Civic Intelligence

Western Capital Financial Serv

Plan context: Western Capital Financial Serv 401 K Profit Sharing Plan Trust

EIN 46-0675314 • Calabasas, CA • 4 filings • 1 plans

26025 Mureau RdSuite 220Calabasas, CA 91302
Current Snapshot

Latest Year

2017

2017 Participants

32

2017 Assets

$28,466

2017 Contributions

$7,093

Historical Graphs

Total Assets Over Time

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

$30,377$15,189$0201420162017YearValue
$28,466Latest year 2017

Participants Over Time

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

32160201420162017YearValue
32Latest year 2017

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
2017132$28,466$7,093$222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,771 at 4% or $1,847 at 6%.
Western Capital Financial Serv 401 K Profit Sharing Plan Trust-32$28,466$7,093$222iApproximate average salary by contribution assumption: employee only about $5,541 at 4% or $3,694 at 6%; with 50% employer match about $3,694 at 4% or $2,463 at 6%; with 100% employer match about $2,771 at 4% or $1,847 at 6%.
2016130$30,377$16,171$539iApproximate average salary by contribution assumption: employee only about $13,476 at 4% or $8,984 at 6%; with 50% employer match about $8,984 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%.
Western Capital Financial Serv 401 K Profit Sharing Plan Trust-30$30,377$16,171$539iApproximate average salary by contribution assumption: employee only about $13,476 at 4% or $8,984 at 6%; with 50% employer match about $8,984 at 4% or $5,989 at 6%; with 100% employer match about $6,738 at 4% or $4,492 at 6%.
2015122$17,799$31,104$1,414iApproximate average salary by contribution assumption: employee only about $35,345 at 4% or $23,564 at 6%; with 50% employer match about $23,564 at 4% or $15,709 at 6%; with 100% employer match about $17,673 at 4% or $11,782 at 6%.
Western Capital Financial Serv 401 K Profit Sharing Plan Trust-22$17,799$31,104$1,414iApproximate average salary by contribution assumption: employee only about $35,345 at 4% or $23,564 at 6%; with 50% employer match about $23,564 at 4% or $15,709 at 6%; with 100% employer match about $17,673 at 4% or $11,782 at 6%.
2014117$9,643$9,673$569iApproximate average salary by contribution assumption: employee only about $14,225 at 4% or $9,483 at 6%; with 50% employer match about $9,483 at 4% or $6,322 at 6%; with 100% employer match about $7,113 at 4% or $4,742 at 6%.
Western Capital Financial Serv 401 K Profit Sharing Plan Trust-17$9,643$9,673$569iApproximate average salary by contribution assumption: employee only about $14,225 at 4% or $9,483 at 6%; with 50% employer match about $9,483 at 4% or $6,322 at 6%; with 100% employer match about $7,113 at 4% or $4,742 at 6%.