Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans

EIN 75-2850853 • 24 filings • 6 plans

Current Snapshot

Latest Year

2023

2023 Participants

0

2023 Assets

$5,665,608

2023 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$68,331,491$34,165,746$0200020122023YearValue
$5,665,608Latest year 2023

Participants Over Time

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

No historical points available.

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
202310$5,665,608$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$5,665,608--
202210$30,490,336$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$30,490,336--
202110$37,520,832$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$37,520,832--
202010$59,777,429$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$59,777,429--
201910$44,823,007$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$44,823,007--
201810$40,999,235$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$40,999,235--
201710$45,935,685$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$45,935,685--
201610$54,868,609$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$54,868,609--
201510$66,406,919$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$66,406,919--
201410$68,331,491$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$68,331,491--
201310$68,330,534$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$68,330,534--
201210$40,827,506$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$40,827,506--
201110$46,256,092$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$46,256,092--
201010$47,028,242$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$47,028,242--
200910$32,994,354$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans--$32,994,354--
200810$22,644,794$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$22,644,794--
200710$29,757,491$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$29,757,491--
200610$19,650,666$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$19,650,666--
200510$10,850,268$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$10,850,268--
200410$10,147,260$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$10,147,260--
200310$8,707,982$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$8,707,982--
200210$4,550,117$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$4,550,117--
200110$6,804,318$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$6,804,318--
200010$5,555,202$0-
Westwood Trust Allcap Growth Investment Trust for Employee Benefit Plans-0$5,555,202--