Civic Intelligence

Western Heritage Financial

Plan context: Western Heritage Financial 401(K) Profit Sharing and Trust

EIN 68-0318850 • El Dorado Hills, CA • 8 filings • 4 plans

4949 Windplay Dr Ste. 125El Dorado Hills, CA 95762
Current Snapshot

Latest Year

2010

2010 Participants

3

2010 Assets

$71

2010 Contributions

$32,306

Historical Graphs

Total Assets Over Time

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

$127,424$63,712$0200320062010YearValue
$71Latest year 2010

Participants Over Time

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

26130200320062010YearValue
3Latest year 2010

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
201023$71$0-
Western Heritage Financial 401(K) Profit Sharing and Trust-1$71--
Western Heritage Financial 401(K) Profit Sharing and Trust-3---
200911$9,372$0-
Western Heritage Financial 401(K) Profit Sharing and Trust-1$9,372--
2007116$0$0-
Western Heritage Financial 401(K) Profit Sharing and Trust-16---
2006121$127,424$32,306$1,538iApproximate average salary by contribution assumption: employee only about $38,460 at 4% or $25,640 at 6%; with 50% employer match about $25,640 at 4% or $17,093 at 6%; with 100% employer match about $19,230 at 4% or $12,820 at 6%.
Western Heritage Financial 401(K) Profit Sharing and Trust-21$127,424$32,306$1,538iApproximate average salary by contribution assumption: employee only about $38,460 at 4% or $25,640 at 6%; with 50% employer match about $25,640 at 4% or $17,093 at 6%; with 100% employer match about $19,230 at 4% or $12,820 at 6%.
2005126$83,019$42,761$1,645iApproximate average salary by contribution assumption: employee only about $41,116 at 4% or $27,411 at 6%; with 50% employer match about $27,411 at 4% or $18,274 at 6%; with 100% employer match about $20,558 at 4% or $13,705 at 6%.
Western Heritage Financial 401(K) Profit Sharing and Trust-26$83,019$42,761$1,645iApproximate average salary by contribution assumption: employee only about $41,116 at 4% or $27,411 at 6%; with 50% employer match about $27,411 at 4% or $18,274 at 6%; with 100% employer match about $20,558 at 4% or $13,705 at 6%.
2004126$71,964$55,835$2,148iApproximate average salary by contribution assumption: employee only about $53,688 at 4% or $35,792 at 6%; with 50% employer match about $35,792 at 4% or $23,861 at 6%; with 100% employer match about $26,844 at 4% or $17,896 at 6%.
Western Heritage Financial 401(K) Profit Sharing and Trust-26$71,964$55,835$2,148iApproximate average salary by contribution assumption: employee only about $53,688 at 4% or $35,792 at 6%; with 50% employer match about $35,792 at 4% or $23,861 at 6%; with 100% employer match about $26,844 at 4% or $17,896 at 6%.
2003126$20,059$19,174$737iApproximate average salary by contribution assumption: employee only about $18,437 at 4% or $12,291 at 6%; with 50% employer match about $12,291 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,146 at 6%.
Western Heritage Financial 401(K) Profit Sharing and Trust-26$20,059$19,174$737iApproximate average salary by contribution assumption: employee only about $18,437 at 4% or $12,291 at 6%; with 50% employer match about $12,291 at 4% or $8,194 at 6%; with 100% employer match about $9,218 at 4% or $6,146 at 6%.