 6%.
WESTMOUNT ASSET MANAGEMENT, INC. PROFIT SHARING PLAN-0$0$0-
2014223$6,481,501$809,842$35,211iApproximate average salary by contribution assumption: employee only about $880,263 at 4% or $586,842 at 6%; with 50% employer match about $586,842 at 4% or $391,228 at 6%; with 100% employer match about $440,132 at 4% or $293,421 at 6%.
WESTMOUNT ASSET MANAGEMENT, INC. PROFIT SHARING PLAN-22$3,669,955$248,257$11,284iApproximate average salary by contribution assumption: employee only about $282,110 at 4% or $188,073 at 6%; with 50% employer match about $188,073 at 4% or $125,382 at 6%; with 100% employer match about $141,055 at 4% or $94,037 at 6%.
Westmount Asset Management 401(K) Plan-23$2,811,546$561,585$24,417iApproximate average salary by contribution assumption: employee only about $610,418 at 4% or $406,946 at 6%; with 50% employer match about $406,946 at 4% or $271,297 at 6%; with 100% employer match about $305,209 at 4% or $203,473 at 6%.
2013219$5,619,111$606,651$31,929iApproximate average salary by contribution assumption: employee only about $798,225 at 4% or $532,150 at 6%; with 50% employer match about $532,150 at 4% or $354,767 at 6%; with 100% employer match about $399,113 at 4% or $266,075 at 6%.
WESTMOUNT ASSET MANAGEMENT, INC. PROFIT SHARING PLAN-19$3,389,315$215,260$11,329iApproximate average salary by contribution assumption: employee only about $283,237 at 4% or $188,825 at 6%; with 50% employer match about $188,825 at 4% or $125,883 at 6%; with 100% employer match about $141,618 at 4% or $94,412 at 6%.
Westmount Asset Management 401(K) Plan-19$2,229,796$391,391$20,600iApproximate average salary by contribution assumption: employee only about $514,988 at 4% or $343,325 at 6%; with 50% employer match about $343,325 at 4% or $228,884 at 6%; with 100% employer match about $257,494 at 4% or $171,663 at 6%.
2012221$4,719,733$662,456$31,546iApproximate average salary by contribution assumption: employee only about $788,638 at 4% or $525,759 at 6%; with 50% employer match about $525,759 at 4% or $350,506 at 6%; with 100% employer match about $394,319 at 4% or $262,879 at 6%.
WESTMOUNT ASSET MANAGEMENT, INC. PROFIT SHARING PLAN-21$2,787,638$203,838$9,707iApproximate average salary by contribution assumption: employee only about $242,664 at 4% or $161,776 at 6%; with 50% employer match about $161,776 at 4% or $107,851 at 6%; with 100% employer match about $121,332 at 4% or $80,888 at 6%.
Westmount Asset Management 401(K) Plan-20$1,932,095$458,618$22,931iApproximate average salary by contribution assumption: employee only about $573,273 at 4% or $382,182 at 6%; with 50% employer match about $382,182 at 4% or $254,788 at 6%; with 100% employer match about $286,636 at 4% or $191,091 at 6%.
2011220$3,594,338$644,205$32,210iApproximate average salary by contribution assumption: employee only about $805,256 at 4% or $536,838 at 6%; with 50% employer match about $536,838 at 4% or $357,892 at 6%; with 100% employer match about $402,628 at 4% or $268,419 at 6%.
WESTMOUNT ASSET MANAGEMENT, INC. PROFIT SHARING PLAN-20$2,332,900$198,816$9,941iApproximate average salary by contribution assumption: employee only about $248,520 at 4% or $165,680 at 6%; with 50% employer match about $165,680 at 4% or $110,453 at 6%; with 100% employer match about $124,260 at 4% or $82,840 at 6%.
Westmount Asset Management 401(K) Plan-18$1,261,438$445,389$24,744iApproximate average salary by contribution assumption: employee only about $618,596 at 4% or $412,397 at 6%; with 50% employer match about $412,397 at 4% or $274,931 at 6%; with 100% employer match about $309,298 at 4% or $206,199 at 6%.
Westmount Asset Management LLC | EIN 45-2550468 | 2024 Form 5500 Company Profile