Westpac Wealth Partners LLC
Plan context: Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust
EIN 46-2553141 • San Diego, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
46
2024 Assets
$3,177,293
2024 Contributions
$644,996
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 46 | $3,177,293 | $644,996 | $14,022iApproximate average salary by contribution assumption: employee only about $350,541 at 4% or $233,694 at 6%; with 50% employer match about $233,694 at 4% or $155,796 at 6%; with 100% employer match about $175,271 at 4% or $116,847 at 6%. |
| Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | - | 46 | $3,177,293 | $644,996 | $14,022iApproximate average salary by contribution assumption: employee only about $350,541 at 4% or $233,694 at 6%; with 50% employer match about $233,694 at 4% or $155,796 at 6%; with 100% employer match about $175,271 at 4% or $116,847 at 6%. |
| 2023 | 1 | 48 | $2,182,378 | $462,278 | $9,631iApproximate average salary by contribution assumption: employee only about $240,770 at 4% or $160,513 at 6%; with 50% employer match about $160,513 at 4% or $107,009 at 6%; with 100% employer match about $120,385 at 4% or $80,257 at 6%. |
| Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | - | 48 | $2,182,378 | $462,278 | $9,631iApproximate average salary by contribution assumption: employee only about $240,770 at 4% or $160,513 at 6%; with 50% employer match about $160,513 at 4% or $107,009 at 6%; with 100% employer match about $120,385 at 4% or $80,257 at 6%. |
| 2022 | 1 | 38 | $1,526,670 | $265,983 | $7,000iApproximate average salary by contribution assumption: employee only about $174,989 at 4% or $116,659 at 6%; with 50% employer match about $116,659 at 4% or $77,773 at 6%; with 100% employer match about $87,494 at 4% or $58,330 at 6%. |
| Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | - | 38 | $1,526,670 | $265,983 | $7,000iApproximate average salary by contribution assumption: employee only about $174,989 at 4% or $116,659 at 6%; with 50% employer match about $116,659 at 4% or $77,773 at 6%; with 100% employer match about $87,494 at 4% or $58,330 at 6%. |
| 2021 | 1 | 34 | $1,622,705 | $228,552 | $6,722iApproximate average salary by contribution assumption: employee only about $168,053 at 4% or $112,035 at 6%; with 50% employer match about $112,035 at 4% or $74,690 at 6%; with 100% employer match about $84,026 at 4% or $56,018 at 6%. |
| Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | - | 34 | $1,622,705 | $228,552 | $6,722iApproximate average salary by contribution assumption: employee only about $168,053 at 4% or $112,035 at 6%; with 50% employer match about $112,035 at 4% or $74,690 at 6%; with 100% employer match about $84,026 at 4% or $56,018 at 6%. |
| 2020 | 1 | 27 | $1,201,163 | $138,175 | $5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%. |
| Westpac Wealth Partners LLC 401(K) Profit Sharing Plan & Trust | - | 27 | $1,201,163 | $138,175 | $5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%. |