Civic Intelligence

Westover Capital Advisors LLC

Plan context: WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN

EIN 51-0394662 • Wilmington, DE • 29 filings • 3 plans

1013 Centre RoadSuite 405Wilmington, DE 19805
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$3,799,912

2024 Contributions

$675,919

Historical Graphs

Total Assets Over Time

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

$3,799,912$1,899,956$0201020172024YearValue
$3,799,912Latest year 2024

Participants Over Time

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

1160201020172024YearValue
11Latest 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
2024211$3,799,912$675,919$61,447iApproximate average salary by contribution assumption: employee only about $1,536,180 at 4% or $1,024,120 at 6%; with 50% employer match about $1,024,120 at 4% or $682,746 at 6%; with 100% employer match about $768,090 at 4% or $512,060 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-5$2,215,398$500,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-11$1,584,514$175,919$15,993iApproximate average salary by contribution assumption: employee only about $399,816 at 4% or $266,544 at 6%; with 50% employer match about $266,544 at 4% or $177,696 at 6%; with 100% employer match about $199,908 at 4% or $133,272 at 6%.
202329$2,848,687$415,439$46,160iApproximate average salary by contribution assumption: employee only about $1,153,997 at 4% or $769,331 at 6%; with 50% employer match about $769,331 at 4% or $512,888 at 6%; with 100% employer match about $576,999 at 4% or $384,666 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-4$1,576,928$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-9$1,271,759$115,439$12,827iApproximate average salary by contribution assumption: employee only about $320,664 at 4% or $213,776 at 6%; with 50% employer match about $213,776 at 4% or $142,517 at 6%; with 100% employer match about $160,332 at 4% or $106,888 at 6%.
202229$2,268,781$457,637$50,849iApproximate average salary by contribution assumption: employee only about $1,271,214 at 4% or $847,476 at 6%; with 50% employer match about $847,476 at 4% or $564,984 at 6%; with 100% employer match about $635,607 at 4% or $423,738 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-3$1,181,789$400,000$133,333iApproximate average salary by contribution assumption: employee only about $3,333,333 at 4% or $2,222,222 at 6%; with 50% employer match about $2,222,222 at 4% or $1,481,481 at 6%; with 100% employer match about $1,666,667 at 4% or $1,111,111 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-9$1,086,992$57,637$6,404iApproximate average salary by contribution assumption: employee only about $160,103 at 4% or $106,735 at 6%; with 50% employer match about $106,735 at 4% or $71,157 at 6%; with 100% employer match about $80,051 at 4% or $53,368 at 6%.
202127$2,384,199$526,702$75,243iApproximate average salary by contribution assumption: employee only about $1,881,079 at 4% or $1,254,052 at 6%; with 50% employer match about $1,254,052 at 4% or $836,035 at 6%; with 100% employer match about $940,539 at 4% or $627,026 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-7$1,250,366$92,149$13,164iApproximate average salary by contribution assumption: employee only about $329,104 at 4% or $219,402 at 6%; with 50% employer match about $219,402 at 4% or $146,268 at 6%; with 100% employer match about $164,552 at 4% or $109,701 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-3$1,133,833$434,553$144,851iApproximate average salary by contribution assumption: employee only about $3,621,275 at 4% or $2,414,183 at 6%; with 50% employer match about $2,414,183 at 4% or $1,609,456 at 6%; with 100% employer match about $1,810,638 at 4% or $1,207,092 at 6%.
202024$1,756,544$330,737$82,684iApproximate average salary by contribution assumption: employee only about $2,067,106 at 4% or $1,378,071 at 6%; with 50% employer match about $1,378,071 at 4% or $918,714 at 6%; with 100% employer match about $1,033,553 at 4% or $689,035 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-4$1,028,754$55,059$13,765iApproximate average salary by contribution assumption: employee only about $344,119 at 4% or $229,413 at 6%; with 50% employer match about $229,413 at 4% or $152,942 at 6%; with 100% employer match about $172,059 at 4% or $114,706 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-3$727,790$275,678$91,893iApproximate average salary by contribution assumption: employee only about $2,297,317 at 4% or $1,531,544 at 6%; with 50% employer match about $1,531,544 at 4% or $1,021,030 at 6%; with 100% employer match about $1,148,658 at 4% or $765,772 at 6%.
201925$1,312,062$378,936$75,787iApproximate average salary by contribution assumption: employee only about $1,894,680 at 4% or $1,263,120 at 6%; with 50% employer match about $1,263,120 at 4% or $842,080 at 6%; with 100% employer match about $947,340 at 4% or $631,560 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$838,177$81,689$16,338iApproximate average salary by contribution assumption: employee only about $408,445 at 4% or $272,297 at 6%; with 50% employer match about $272,297 at 4% or $181,531 at 6%; with 100% employer match about $204,223 at 4% or $136,148 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-3$473,885$297,247$99,082iApproximate average salary by contribution assumption: employee only about $2,477,058 at 4% or $1,651,372 at 6%; with 50% employer match about $1,651,372 at 4% or $1,100,915 at 6%; with 100% employer match about $1,238,529 at 4% or $825,686 at 6%.
201827$1,004,415$374,629$53,518iApproximate average salary by contribution assumption: employee only about $1,337,961 at 4% or $891,974 at 6%; with 50% employer match about $891,974 at 4% or $594,649 at 6%; with 100% employer match about $668,980 at 4% or $445,987 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-7$750,415$120,629$17,233iApproximate average salary by contribution assumption: employee only about $430,818 at 4% or $287,212 at 6%; with 50% employer match about $287,212 at 4% or $191,475 at 6%; with 100% employer match about $215,409 at 4% or $143,606 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-3$254,000$254,000$84,667iApproximate average salary by contribution assumption: employee only about $2,116,667 at 4% or $1,411,111 at 6%; with 50% employer match about $1,411,111 at 4% or $940,741 at 6%; with 100% employer match about $1,058,333 at 4% or $705,556 at 6%.
201715$909,233$215,847$43,169iApproximate average salary by contribution assumption: employee only about $1,079,235 at 4% or $719,490 at 6%; with 50% employer match about $719,490 at 4% or $479,660 at 6%; with 100% employer match about $539,618 at 4% or $359,745 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$909,233$215,847$43,169iApproximate average salary by contribution assumption: employee only about $1,079,235 at 4% or $719,490 at 6%; with 50% employer match about $719,490 at 4% or $479,660 at 6%; with 100% employer match about $539,618 at 4% or $359,745 at 6%.
201625$834,970$374,798$74,960iApproximate average salary by contribution assumption: employee only about $1,873,990 at 4% or $1,249,327 at 6%; with 50% employer match about $1,249,327 at 4% or $832,884 at 6%; with 100% employer match about $936,995 at 4% or $624,663 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$834,970$208,650$41,730iApproximate average salary by contribution assumption: employee only about $1,043,250 at 4% or $695,500 at 6%; with 50% employer match about $695,500 at 4% or $463,667 at 6%; with 100% employer match about $521,625 at 4% or $347,750 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-0$0$166,148-
201525$2,279,470$437,800$87,560iApproximate average salary by contribution assumption: employee only about $2,189,000 at 4% or $1,459,333 at 6%; with 50% employer match about $1,459,333 at 4% or $972,889 at 6%; with 100% employer match about $1,094,500 at 4% or $729,667 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-5$1,704,362$331,750$66,350iApproximate average salary by contribution assumption: employee only about $1,658,750 at 4% or $1,105,833 at 6%; with 50% employer match about $1,105,833 at 4% or $737,222 at 6%; with 100% employer match about $829,375 at 4% or $552,917 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$575,108$106,050$21,210iApproximate average salary by contribution assumption: employee only about $530,250 at 4% or $353,500 at 6%; with 50% employer match about $353,500 at 4% or $235,667 at 6%; with 100% employer match about $265,125 at 4% or $176,750 at 6%.
201425$1,867,991$459,822$91,964iApproximate average salary by contribution assumption: employee only about $2,299,110 at 4% or $1,532,740 at 6%; with 50% employer match about $1,532,740 at 4% or $1,021,827 at 6%; with 100% employer match about $1,149,555 at 4% or $766,370 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-5$1,382,301$266,822$53,364iApproximate average salary by contribution assumption: employee only about $1,334,110 at 4% or $889,407 at 6%; with 50% employer match about $889,407 at 4% or $592,938 at 6%; with 100% employer match about $667,055 at 4% or $444,703 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$485,690$193,000$38,600iApproximate average salary by contribution assumption: employee only about $965,000 at 4% or $643,333 at 6%; with 50% employer match about $643,333 at 4% or $428,889 at 6%; with 100% employer match about $482,500 at 4% or $321,667 at 6%.
201325$1,673,785$437,585$87,517iApproximate average salary by contribution assumption: employee only about $2,187,925 at 4% or $1,458,617 at 6%; with 50% employer match about $1,458,617 at 4% or $972,411 at 6%; with 100% employer match about $1,093,963 at 4% or $729,308 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-5$1,076,819$254,476$50,895iApproximate average salary by contribution assumption: employee only about $1,272,380 at 4% or $848,253 at 6%; with 50% employer match about $848,253 at 4% or $565,502 at 6%; with 100% employer match about $636,190 at 4% or $424,127 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$596,966$183,109$36,622iApproximate average salary by contribution assumption: employee only about $915,545 at 4% or $610,363 at 6%; with 50% employer match about $610,363 at 4% or $406,909 at 6%; with 100% employer match about $457,773 at 4% or $305,182 at 6%.
201225$1,118,859$418,524$83,705iApproximate average salary by contribution assumption: employee only about $2,092,620 at 4% or $1,395,080 at 6%; with 50% employer match about $1,395,080 at 4% or $930,053 at 6%; with 100% employer match about $1,046,310 at 4% or $697,540 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-5$783,560$250,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-5$335,299$168,524$33,705iApproximate average salary by contribution assumption: employee only about $842,620 at 4% or $561,747 at 6%; with 50% employer match about $561,747 at 4% or $374,498 at 6%; with 100% employer match about $421,310 at 4% or $280,873 at 6%.
201124$650,247$324,435$81,109iApproximate average salary by contribution assumption: employee only about $2,027,719 at 4% or $1,351,813 at 6%; with 50% employer match about $1,351,813 at 4% or $901,208 at 6%; with 100% employer match about $1,013,859 at 4% or $675,906 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-4$502,552$251,538$62,885iApproximate average salary by contribution assumption: employee only about $1,572,113 at 4% or $1,048,075 at 6%; with 50% employer match about $1,048,075 at 4% or $698,717 at 6%; with 100% employer match about $786,056 at 4% or $524,038 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-4$147,695$72,897$18,224iApproximate average salary by contribution assumption: employee only about $455,606 at 4% or $303,738 at 6%; with 50% employer match about $303,738 at 4% or $202,492 at 6%; with 100% employer match about $227,803 at 4% or $151,869 at 6%.
201024$331,721$317,721$79,430iApproximate average salary by contribution assumption: employee only about $1,985,756 at 4% or $1,323,838 at 6%; with 50% employer match about $1,323,838 at 4% or $882,558 at 6%; with 100% employer match about $992,878 at 4% or $661,919 at 6%.
WESTOVER CAPITAL ADVISORS, LLC CASH BALANCE PLAN-4$243,979$243,979$60,995iApproximate average salary by contribution assumption: employee only about $1,524,869 at 4% or $1,016,579 at 6%; with 50% employer match about $1,016,579 at 4% or $677,719 at 6%; with 100% employer match about $762,434 at 4% or $508,290 at 6%.
Westover Capital Advisors LLC 401(K) Profit Sharing Plan-4$87,742$73,742$18,436iApproximate average salary by contribution assumption: employee only about $460,888 at 4% or $307,258 at 6%; with 50% employer match about $307,258 at 4% or $204,839 at 6%; with 100% employer match about $230,444 at 4% or $153,629 at 6%.