Civic Intelligence

West Coast Financial Group Inc.

Plan context: West Coast Financial Group Inc. 401(K) Plan

EIN 59-2608981 • Lutz, FL • 13 filings • 2 plans

16241 N Florida AveLutz, FL 33549-6130
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$4,095,249

2024 Contributions

$159,693

Historical Graphs

Total Assets Over Time

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

$4,095,249$2,047,625$0201220182024YearValue
$4,095,249Latest year 2024

Participants Over Time

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

1580201220182024YearValue
12Latest 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
2024112$4,095,249$159,693$13,308iApproximate average salary by contribution assumption: employee only about $332,694 at 4% or $221,796 at 6%; with 50% employer match about $221,796 at 4% or $147,864 at 6%; with 100% employer match about $166,347 at 4% or $110,898 at 6%.
West Coast Financial Group Inc. 401(K) Plan-12$4,095,249$159,693$13,308iApproximate average salary by contribution assumption: employee only about $332,694 at 4% or $221,796 at 6%; with 50% employer match about $221,796 at 4% or $147,864 at 6%; with 100% employer match about $166,347 at 4% or $110,898 at 6%.
2023113$3,590,609$159,416$12,263iApproximate average salary by contribution assumption: employee only about $306,569 at 4% or $204,379 at 6%; with 50% employer match about $204,379 at 4% or $136,253 at 6%; with 100% employer match about $153,285 at 4% or $102,190 at 6%.
West Coast Financial Group Inc. 401(K) Plan-13$3,590,609$159,416$12,263iApproximate average salary by contribution assumption: employee only about $306,569 at 4% or $204,379 at 6%; with 50% employer match about $204,379 at 4% or $136,253 at 6%; with 100% employer match about $153,285 at 4% or $102,190 at 6%.
2022112$3,023,625$146,025$12,169iApproximate average salary by contribution assumption: employee only about $304,219 at 4% or $202,813 at 6%; with 50% employer match about $202,813 at 4% or $135,208 at 6%; with 100% employer match about $152,109 at 4% or $101,406 at 6%.
West Coast Financial Group Inc. 401(K) Plan-12$3,023,625$146,025$12,169iApproximate average salary by contribution assumption: employee only about $304,219 at 4% or $202,813 at 6%; with 50% employer match about $202,813 at 4% or $135,208 at 6%; with 100% employer match about $152,109 at 4% or $101,406 at 6%.
2021115$3,290,754$193,557$12,904iApproximate average salary by contribution assumption: employee only about $322,595 at 4% or $215,063 at 6%; with 50% employer match about $215,063 at 4% or $143,376 at 6%; with 100% employer match about $161,298 at 4% or $107,532 at 6%.
West Coast Financial Group Inc. 401(K) Plan-15$3,290,754$193,557$12,904iApproximate average salary by contribution assumption: employee only about $322,595 at 4% or $215,063 at 6%; with 50% employer match about $215,063 at 4% or $143,376 at 6%; with 100% employer match about $161,298 at 4% or $107,532 at 6%.
2020112$3,022,812$195,693$16,308iApproximate average salary by contribution assumption: employee only about $407,694 at 4% or $271,796 at 6%; with 50% employer match about $271,796 at 4% or $181,197 at 6%; with 100% employer match about $203,847 at 4% or $135,898 at 6%.
West Coast Financial Group Inc. 401(K) Plan-12$3,022,812$195,693$16,308iApproximate average salary by contribution assumption: employee only about $407,694 at 4% or $271,796 at 6%; with 50% employer match about $271,796 at 4% or $181,197 at 6%; with 100% employer match about $203,847 at 4% or $135,898 at 6%.
2019111$2,599,187$1,199,730$109,066iApproximate average salary by contribution assumption: employee only about $2,726,659 at 4% or $1,817,773 at 6%; with 50% employer match about $1,817,773 at 4% or $1,211,848 at 6%; with 100% employer match about $1,363,330 at 4% or $908,886 at 6%.
West Coast Financial Group Inc. 401(K) Plan-11$2,599,187$1,199,730$109,066iApproximate average salary by contribution assumption: employee only about $2,726,659 at 4% or $1,817,773 at 6%; with 50% employer match about $1,817,773 at 4% or $1,211,848 at 6%; with 100% employer match about $1,363,330 at 4% or $908,886 at 6%.
2018112$1,135,352$90,514$7,543iApproximate average salary by contribution assumption: employee only about $188,571 at 4% or $125,714 at 6%; with 50% employer match about $125,714 at 4% or $83,809 at 6%; with 100% employer match about $94,285 at 4% or $62,857 at 6%.
West Coast Financial Group Inc. 401(K) Plan-12$1,135,352$90,514$7,543iApproximate average salary by contribution assumption: employee only about $188,571 at 4% or $125,714 at 6%; with 50% employer match about $125,714 at 4% or $83,809 at 6%; with 100% employer match about $94,285 at 4% or $62,857 at 6%.
2017113$1,159,450$177,404$13,646iApproximate average salary by contribution assumption: employee only about $341,162 at 4% or $227,441 at 6%; with 50% employer match about $227,441 at 4% or $151,627 at 6%; with 100% employer match about $170,581 at 4% or $113,721 at 6%.
West Coast Financial Group Inc. 401(K) Plan-13$1,159,450$177,404$13,646iApproximate average salary by contribution assumption: employee only about $341,162 at 4% or $227,441 at 6%; with 50% employer match about $227,441 at 4% or $151,627 at 6%; with 100% employer match about $170,581 at 4% or $113,721 at 6%.
2016113$871,811$442,867$34,067iApproximate average salary by contribution assumption: employee only about $851,667 at 4% or $567,778 at 6%; with 50% employer match about $567,778 at 4% or $378,519 at 6%; with 100% employer match about $425,834 at 4% or $283,889 at 6%.
West Coast Financial Group Inc. 401(K) Plan-13$871,811$442,867$34,067iApproximate average salary by contribution assumption: employee only about $851,667 at 4% or $567,778 at 6%; with 50% employer match about $567,778 at 4% or $378,519 at 6%; with 100% employer match about $425,834 at 4% or $283,889 at 6%.
2015112$379,706$165,469$13,789iApproximate average salary by contribution assumption: employee only about $344,727 at 4% or $229,818 at 6%; with 50% employer match about $229,818 at 4% or $153,212 at 6%; with 100% employer match about $172,364 at 4% or $114,909 at 6%.
West Coast Financial Group Inc. 401(K) Plan-12$379,706$165,469$13,789iApproximate average salary by contribution assumption: employee only about $344,727 at 4% or $229,818 at 6%; with 50% employer match about $229,818 at 4% or $153,212 at 6%; with 100% employer match about $172,364 at 4% or $114,909 at 6%.
201415$233,944$106,111$21,222iApproximate average salary by contribution assumption: employee only about $530,555 at 4% or $353,703 at 6%; with 50% employer match about $353,703 at 4% or $235,802 at 6%; with 100% employer match about $265,278 at 4% or $176,852 at 6%.
West Coast Financial Group Inc. 401(K) Plan-5$233,944$106,111$21,222iApproximate average salary by contribution assumption: employee only about $530,555 at 4% or $353,703 at 6%; with 50% employer match about $353,703 at 4% or $235,802 at 6%; with 100% employer match about $265,278 at 4% or $176,852 at 6%.
201316$133,259$69,561$11,594iApproximate average salary by contribution assumption: employee only about $289,838 at 4% or $193,225 at 6%; with 50% employer match about $193,225 at 4% or $128,817 at 6%; with 100% employer match about $144,919 at 4% or $96,613 at 6%.
West Coast Financial Group Inc. 401(K) Plan-6$133,259$69,561$11,594iApproximate average salary by contribution assumption: employee only about $289,838 at 4% or $193,225 at 6%; with 50% employer match about $193,225 at 4% or $128,817 at 6%; with 100% employer match about $144,919 at 4% or $96,613 at 6%.
201217$61,916$60,094$8,585iApproximate average salary by contribution assumption: employee only about $214,621 at 4% or $143,081 at 6%; with 50% employer match about $143,081 at 4% or $95,387 at 6%; with 100% employer match about $107,311 at 4% or $71,540 at 6%.
West Coast Financial Group Inc. 401(K) Plan-7$61,916$60,094$8,585iApproximate average salary by contribution assumption: employee only about $214,621 at 4% or $143,081 at 6%; with 50% employer match about $143,081 at 4% or $95,387 at 6%; with 100% employer match about $107,311 at 4% or $71,540 at 6%.