Civic Intelligence

Westwood Advisory Services Inc.

Plan context: Westwood Advisory Services Inc. 401(K) Plan

EIN 75-2452594 • Frisco, TX • 41 filings • 5 plans

3198 Parkwood Blvd #11076Frisco, TX 75034-9518
Current Snapshot

Latest Year

2025

2025 Participants

291

2025 Assets

$433,003

2025 Contributions

$211,628

Historical Graphs

Total Assets Over Time

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

$3,063,116$1,531,558$0200020092016YearValue
$433,003Latest year 2016

Participants Over Time

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

4512260200020132025YearValue
291Latest year 2025

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
20251291$0$0-
Westwood Group Premium Only Section 125 Plan-291---
20241284$0$0-
Westwood Group Premium Only Section 125 Plan-284---
20231275$0$0-
Westwood Group Premium Only Section 125 Plan-275---
20221254$0$0-
Westwood Group Premium Only Section 125 Plan-254---
20211263$0$0-
Westwood Group Premium Only Section 125 Plan-263---
20201303$0$0-
Westwood Group Premium Only Section 125 Plan-303---
20191285$0$0-
Westwood Group Premium Only Section 125 Plan-285---
20181314$0$0-
Westwood Group Premium Only Section 125 Plan-314---
20172383$0$0-
Westwood Advisory Services Inc. 401(K) Plan-0$0--
Westwood Group Premium Only Section 125 Plan-383---
20162306$433,003$211,628$692iApproximate average salary by contribution assumption: employee only about $17,290 at 4% or $11,527 at 6%; with 50% employer match about $11,527 at 4% or $7,684 at 6%; with 100% employer match about $8,645 at 4% or $5,763 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-20$433,003$211,628$10,581iApproximate average salary by contribution assumption: employee only about $264,535 at 4% or $176,357 at 6%; with 50% employer match about $176,357 at 4% or $117,571 at 6%; with 100% employer match about $132,268 at 4% or $88,178 at 6%.
Westwood Group Premium Only Section 125 Plan-306---
20152451$2,837,883$206,243$457iApproximate average salary by contribution assumption: employee only about $11,433 at 4% or $7,622 at 6%; with 50% employer match about $7,622 at 4% or $5,081 at 6%; with 100% employer match about $5,716 at 4% or $3,811 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-451$2,837,883$206,243$457iApproximate average salary by contribution assumption: employee only about $11,433 at 4% or $7,622 at 6%; with 50% employer match about $7,622 at 4% or $5,081 at 6%; with 100% employer match about $5,716 at 4% or $3,811 at 6%.
Westwood Group Premium Only Section 125 Plan-324---
20142419$3,063,116$213,611$510iApproximate average salary by contribution assumption: employee only about $12,745 at 4% or $8,497 at 6%; with 50% employer match about $8,497 at 4% or $5,665 at 6%; with 100% employer match about $6,373 at 4% or $4,248 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-419$3,063,116$213,611$510iApproximate average salary by contribution assumption: employee only about $12,745 at 4% or $8,497 at 6%; with 50% employer match about $8,497 at 4% or $5,665 at 6%; with 100% employer match about $6,373 at 4% or $4,248 at 6%.
Westwood Group Premium Only Section 125 Plan-376---
20132421$2,802,651$194,928$463iApproximate average salary by contribution assumption: employee only about $11,575 at 4% or $7,717 at 6%; with 50% employer match about $7,717 at 4% or $5,145 at 6%; with 100% employer match about $5,788 at 4% or $3,858 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-216$2,802,651$194,928$902iApproximate average salary by contribution assumption: employee only about $22,561 at 4% or $15,041 at 6%; with 50% employer match about $15,041 at 4% or $10,027 at 6%; with 100% employer match about $11,281 at 4% or $7,520 at 6%.
Westwood Group Premium Only Section 125 Plan-421---
20122376$2,146,685$187,391$498iApproximate average salary by contribution assumption: employee only about $12,460 at 4% or $8,306 at 6%; with 50% employer match about $8,306 at 4% or $5,538 at 6%; with 100% employer match about $6,230 at 4% or $4,153 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-50$2,146,685$187,391$3,748iApproximate average salary by contribution assumption: employee only about $93,696 at 4% or $62,464 at 6%; with 50% employer match about $62,464 at 4% or $41,642 at 6%; with 100% employer match about $46,848 at 4% or $31,232 at 6%.
Westwood Group Premium Only Section 125 Plan-376---
20112377$1,877,099$203,714$540iApproximate average salary by contribution assumption: employee only about $13,509 at 4% or $9,006 at 6%; with 50% employer match about $9,006 at 4% or $6,004 at 6%; with 100% employer match about $6,754 at 4% or $4,503 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-52$1,877,099$203,714$3,918iApproximate average salary by contribution assumption: employee only about $97,939 at 4% or $65,293 at 6%; with 50% employer match about $65,293 at 4% or $43,529 at 6%; with 100% employer match about $48,970 at 4% or $32,646 at 6%.
Westwood Group Premium Only Section 125 Plan-377---
20102380$1,755,457$226,297$596iApproximate average salary by contribution assumption: employee only about $14,888 at 4% or $9,925 at 6%; with 50% employer match about $9,925 at 4% or $6,617 at 6%; with 100% employer match about $7,444 at 4% or $4,963 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-59$1,755,457$226,297$3,836iApproximate average salary by contribution assumption: employee only about $95,889 at 4% or $63,926 at 6%; with 50% employer match about $63,926 at 4% or $42,617 at 6%; with 100% employer match about $47,944 at 4% or $31,963 at 6%.
Westwood Group Premium Only Section 125 Plan-380---
20092354$1,420,108$175,710$496iApproximate average salary by contribution assumption: employee only about $12,409 at 4% or $8,273 at 6%; with 50% employer match about $8,273 at 4% or $5,515 at 6%; with 100% employer match about $6,204 at 4% or $4,136 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-53$1,420,108$175,710$3,315iApproximate average salary by contribution assumption: employee only about $82,882 at 4% or $55,255 at 6%; with 50% employer match about $55,255 at 4% or $36,836 at 6%; with 100% employer match about $41,441 at 4% or $27,627 at 6%.
Westwood Group Premium Only Section 125 Plan-354---
2008251$1,005,663$170,378$3,341iApproximate average salary by contribution assumption: employee only about $83,519 at 4% or $55,679 at 6%; with 50% employer match about $55,679 at 4% or $37,119 at 6%; with 100% employer match about $41,759 at 4% or $27,840 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-51$1,005,663$170,378$3,341iApproximate average salary by contribution assumption: employee only about $83,519 at 4% or $55,679 at 6%; with 50% employer match about $55,679 at 4% or $37,119 at 6%; with 100% employer match about $41,759 at 4% or $27,840 at 6%.
Westwood Group Premium Only Section 125 Plan-24---
2007259$0$0-
Westwood Advisory Services Inc. 401(K) Plan-59---
Westwood Group Premium Only Section 125 Plan-25---
2006277$1,062,242$203,264$2,640iApproximate average salary by contribution assumption: employee only about $65,995 at 4% or $43,997 at 6%; with 50% employer match about $43,997 at 4% or $29,331 at 6%; with 100% employer match about $32,997 at 4% or $21,998 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-77$1,062,242$203,264$2,640iApproximate average salary by contribution assumption: employee only about $65,995 at 4% or $43,997 at 6%; with 50% employer match about $43,997 at 4% or $29,331 at 6%; with 100% employer match about $32,997 at 4% or $21,998 at 6%.
Westwood Group Premium Only Section 125 Plan-24---
2005280$1,056,131$118,235$1,478iApproximate average salary by contribution assumption: employee only about $36,948 at 4% or $24,632 at 6%; with 50% employer match about $24,632 at 4% or $16,422 at 6%; with 100% employer match about $18,474 at 4% or $12,316 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-80$1,056,131$118,235$1,478iApproximate average salary by contribution assumption: employee only about $36,948 at 4% or $24,632 at 6%; with 50% employer match about $24,632 at 4% or $16,422 at 6%; with 100% employer match about $18,474 at 4% or $12,316 at 6%.
Westwood Group Premium Only Section 125 Plan-16---
2004264$939,921$137,829$2,154iApproximate average salary by contribution assumption: employee only about $53,839 at 4% or $35,893 at 6%; with 50% employer match about $35,893 at 4% or $23,929 at 6%; with 100% employer match about $26,920 at 4% or $17,946 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-64$939,921$137,829$2,154iApproximate average salary by contribution assumption: employee only about $53,839 at 4% or $35,893 at 6%; with 50% employer match about $35,893 at 4% or $23,929 at 6%; with 100% employer match about $26,920 at 4% or $17,946 at 6%.
Westwood Group Premium Only Section 125 Plan-16---
2003270$816,693$169,036$2,415iApproximate average salary by contribution assumption: employee only about $60,370 at 4% or $40,247 at 6%; with 50% employer match about $40,247 at 4% or $26,831 at 6%; with 100% employer match about $30,185 at 4% or $20,123 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-70$816,693$169,036$2,415iApproximate average salary by contribution assumption: employee only about $60,370 at 4% or $40,247 at 6%; with 50% employer match about $40,247 at 4% or $26,831 at 6%; with 100% employer match about $30,185 at 4% or $20,123 at 6%.
Westwood Group Premium Only Section 125 Plan-17---
2002183$655,440$245,305$2,955iApproximate average salary by contribution assumption: employee only about $73,887 at 4% or $49,258 at 6%; with 50% employer match about $49,258 at 4% or $32,839 at 6%; with 100% employer match about $36,944 at 4% or $24,629 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-83$655,440$245,305$2,955iApproximate average salary by contribution assumption: employee only about $73,887 at 4% or $49,258 at 6%; with 50% employer match about $49,258 at 4% or $32,839 at 6%; with 100% employer match about $36,944 at 4% or $24,629 at 6%.
200110$640,685$136,024-
Westwood Advisory Services Inc. 401(K) Plan-0$640,685$136,024-
2000147$551,468$194,025$4,128iApproximate average salary by contribution assumption: employee only about $103,205 at 4% or $68,803 at 6%; with 50% employer match about $68,803 at 4% or $45,869 at 6%; with 100% employer match about $51,602 at 4% or $34,402 at 6%.
Westwood Advisory Services Inc. 401(K) Plan-47$551,468$194,025$4,128iApproximate average salary by contribution assumption: employee only about $103,205 at 4% or $68,803 at 6%; with 50% employer match about $68,803 at 4% or $45,869 at 6%; with 100% employer match about $51,602 at 4% or $34,402 at 6%.