Civic Intelligence

Westcoast Brokerage &

Plan context: Westcoast Brokerage 401 K Profit Sharing Plan Trust

EIN 59-3372129 • Brooksville, FL • 18 filings • 3 plans

26484 Baxter StBrooksville, FL 34602-6217
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$458,705

2024 Contributions

$2,838

Historical Graphs

Total Assets Over Time

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

$963,186$481,593$0200720162024YearValue
$458,705Latest year 2024

Participants Over Time

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

840200720162024YearValue
3Latest 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
202413$458,705$0-
Westcoast Brokerage 401 K Profit Sharing Plan Trust-3$458,705$0-
202312$484,739$2,838$1,419iApproximate average salary by contribution assumption: employee only about $35,475 at 4% or $23,650 at 6%; with 50% employer match about $23,650 at 4% or $15,767 at 6%; with 100% employer match about $17,738 at 4% or $11,825 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-2$484,739$2,838$1,419iApproximate average salary by contribution assumption: employee only about $35,475 at 4% or $23,650 at 6%; with 50% employer match about $23,650 at 4% or $15,767 at 6%; with 100% employer match about $17,738 at 4% or $11,825 at 6%.
202214$547,441$18,898$4,725iApproximate average salary by contribution assumption: employee only about $118,113 at 4% or $78,742 at 6%; with 50% employer match about $78,742 at 4% or $52,494 at 6%; with 100% employer match about $59,056 at 4% or $39,371 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-4$547,441$18,898$4,725iApproximate average salary by contribution assumption: employee only about $118,113 at 4% or $78,742 at 6%; with 50% employer match about $78,742 at 4% or $52,494 at 6%; with 100% employer match about $59,056 at 4% or $39,371 at 6%.
202117$963,186$24,984$3,569iApproximate average salary by contribution assumption: employee only about $89,229 at 4% or $59,486 at 6%; with 50% employer match about $59,486 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$963,186$24,984$3,569iApproximate average salary by contribution assumption: employee only about $89,229 at 4% or $59,486 at 6%; with 50% employer match about $59,486 at 4% or $39,657 at 6%; with 100% employer match about $44,614 at 4% or $29,743 at 6%.
202017$818,989$82,793$11,828iApproximate average salary by contribution assumption: employee only about $295,689 at 4% or $197,126 at 6%; with 50% employer match about $197,126 at 4% or $131,417 at 6%; with 100% employer match about $147,845 at 4% or $98,563 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$818,989$82,793$11,828iApproximate average salary by contribution assumption: employee only about $295,689 at 4% or $197,126 at 6%; with 50% employer match about $197,126 at 4% or $131,417 at 6%; with 100% employer match about $147,845 at 4% or $98,563 at 6%.
201917$626,727$16,346$2,335iApproximate average salary by contribution assumption: employee only about $58,379 at 4% or $38,919 at 6%; with 50% employer match about $38,919 at 4% or $25,946 at 6%; with 100% employer match about $29,189 at 4% or $19,460 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$626,727$16,346$2,335iApproximate average salary by contribution assumption: employee only about $58,379 at 4% or $38,919 at 6%; with 50% employer match about $38,919 at 4% or $25,946 at 6%; with 100% employer match about $29,189 at 4% or $19,460 at 6%.
201817$503,453$14,079$2,011iApproximate average salary by contribution assumption: employee only about $50,282 at 4% or $33,521 at 6%; with 50% employer match about $33,521 at 4% or $22,348 at 6%; with 100% employer match about $25,141 at 4% or $16,761 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$503,453$14,079$2,011iApproximate average salary by contribution assumption: employee only about $50,282 at 4% or $33,521 at 6%; with 50% employer match about $33,521 at 4% or $22,348 at 6%; with 100% employer match about $25,141 at 4% or $16,761 at 6%.
201717$500,470$25,065$3,581iApproximate average salary by contribution assumption: employee only about $89,518 at 4% or $59,679 at 6%; with 50% employer match about $59,679 at 4% or $39,786 at 6%; with 100% employer match about $44,759 at 4% or $29,839 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$500,470$25,065$3,581iApproximate average salary by contribution assumption: employee only about $89,518 at 4% or $59,679 at 6%; with 50% employer match about $59,679 at 4% or $39,786 at 6%; with 100% employer match about $44,759 at 4% or $29,839 at 6%.
201618$420,532$990$124iApproximate average salary by contribution assumption: employee only about $3,094 at 4% or $2,063 at 6%; with 50% employer match about $2,063 at 4% or $1,375 at 6%; with 100% employer match about $1,547 at 4% or $1,031 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-8$420,532$990$124iApproximate average salary by contribution assumption: employee only about $3,094 at 4% or $2,063 at 6%; with 50% employer match about $2,063 at 4% or $1,375 at 6%; with 100% employer match about $1,547 at 4% or $1,031 at 6%.
201518$402,833$12,143$1,518iApproximate average salary by contribution assumption: employee only about $37,947 at 4% or $25,298 at 6%; with 50% employer match about $25,298 at 4% or $16,865 at 6%; with 100% employer match about $18,973 at 4% or $12,649 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-8$402,833$12,143$1,518iApproximate average salary by contribution assumption: employee only about $37,947 at 4% or $25,298 at 6%; with 50% employer match about $25,298 at 4% or $16,865 at 6%; with 100% employer match about $18,973 at 4% or $12,649 at 6%.
201418$392,844$13,583$1,698iApproximate average salary by contribution assumption: employee only about $42,447 at 4% or $28,298 at 6%; with 50% employer match about $28,298 at 4% or $18,865 at 6%; with 100% employer match about $21,223 at 4% or $14,149 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-8$392,844$13,583$1,698iApproximate average salary by contribution assumption: employee only about $42,447 at 4% or $28,298 at 6%; with 50% employer match about $28,298 at 4% or $18,865 at 6%; with 100% employer match about $21,223 at 4% or $14,149 at 6%.
201318$365,766$49,938$6,242iApproximate average salary by contribution assumption: employee only about $156,056 at 4% or $104,038 at 6%; with 50% employer match about $104,038 at 4% or $69,358 at 6%; with 100% employer match about $78,028 at 4% or $52,019 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-8$365,766$49,938$6,242iApproximate average salary by contribution assumption: employee only about $156,056 at 4% or $104,038 at 6%; with 50% employer match about $104,038 at 4% or $69,358 at 6%; with 100% employer match about $78,028 at 4% or $52,019 at 6%.
201217$278,351$47,438$6,777iApproximate average salary by contribution assumption: employee only about $169,421 at 4% or $112,948 at 6%; with 50% employer match about $112,948 at 4% or $75,298 at 6%; with 100% employer match about $84,711 at 4% or $56,474 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-7$278,351$47,438$6,777iApproximate average salary by contribution assumption: employee only about $169,421 at 4% or $112,948 at 6%; with 50% employer match about $112,948 at 4% or $75,298 at 6%; with 100% employer match about $84,711 at 4% or $56,474 at 6%.
201116$211,944$45,954$7,659iApproximate average salary by contribution assumption: employee only about $191,475 at 4% or $127,650 at 6%; with 50% employer match about $127,650 at 4% or $85,100 at 6%; with 100% employer match about $95,738 at 4% or $63,825 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-6$211,944$45,954$7,659iApproximate average salary by contribution assumption: employee only about $191,475 at 4% or $127,650 at 6%; with 50% employer match about $127,650 at 4% or $85,100 at 6%; with 100% employer match about $95,738 at 4% or $63,825 at 6%.
201015$168,912$49,898$9,980iApproximate average salary by contribution assumption: employee only about $249,490 at 4% or $166,327 at 6%; with 50% employer match about $166,327 at 4% or $110,884 at 6%; with 100% employer match about $124,745 at 4% or $83,163 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-5$168,912$49,898$9,980iApproximate average salary by contribution assumption: employee only about $249,490 at 4% or $166,327 at 6%; with 50% employer match about $166,327 at 4% or $110,884 at 6%; with 100% employer match about $124,745 at 4% or $83,163 at 6%.
200912$107,123$35,400$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-2$107,123$35,400$17,700iApproximate average salary by contribution assumption: employee only about $442,500 at 4% or $295,000 at 6%; with 50% employer match about $295,000 at 4% or $196,667 at 6%; with 100% employer match about $221,250 at 4% or $147,500 at 6%.
200813$70,490$35,500$11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-3$70,490$35,500$11,833iApproximate average salary by contribution assumption: employee only about $295,833 at 4% or $197,222 at 6%; with 50% employer match about $197,222 at 4% or $131,481 at 6%; with 100% employer match about $147,917 at 4% or $98,611 at 6%.
200712$34,008$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Westcoast Brokerage 401 K Profit Sharing Plan Trust-2$34,008$34,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.