Civic Intelligence

WESTMARK WEALTH MANAGEMENT, LLC

Plan context: WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN

EIN 46-2972454 • Phoenix, AZ • 8 filings • 1 plans

5050 N. 40th St., Suite 140Phoenix, AZ 85018-2133
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,073,657

2025 Contributions

$94,039

Historical Graphs

Total Assets Over Time

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

$1,073,657$536,829$0201820222025YearValue
$1,073,657Latest year 2025

Participants Over Time

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

840201820222025YearValue
7Latest year 2025

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
202517$1,073,657$94,039$13,434iApproximate average salary by contribution assumption: employee only about $335,854 at 4% or $223,902 at 6%; with 50% employer match about $223,902 at 4% or $149,268 at 6%; with 100% employer match about $167,927 at 4% or $111,951 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-7$1,073,657$94,039$13,434iApproximate average salary by contribution assumption: employee only about $335,854 at 4% or $223,902 at 6%; with 50% employer match about $223,902 at 4% or $149,268 at 6%; with 100% employer match about $167,927 at 4% or $111,951 at 6%.
202417$804,871$87,342$12,477iApproximate average salary by contribution assumption: employee only about $311,936 at 4% or $207,957 at 6%; with 50% employer match about $207,957 at 4% or $138,638 at 6%; with 100% employer match about $155,968 at 4% or $103,979 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-7$804,871$87,342$12,477iApproximate average salary by contribution assumption: employee only about $311,936 at 4% or $207,957 at 6%; with 50% employer match about $207,957 at 4% or $138,638 at 6%; with 100% employer match about $155,968 at 4% or $103,979 at 6%.
202318$623,487$86,419$10,802iApproximate average salary by contribution assumption: employee only about $270,059 at 4% or $180,040 at 6%; with 50% employer match about $180,040 at 4% or $120,026 at 6%; with 100% employer match about $135,030 at 4% or $90,020 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-8$623,487$86,419$10,802iApproximate average salary by contribution assumption: employee only about $270,059 at 4% or $180,040 at 6%; with 50% employer match about $180,040 at 4% or $120,026 at 6%; with 100% employer match about $135,030 at 4% or $90,020 at 6%.
202216$439,364$76,047$12,675iApproximate average salary by contribution assumption: employee only about $316,863 at 4% or $211,242 at 6%; with 50% employer match about $211,242 at 4% or $140,828 at 6%; with 100% employer match about $158,431 at 4% or $105,621 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-6$439,364$76,047$12,675iApproximate average salary by contribution assumption: employee only about $316,863 at 4% or $211,242 at 6%; with 50% employer match about $211,242 at 4% or $140,828 at 6%; with 100% employer match about $158,431 at 4% or $105,621 at 6%.
202116$448,765$91,288$15,215iApproximate average salary by contribution assumption: employee only about $380,367 at 4% or $253,578 at 6%; with 50% employer match about $253,578 at 4% or $169,052 at 6%; with 100% employer match about $190,183 at 4% or $126,789 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-6$448,765$91,288$15,215iApproximate average salary by contribution assumption: employee only about $380,367 at 4% or $253,578 at 6%; with 50% employer match about $253,578 at 4% or $169,052 at 6%; with 100% employer match about $190,183 at 4% or $126,789 at 6%.
202015$298,737$91,090$18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-5$298,737$91,090$18,218iApproximate average salary by contribution assumption: employee only about $455,450 at 4% or $303,633 at 6%; with 50% employer match about $303,633 at 4% or $202,422 at 6%; with 100% employer match about $227,725 at 4% or $151,817 at 6%.
201914$157,432$80,835$20,209iApproximate average salary by contribution assumption: employee only about $505,219 at 4% or $336,813 at 6%; with 50% employer match about $336,813 at 4% or $224,542 at 6%; with 100% employer match about $252,609 at 4% or $168,406 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$157,432$80,835$20,209iApproximate average salary by contribution assumption: employee only about $505,219 at 4% or $336,813 at 6%; with 50% employer match about $336,813 at 4% or $224,542 at 6%; with 100% employer match about $252,609 at 4% or $168,406 at 6%.
201814$57,829$65,803$16,451iApproximate average salary by contribution assumption: employee only about $411,269 at 4% or $274,179 at 6%; with 50% employer match about $274,179 at 4% or $182,786 at 6%; with 100% employer match about $205,634 at 4% or $137,090 at 6%.
WESTMARK WEALTH MANAGEMENT, LLC 401(K) PLAN-4$57,829$65,803$16,451iApproximate average salary by contribution assumption: employee only about $411,269 at 4% or $274,179 at 6%; with 50% employer match about $274,179 at 4% or $182,786 at 6%; with 100% employer match about $205,634 at 4% or $137,090 at 6%.