Civic Intelligence

West & Associates, a PC

Plan context: WEST AND ASSOCIATES, A PC 401(K) PLAN

EIN 51-0499358 • Walnut Creek, CA • 7 filings • 4 plans

3050 Citrus Circle, Suite 207Walnut Creek, CA 94598
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$14,573

2024 Contributions

$14,056

Historical Graphs

Total Assets Over Time

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

$14,573$7,287$0200820112024YearValue
$14,573Latest year 2024

Participants Over Time

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

420200820112024YearValue
4Latest 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
202414$14,573$14,056$3,514iApproximate average salary by contribution assumption: employee only about $87,850 at 4% or $58,567 at 6%; with 50% employer match about $58,567 at 4% or $39,044 at 6%; with 100% employer match about $43,925 at 4% or $29,283 at 6%.
WEST AND ASSOCIATES, A PC 401(K) PLAN-4$14,573$14,056$3,514iApproximate average salary by contribution assumption: employee only about $87,850 at 4% or $58,567 at 6%; with 50% employer match about $58,567 at 4% or $39,044 at 6%; with 100% employer match about $43,925 at 4% or $29,283 at 6%.
201222$10,565$0-
West & Associates, a PC 401(K) P/S Plan-2$10,565$0-
West & Associates, a PC 401(K) P/S Plan-0$0$0-
201112$9,785$0-
West & Associates, a PC 401(K) P/S Plan-2$9,785$0-
201012$9,829$630$315iApproximate average salary by contribution assumption: employee only about $7,875 at 4% or $5,250 at 6%; with 50% employer match about $5,250 at 4% or $3,500 at 6%; with 100% employer match about $3,938 at 4% or $2,625 at 6%.
West & Associates, a PC 401(K) P/S Plan-2$9,829$630$315iApproximate average salary by contribution assumption: employee only about $7,875 at 4% or $5,250 at 6%; with 50% employer match about $5,250 at 4% or $3,500 at 6%; with 100% employer match about $3,938 at 4% or $2,625 at 6%.
200912$8,287$1,570$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
West & Associates, a PC 401(K) P/S Plan-2$8,287$1,570$785iApproximate average salary by contribution assumption: employee only about $19,625 at 4% or $13,083 at 6%; with 50% employer match about $13,083 at 4% or $8,722 at 6%; with 100% employer match about $9,813 at 4% or $6,542 at 6%.
200812$5,748$6,612$3,306iApproximate average salary by contribution assumption: employee only about $82,650 at 4% or $55,100 at 6%; with 50% employer match about $55,100 at 4% or $36,733 at 6%; with 100% employer match about $41,325 at 4% or $27,550 at 6%.
West & Associates, a PC 401(K) P/S Plan-2$5,748$6,612$3,306iApproximate average salary by contribution assumption: employee only about $82,650 at 4% or $55,100 at 6%; with 50% employer match about $55,100 at 4% or $36,733 at 6%; with 100% employer match about $41,325 at 4% or $27,550 at 6%.