Lula-Westfield, L.L.C.
Plan context: Lula-Westfield, L.L.C. Savings Plan
EIN 72-1353056 • 109 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
177
2024 Assets
$15,448,874
2024 Contributions
$885,228
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 6 | 177 | $15,448,874 | $885,228 | $5,001iApproximate average salary by contribution assumption: employee only about $125,032 at 4% or $83,355 at 6%; with 50% employer match about $83,355 at 4% or $55,570 at 6%; with 100% employer match about $62,516 at 4% or $41,677 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 127 | $15,448,874 | $885,228 | $6,970iApproximate average salary by contribution assumption: employee only about $174,257 at 4% or $116,172 at 6%; with 50% employer match about $116,172 at 4% or $77,448 at 6%; with 100% employer match about $87,129 at 4% or $58,086 at 6%. |
| Long Term Disability | - | 177 | - | - | - |
| Long Term Disability | - | 77 | - | - | - |
| Short Term Disability | - | 143 | - | - | - |
| Volunteer Life Plan | - | 57 | - | - | - |
| Group Life | - | 139 | - | - | - |
| 2023 | 6 | 183 | $15,496,901 | $938,807 | $5,130iApproximate average salary by contribution assumption: employee only about $128,252 at 4% or $85,502 at 6%; with 50% employer match about $85,502 at 4% or $57,001 at 6%; with 100% employer match about $64,126 at 4% or $42,751 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 159 | $15,496,901 | $938,807 | $5,904iApproximate average salary by contribution assumption: employee only about $147,611 at 4% or $98,407 at 6%; with 50% employer match about $98,407 at 4% or $65,605 at 6%; with 100% employer match about $73,806 at 4% or $49,204 at 6%. |
| Long Term Disability | - | 183 | - | - | - |
| Long Term Disability | - | 80 | - | - | - |
| Short Term Disability | - | 150 | - | - | - |
| Volunteer Life Plan | - | 65 | - | - | - |
| Group Life | - | 150 | - | - | - |
| 2022 | 4 | 186 | $14,211,991 | $926,043 | $4,979iApproximate average salary by contribution assumption: employee only about $124,468 at 4% or $82,979 at 6%; with 50% employer match about $82,979 at 4% or $55,319 at 6%; with 100% employer match about $62,234 at 4% or $41,489 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 150 | $14,211,991 | $926,043 | $6,174iApproximate average salary by contribution assumption: employee only about $154,341 at 4% or $102,894 at 6%; with 50% employer match about $102,894 at 4% or $68,596 at 6%; with 100% employer match about $77,170 at 4% or $51,447 at 6%. |
| Long Term Disability | - | 186 | - | - | - |
| Volunteer Life Plan | - | 76 | - | - | - |
| Long Term Disability | - | 91 | - | - | - |
| 2021 | 5 | 192 | $16,829,679 | $1,009,025 | $5,255iApproximate average salary by contribution assumption: employee only about $131,383 at 4% or $87,589 at 6%; with 50% employer match about $87,589 at 4% or $58,393 at 6%; with 100% employer match about $65,692 at 4% or $43,794 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 129 | $16,829,679 | $1,009,025 | $7,822iApproximate average salary by contribution assumption: employee only about $195,547 at 4% or $130,365 at 6%; with 50% employer match about $130,365 at 4% or $86,910 at 6%; with 100% employer match about $97,774 at 4% or $65,182 at 6%. |
| Long Term Disability | - | 93 | - | - | - |
| Short Term Disability | - | 130 | - | - | - |
| Volunteer Life Plan | - | 71 | - | - | - |
| Long Term Disability | - | 192 | - | - | - |
| 2020 | 7 | 214 | $17,137,229 | $891,254 | $4,165iApproximate average salary by contribution assumption: employee only about $104,118 at 4% or $69,412 at 6%; with 50% employer match about $69,412 at 4% or $46,275 at 6%; with 100% employer match about $52,059 at 4% or $34,706 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 170 | $17,137,229 | $891,254 | $5,243iApproximate average salary by contribution assumption: employee only about $131,067 at 4% or $87,378 at 6%; with 50% employer match about $87,378 at 4% or $58,252 at 6%; with 100% employer match about $65,533 at 4% or $43,689 at 6%. |
| Short Term Disability | - | 137 | - | - | - |
| Long Term Disability | - | 94 | - | - | - |
| Volunteer Life Plan | - | 74 | - | - | - |
| Long Term Disability | - | 214 | - | - | - |
| Group Life | - | 147 | - | - | - |
| VOLUNTEER LIFE PLAN | - | 150 | - | - | - |
| 2019 | 6 | 214 | $15,028,618 | $896,313 | $4,188iApproximate average salary by contribution assumption: employee only about $104,709 at 4% or $69,806 at 6%; with 50% employer match about $69,806 at 4% or $46,538 at 6%; with 100% employer match about $52,355 at 4% or $34,903 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 146 | $15,028,618 | $896,313 | $6,139iApproximate average salary by contribution assumption: employee only about $153,478 at 4% or $102,319 at 6%; with 50% employer match about $102,319 at 4% or $68,213 at 6%; with 100% employer match about $76,739 at 4% or $51,159 at 6%. |
| Long Term Disability | - | 93 | - | - | - |
| Short Term Disability | - | 135 | - | - | - |
| Volunteer Life Plan | - | 78 | - | - | - |
| Long Term Disability | - | 214 | - | - | - |
| VOLUNTEER LIFE PLAN | - | 138 | - | - | - |
| 2018 | 6 | 201 | $12,518,623 | $935,808 | $4,656iApproximate average salary by contribution assumption: employee only about $116,394 at 4% or $77,596 at 6%; with 50% employer match about $77,596 at 4% or $51,731 at 6%; with 100% employer match about $58,197 at 4% or $38,798 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 122 | $12,518,623 | $935,808 | $7,671iApproximate average salary by contribution assumption: employee only about $191,764 at 4% or $127,843 at 6%; with 50% employer match about $127,843 at 4% or $85,228 at 6%; with 100% employer match about $95,882 at 4% or $63,921 at 6%. |
| Long Term Disability | - | 87 | - | - | - |
| Short Term Disability | - | 107 | - | - | - |
| Volunteer Life Plan | - | 71 | - | - | - |
| Long Term Disability | - | 201 | - | - | - |
| VOLUNTEER LIFE PLAN | - | 135 | - | - | - |
| 2017 | 5 | 218 | $13,160,991 | $892,609 | $4,095iApproximate average salary by contribution assumption: employee only about $102,363 at 4% or $68,242 at 6%; with 50% employer match about $68,242 at 4% or $45,495 at 6%; with 100% employer match about $51,182 at 4% or $34,121 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 134 | $13,160,991 | $892,609 | $6,661iApproximate average salary by contribution assumption: employee only about $166,532 at 4% or $111,021 at 6%; with 50% employer match about $111,021 at 4% or $74,014 at 6%; with 100% employer match about $83,266 at 4% or $55,511 at 6%. |
| Long Term Disability | - | 218 | - | - | - |
| Long Term Disability | - | 85 | - | - | - |
| Short Term Disability | - | 108 | - | - | - |
| Volunteer Life Plan | - | 67 | - | - | - |
| 2016 | 5 | 216 | $12,269,451 | $782,070 | $3,621iApproximate average salary by contribution assumption: employee only about $90,517 at 4% or $60,345 at 6%; with 50% employer match about $60,345 at 4% or $40,230 at 6%; with 100% employer match about $45,259 at 4% or $30,172 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 134 | $12,269,451 | $782,070 | $5,836iApproximate average salary by contribution assumption: employee only about $145,909 at 4% or $97,272 at 6%; with 50% employer match about $97,272 at 4% or $64,848 at 6%; with 100% employer match about $72,954 at 4% or $48,636 at 6%. |
| Long Term Disability | - | 87 | - | - | - |
| Short Term Disability | - | 104 | - | - | - |
| Volunteer Life Plan | - | 63 | - | - | - |
| Long Term Disability | - | 216 | - | - | - |
| 2015 | 5 | 202 | $11,200,872 | $774,711 | $3,835iApproximate average salary by contribution assumption: employee only about $95,880 at 4% or $63,920 at 6%; with 50% employer match about $63,920 at 4% or $42,613 at 6%; with 100% employer match about $47,940 at 4% or $31,960 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 133 | $11,200,872 | $774,711 | $5,825iApproximate average salary by contribution assumption: employee only about $145,622 at 4% or $97,082 at 6%; with 50% employer match about $97,082 at 4% or $64,721 at 6%; with 100% employer match about $72,811 at 4% or $48,541 at 6%. |
| Volunteer Life Plan | - | 64 | - | - | - |
| Long Term Disability | - | 90 | - | - | - |
| Short Term Disability | - | 104 | - | - | - |
| Long Term Disability | - | 202 | - | - | - |
| 2014 | 5 | 209 | $11,507,209 | $716,326 | $3,427iApproximate average salary by contribution assumption: employee only about $85,685 at 4% or $57,123 at 6%; with 50% employer match about $57,123 at 4% or $38,082 at 6%; with 100% employer match about $42,842 at 4% or $28,562 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 124 | $11,507,209 | $716,326 | $5,777iApproximate average salary by contribution assumption: employee only about $144,421 at 4% or $96,280 at 6%; with 50% employer match about $96,280 at 4% or $64,187 at 6%; with 100% employer match about $72,210 at 4% or $48,140 at 6%. |
| Short Term Disability | - | 99 | - | - | - |
| Long Term Disability | - | 95 | - | - | - |
| Volunteer Life Plan | - | 64 | - | - | - |
| Long Term Disability | - | 209 | - | - | - |
| 2013 | 5 | 209 | $10,869,089 | $748,578 | $3,582iApproximate average salary by contribution assumption: employee only about $89,543 at 4% or $59,695 at 6%; with 50% employer match about $59,695 at 4% or $39,797 at 6%; with 100% employer match about $44,771 at 4% or $29,848 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 138 | $10,869,089 | $748,578 | $5,424iApproximate average salary by contribution assumption: employee only about $135,612 at 4% or $90,408 at 6%; with 50% employer match about $90,408 at 4% or $60,272 at 6%; with 100% employer match about $67,806 at 4% or $45,204 at 6%. |
| Long Term Disability | - | 96 | - | - | - |
| Short Term Disability | - | 102 | - | - | - |
| Volunteer Life Plan | - | 67 | - | - | - |
| Long Term Disability | - | 209 | - | - | - |
| 2012 | 5 | 206 | $9,180,939 | $825,916 | $4,009iApproximate average salary by contribution assumption: employee only about $100,233 at 4% or $66,822 at 6%; with 50% employer match about $66,822 at 4% or $44,548 at 6%; with 100% employer match about $50,116 at 4% or $33,411 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 109 | $9,180,939 | $825,916 | $7,577iApproximate average salary by contribution assumption: employee only about $189,430 at 4% or $126,287 at 6%; with 50% employer match about $126,287 at 4% or $84,191 at 6%; with 100% employer match about $94,715 at 4% or $63,143 at 6%. |
| Short Term Disability | - | 100 | - | - | - |
| Long Term Disability | - | 102 | - | - | - |
| Volunteer Life Plan | - | 65 | - | - | - |
| Long Term Disability | - | 206 | - | - | - |
| 2011 | 5 | 194 | $8,375,813 | $665,804 | $3,432iApproximate average salary by contribution assumption: employee only about $85,799 at 4% or $57,200 at 6%; with 50% employer match about $57,200 at 4% or $38,133 at 6%; with 100% employer match about $42,900 at 4% or $28,600 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 110 | $8,375,813 | $665,804 | $6,053iApproximate average salary by contribution assumption: employee only about $151,319 at 4% or $100,879 at 6%; with 50% employer match about $100,879 at 4% or $67,253 at 6%; with 100% employer match about $75,660 at 4% or $50,440 at 6%. |
| Long Term Disability | - | 194 | - | - | - |
| Short Term Disability | - | 90 | - | - | - |
| Long Term Disability | - | 101 | - | - | - |
| Volunteer Life Plan | - | 61 | - | - | - |
| 2010 | 5 | 197 | $8,025,015 | $575,134 | $2,919iApproximate average salary by contribution assumption: employee only about $72,987 at 4% or $48,658 at 6%; with 50% employer match about $48,658 at 4% or $32,438 at 6%; with 100% employer match about $36,493 at 4% or $24,329 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 108 | $8,025,015 | $575,134 | $5,325iApproximate average salary by contribution assumption: employee only about $133,133 at 4% or $88,755 at 6%; with 50% employer match about $88,755 at 4% or $59,170 at 6%; with 100% employer match about $66,566 at 4% or $44,378 at 6%. |
| Long Term Disability | - | 103 | - | - | - |
| Short Term Disability | - | 95 | - | - | - |
| Volunteer Life Plan | - | 62 | - | - | - |
| Long Term Disability | - | 197 | - | - | - |
| 2009 | 5 | 114 | $7,589,021 | $475,074 | $4,167iApproximate average salary by contribution assumption: employee only about $104,183 at 4% or $69,455 at 6%; with 50% employer match about $69,455 at 4% or $46,304 at 6%; with 100% employer match about $52,091 at 4% or $34,728 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 111 | $7,589,021 | $475,074 | $4,280iApproximate average salary by contribution assumption: employee only about $106,999 at 4% or $71,332 at 6%; with 50% employer match about $71,332 at 4% or $47,555 at 6%; with 100% employer match about $53,499 at 4% or $35,666 at 6%. |
| Long Term Disability | - | 114 | - | - | - |
| Short Term Disability | - | 102 | - | - | - |
| Volunteer Life Plan | - | 61 | - | - | - |
| Long Term Disability | - | 109 | - | - | - |
| 2008 | 4 | 217 | $6,983,707 | $461,302 | $2,126iApproximate average salary by contribution assumption: employee only about $53,145 at 4% or $35,430 at 6%; with 50% employer match about $35,430 at 4% or $23,620 at 6%; with 100% employer match about $26,573 at 4% or $17,715 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 124 | $6,983,707 | $461,302 | $3,720iApproximate average salary by contribution assumption: employee only about $93,004 at 4% or $62,003 at 6%; with 50% employer match about $62,003 at 4% or $41,335 at 6%; with 100% employer match about $46,502 at 4% or $31,001 at 6%. |
| Volunteer Life Plan | - | 64 | - | - | - |
| Long Term Disability | - | 121 | - | - | - |
| Long Term Disability | - | 217 | - | - | - |
| 2007 | 3 | 236 | $8,535,383 | $507,855 | $2,152iApproximate average salary by contribution assumption: employee only about $53,798 at 4% or $35,865 at 6%; with 50% employer match about $35,865 at 4% or $23,910 at 6%; with 100% employer match about $26,899 at 4% or $17,933 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 126 | $8,535,383 | $507,855 | $4,031iApproximate average salary by contribution assumption: employee only about $100,765 at 4% or $67,177 at 6%; with 50% employer match about $67,177 at 4% or $44,784 at 6%; with 100% employer match about $50,382 at 4% or $33,588 at 6%. |
| Long Term Disability | - | 236 | - | - | - |
| Long Term Disability | - | 139 | - | - | - |
| 2006 | 4 | 145 | $8,376,274 | $1,815,869 | $12,523iApproximate average salary by contribution assumption: employee only about $313,081 at 4% or $208,721 at 6%; with 50% employer match about $208,721 at 4% or $139,147 at 6%; with 100% employer match about $156,540 at 4% or $104,360 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 145 | $8,376,174 | $506,580 | $3,494iApproximate average salary by contribution assumption: employee only about $87,341 at 4% or $58,228 at 6%; with 50% employer match about $58,228 at 4% or $38,818 at 6%; with 100% employer match about $43,671 at 4% or $29,114 at 6%. |
| Long Term Disability | - | 128 | $100 | $1,309,289 | $10,229iApproximate average salary by contribution assumption: employee only about $255,721 at 4% or $170,480 at 6%; with 50% employer match about $170,480 at 4% or $113,654 at 6%; with 100% employer match about $127,860 at 4% or $85,240 at 6%. |
| Long Term Disability | - | 123 | - | - | - |
| Short Term Disability | - | 134 | - | - | - |
| 2005 | 2 | 149 | $8,030,505 | $1,317,095 | $8,840iApproximate average salary by contribution assumption: employee only about $220,989 at 4% or $147,326 at 6%; with 50% employer match about $147,326 at 4% or $98,217 at 6%; with 100% employer match about $110,495 at 4% or $73,663 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 149 | $8,030,405 | $384,646 | $2,582iApproximate average salary by contribution assumption: employee only about $64,538 at 4% or $43,025 at 6%; with 50% employer match about $43,025 at 4% or $28,684 at 6%; with 100% employer match about $32,269 at 4% or $21,513 at 6%. |
| Long Term Disability | - | 141 | $100 | $932,449 | $6,613iApproximate average salary by contribution assumption: employee only about $165,328 at 4% or $110,219 at 6%; with 50% employer match about $110,219 at 4% or $73,479 at 6%; with 100% employer match about $82,664 at 4% or $55,109 at 6%. |
| 2004 | 2 | 167 | $7,837,677 | $1,713,754 | $10,262iApproximate average salary by contribution assumption: employee only about $256,550 at 4% or $171,033 at 6%; with 50% employer match about $171,033 at 4% or $114,022 at 6%; with 100% employer match about $128,275 at 4% or $85,517 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 160 | $7,837,577 | $520,240 | $3,252iApproximate average salary by contribution assumption: employee only about $81,288 at 4% or $54,192 at 6%; with 50% employer match about $54,192 at 4% or $36,128 at 6%; with 100% employer match about $40,644 at 4% or $27,096 at 6%. |
| Long Term Disability | - | 167 | $100 | $1,193,514 | $7,147iApproximate average salary by contribution assumption: employee only about $178,670 at 4% or $119,113 at 6%; with 50% employer match about $119,113 at 4% or $79,409 at 6%; with 100% employer match about $89,335 at 4% or $59,557 at 6%. |
| 2003 | 2 | 153 | $7,989,414 | $327,471 | $2,140iApproximate average salary by contribution assumption: employee only about $53,508 at 4% or $35,672 at 6%; with 50% employer match about $35,672 at 4% or $23,781 at 6%; with 100% employer match about $26,754 at 4% or $17,836 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 153 | $7,989,414 | $327,471 | $2,140iApproximate average salary by contribution assumption: employee only about $53,508 at 4% or $35,672 at 6%; with 50% employer match about $35,672 at 4% or $23,781 at 6%; with 100% employer match about $26,754 at 4% or $17,836 at 6%. |
| Long Term Disability | - | 148 | - | - | - |
| 2002 | 2 | 177 | $7,276,218 | $1,322,079 | $7,469iApproximate average salary by contribution assumption: employee only about $186,734 at 4% or $124,490 at 6%; with 50% employer match about $124,490 at 4% or $82,993 at 6%; with 100% employer match about $93,367 at 4% or $62,245 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 177 | $7,276,218 | $407,930 | $2,305iApproximate average salary by contribution assumption: employee only about $57,617 at 4% or $38,411 at 6%; with 50% employer match about $38,411 at 4% or $25,608 at 6%; with 100% employer match about $28,809 at 4% or $19,206 at 6%. |
| Long Term Disability | - | 151 | - | $914,149 | $6,054iApproximate average salary by contribution assumption: employee only about $151,349 at 4% or $100,899 at 6%; with 50% employer match about $100,899 at 4% or $67,266 at 6%; with 100% employer match about $75,675 at 4% or $50,450 at 6%. |
| 2001 | 2 | 161 | $7,305,840 | $1,405,577 | $8,730iApproximate average salary by contribution assumption: employee only about $218,257 at 4% or $145,505 at 6%; with 50% employer match about $145,505 at 4% or $97,003 at 6%; with 100% employer match about $109,129 at 4% or $72,752 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 161 | $7,305,840 | $432,584 | $2,687iApproximate average salary by contribution assumption: employee only about $67,171 at 4% or $44,781 at 6%; with 50% employer match about $44,781 at 4% or $29,854 at 6%; with 100% employer match about $33,586 at 4% or $22,390 at 6%. |
| Long Term Disability | - | 153 | - | $972,993 | $6,359iApproximate average salary by contribution assumption: employee only about $158,986 at 4% or $105,991 at 6%; with 50% employer match about $105,991 at 4% or $70,660 at 6%; with 100% employer match about $79,493 at 4% or $52,995 at 6%. |
| 2000 | 2 | 193 | $7,094,038 | $1,259,480 | $6,526iApproximate average salary by contribution assumption: employee only about $163,145 at 4% or $108,763 at 6%; with 50% employer match about $108,763 at 4% or $72,509 at 6%; with 100% employer match about $81,573 at 4% or $54,382 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 162 | $7,094,038 | $355,303 | $2,193iApproximate average salary by contribution assumption: employee only about $54,831 at 4% or $36,554 at 6%; with 50% employer match about $36,554 at 4% or $24,369 at 6%; with 100% employer match about $27,415 at 4% or $18,277 at 6%. |
| Long Term Disability | - | 193 | - | $904,177 | $4,685iApproximate average salary by contribution assumption: employee only about $117,121 at 4% or $78,081 at 6%; with 50% employer match about $78,081 at 4% or $52,054 at 6%; with 100% employer match about $58,561 at 4% or $39,040 at 6%. |
| 1999 | 1 | 160 | $7,305,453 | $392,281 | $2,452iApproximate average salary by contribution assumption: employee only about $61,294 at 4% or $40,863 at 6%; with 50% employer match about $40,863 at 4% or $27,242 at 6%; with 100% employer match about $30,647 at 4% or $20,431 at 6%. |
| Lula-Westfield, L.L.C. Savings Plan | - | 160 | $7,305,453 | $392,281 | $2,452iApproximate average salary by contribution assumption: employee only about $61,294 at 4% or $40,863 at 6%; with 50% employer match about $40,863 at 4% or $27,242 at 6%; with 100% employer match about $30,647 at 4% or $20,431 at 6%. |