Civic Intelligence

Westbrooks Dugger & Westbrooks Financial

Plan context: Westbrooks Dugger & Westbrooks Financial Retirement Plan

EIN 75-2954687 • Richardson, TX • 23 filings • 4 plans

2600 N. Central Expressway, Suite 5Richardson, TX 75080
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$7,334,298

2024 Contributions

$429,847

Historical Graphs

Total Assets Over Time

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

$7,334,298$3,667,149$0200220132024YearValue
$7,334,298Latest year 2024

Participants Over Time

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

1370200220132024YearValue
10Latest 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
2024110$7,334,298$429,847$42,985iApproximate average salary by contribution assumption: employee only about $1,074,618 at 4% or $716,412 at 6%; with 50% employer match about $716,412 at 4% or $477,608 at 6%; with 100% employer match about $537,309 at 4% or $358,206 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-10$7,334,298$429,847$42,985iApproximate average salary by contribution assumption: employee only about $1,074,618 at 4% or $716,412 at 6%; with 50% employer match about $716,412 at 4% or $477,608 at 6%; with 100% employer match about $537,309 at 4% or $358,206 at 6%.
2023110$5,935,589$405,070$40,507iApproximate average salary by contribution assumption: employee only about $1,012,675 at 4% or $675,117 at 6%; with 50% employer match about $675,117 at 4% or $450,078 at 6%; with 100% employer match about $506,338 at 4% or $337,558 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-10$5,935,589$405,070$40,507iApproximate average salary by contribution assumption: employee only about $1,012,675 at 4% or $675,117 at 6%; with 50% employer match about $675,117 at 4% or $450,078 at 6%; with 100% employer match about $506,338 at 4% or $337,558 at 6%.
2022110$4,735,166$392,710$39,271iApproximate average salary by contribution assumption: employee only about $981,775 at 4% or $654,517 at 6%; with 50% employer match about $654,517 at 4% or $436,344 at 6%; with 100% employer match about $490,888 at 4% or $327,258 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-10$4,735,166$392,710$39,271iApproximate average salary by contribution assumption: employee only about $981,775 at 4% or $654,517 at 6%; with 50% employer match about $654,517 at 4% or $436,344 at 6%; with 100% employer match about $490,888 at 4% or $327,258 at 6%.
2021111$5,342,197$390,583$35,508iApproximate average salary by contribution assumption: employee only about $887,689 at 4% or $591,792 at 6%; with 50% employer match about $591,792 at 4% or $394,528 at 6%; with 100% employer match about $443,844 at 4% or $295,896 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-11$5,342,197$390,583$35,508iApproximate average salary by contribution assumption: employee only about $887,689 at 4% or $591,792 at 6%; with 50% employer match about $591,792 at 4% or $394,528 at 6%; with 100% employer match about $443,844 at 4% or $295,896 at 6%.
2020112$4,419,472$367,522$30,627iApproximate average salary by contribution assumption: employee only about $765,671 at 4% or $510,447 at 6%; with 50% employer match about $510,447 at 4% or $340,298 at 6%; with 100% employer match about $382,835 at 4% or $255,224 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-12$4,419,472$367,522$30,627iApproximate average salary by contribution assumption: employee only about $765,671 at 4% or $510,447 at 6%; with 50% employer match about $510,447 at 4% or $340,298 at 6%; with 100% employer match about $382,835 at 4% or $255,224 at 6%.
2019112$4,133,003$347,185$28,932iApproximate average salary by contribution assumption: employee only about $723,302 at 4% or $482,201 at 6%; with 50% employer match about $482,201 at 4% or $321,468 at 6%; with 100% employer match about $361,651 at 4% or $241,101 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-12$4,133,003$347,185$28,932iApproximate average salary by contribution assumption: employee only about $723,302 at 4% or $482,201 at 6%; with 50% employer match about $482,201 at 4% or $321,468 at 6%; with 100% employer match about $361,651 at 4% or $241,101 at 6%.
2018113$3,093,674$340,827$26,217iApproximate average salary by contribution assumption: employee only about $655,437 at 4% or $436,958 at 6%; with 50% employer match about $436,958 at 4% or $291,305 at 6%; with 100% employer match about $327,718 at 4% or $218,479 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-13$3,093,674$340,827$26,217iApproximate average salary by contribution assumption: employee only about $655,437 at 4% or $436,958 at 6%; with 50% employer match about $436,958 at 4% or $291,305 at 6%; with 100% employer match about $327,718 at 4% or $218,479 at 6%.
2017111$3,015,843$314,969$28,634iApproximate average salary by contribution assumption: employee only about $715,839 at 4% or $477,226 at 6%; with 50% employer match about $477,226 at 4% or $318,151 at 6%; with 100% employer match about $357,919 at 4% or $238,613 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-11$3,015,843$314,969$28,634iApproximate average salary by contribution assumption: employee only about $715,839 at 4% or $477,226 at 6%; with 50% employer match about $477,226 at 4% or $318,151 at 6%; with 100% employer match about $357,919 at 4% or $238,613 at 6%.
2016111$2,396,730$298,267$27,115iApproximate average salary by contribution assumption: employee only about $677,880 at 4% or $451,920 at 6%; with 50% employer match about $451,920 at 4% or $301,280 at 6%; with 100% employer match about $338,940 at 4% or $225,960 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-11$2,396,730$298,267$27,115iApproximate average salary by contribution assumption: employee only about $677,880 at 4% or $451,920 at 6%; with 50% employer match about $451,920 at 4% or $301,280 at 6%; with 100% employer match about $338,940 at 4% or $225,960 at 6%.
201519$1,972,297$262,001$29,111iApproximate average salary by contribution assumption: employee only about $727,781 at 4% or $485,187 at 6%; with 50% employer match about $485,187 at 4% or $323,458 at 6%; with 100% employer match about $363,890 at 4% or $242,594 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-9$1,972,297$262,001$29,111iApproximate average salary by contribution assumption: employee only about $727,781 at 4% or $485,187 at 6%; with 50% employer match about $485,187 at 4% or $323,458 at 6%; with 100% employer match about $363,890 at 4% or $242,594 at 6%.
201419$1,742,933$240,806$26,756iApproximate average salary by contribution assumption: employee only about $668,906 at 4% or $445,937 at 6%; with 50% employer match about $445,937 at 4% or $297,291 at 6%; with 100% employer match about $334,453 at 4% or $222,969 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-9$1,742,933$240,806$26,756iApproximate average salary by contribution assumption: employee only about $668,906 at 4% or $445,937 at 6%; with 50% employer match about $445,937 at 4% or $297,291 at 6%; with 100% employer match about $334,453 at 4% or $222,969 at 6%.
201317$1,496,514$208,535$29,791iApproximate average salary by contribution assumption: employee only about $744,768 at 4% or $496,512 at 6%; with 50% employer match about $496,512 at 4% or $331,008 at 6%; with 100% employer match about $372,384 at 4% or $248,256 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-7$1,496,514$208,535$29,791iApproximate average salary by contribution assumption: employee only about $744,768 at 4% or $496,512 at 6%; with 50% employer match about $496,512 at 4% or $331,008 at 6%; with 100% employer match about $372,384 at 4% or $248,256 at 6%.
201216$1,038,996$196,735$32,789iApproximate average salary by contribution assumption: employee only about $819,729 at 4% or $546,486 at 6%; with 50% employer match about $546,486 at 4% or $364,324 at 6%; with 100% employer match about $409,865 at 4% or $273,243 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-6$1,038,996$196,735$32,789iApproximate average salary by contribution assumption: employee only about $819,729 at 4% or $546,486 at 6%; with 50% employer match about $546,486 at 4% or $364,324 at 6%; with 100% employer match about $409,865 at 4% or $273,243 at 6%.
201117$1,904,592$240,407$34,344iApproximate average salary by contribution assumption: employee only about $858,596 at 4% or $572,398 at 6%; with 50% employer match about $572,398 at 4% or $381,598 at 6%; with 100% employer match about $429,298 at 4% or $286,199 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-7$1,904,592$240,407$34,344iApproximate average salary by contribution assumption: employee only about $858,596 at 4% or $572,398 at 6%; with 50% employer match about $572,398 at 4% or $381,598 at 6%; with 100% employer match about $429,298 at 4% or $286,199 at 6%.
201018$1,741,720$199,642$24,955iApproximate average salary by contribution assumption: employee only about $623,881 at 4% or $415,921 at 6%; with 50% employer match about $415,921 at 4% or $277,281 at 6%; with 100% employer match about $311,941 at 4% or $207,960 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-8$1,741,720$199,642$24,955iApproximate average salary by contribution assumption: employee only about $623,881 at 4% or $415,921 at 6%; with 50% employer match about $415,921 at 4% or $277,281 at 6%; with 100% employer match about $311,941 at 4% or $207,960 at 6%.
200917$1,361,892$193,507$27,644iApproximate average salary by contribution assumption: employee only about $691,096 at 4% or $460,731 at 6%; with 50% employer match about $460,731 at 4% or $307,154 at 6%; with 100% employer match about $345,548 at 4% or $230,365 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-7$1,361,892$193,507$27,644iApproximate average salary by contribution assumption: employee only about $691,096 at 4% or $460,731 at 6%; with 50% employer match about $460,731 at 4% or $307,154 at 6%; with 100% employer match about $345,548 at 4% or $230,365 at 6%.
200817$848,166$177,570$25,367iApproximate average salary by contribution assumption: employee only about $634,179 at 4% or $422,786 at 6%; with 50% employer match about $422,786 at 4% or $281,857 at 6%; with 100% employer match about $317,089 at 4% or $211,393 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-7$848,166$177,570$25,367iApproximate average salary by contribution assumption: employee only about $634,179 at 4% or $422,786 at 6%; with 50% employer match about $422,786 at 4% or $281,857 at 6%; with 100% employer match about $317,089 at 4% or $211,393 at 6%.
200716$1,173,709$156,364$26,061iApproximate average salary by contribution assumption: employee only about $651,517 at 4% or $434,344 at 6%; with 50% employer match about $434,344 at 4% or $289,563 at 6%; with 100% employer match about $325,758 at 4% or $217,172 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-6$1,173,709$156,364$26,061iApproximate average salary by contribution assumption: employee only about $651,517 at 4% or $434,344 at 6%; with 50% employer match about $434,344 at 4% or $289,563 at 6%; with 100% employer match about $325,758 at 4% or $217,172 at 6%.
200616$922,655$129,648$21,608iApproximate average salary by contribution assumption: employee only about $540,200 at 4% or $360,133 at 6%; with 50% employer match about $360,133 at 4% or $240,089 at 6%; with 100% employer match about $270,100 at 4% or $180,067 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-6$922,655$129,648$21,608iApproximate average salary by contribution assumption: employee only about $540,200 at 4% or $360,133 at 6%; with 50% employer match about $360,133 at 4% or $240,089 at 6%; with 100% employer match about $270,100 at 4% or $180,067 at 6%.
200515$684,784$104,885$20,977iApproximate average salary by contribution assumption: employee only about $524,425 at 4% or $349,617 at 6%; with 50% employer match about $349,617 at 4% or $233,078 at 6%; with 100% employer match about $262,213 at 4% or $174,808 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-5$684,784$104,885$20,977iApproximate average salary by contribution assumption: employee only about $524,425 at 4% or $349,617 at 6%; with 50% employer match about $349,617 at 4% or $233,078 at 6%; with 100% employer match about $262,213 at 4% or $174,808 at 6%.
200414$557,137$22,091$5,523iApproximate average salary by contribution assumption: employee only about $138,069 at 4% or $92,046 at 6%; with 50% employer match about $92,046 at 4% or $61,364 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-4$557,137$22,091$5,523iApproximate average salary by contribution assumption: employee only about $138,069 at 4% or $92,046 at 6%; with 50% employer match about $92,046 at 4% or $61,364 at 6%; with 100% employer match about $69,034 at 4% or $46,023 at 6%.
200315$483,028$13,071$2,614iApproximate average salary by contribution assumption: employee only about $65,355 at 4% or $43,570 at 6%; with 50% employer match about $43,570 at 4% or $29,047 at 6%; with 100% employer match about $32,677 at 4% or $21,785 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-5$483,028$13,071$2,614iApproximate average salary by contribution assumption: employee only about $65,355 at 4% or $43,570 at 6%; with 50% employer match about $43,570 at 4% or $29,047 at 6%; with 100% employer match about $32,677 at 4% or $21,785 at 6%.
200213$348,311$9,075$3,025iApproximate average salary by contribution assumption: employee only about $75,625 at 4% or $50,417 at 6%; with 50% employer match about $50,417 at 4% or $33,611 at 6%; with 100% employer match about $37,813 at 4% or $25,208 at 6%.
Westbrooks Dugger & Westbrooks Financial Retirement Plan-3$348,311$9,075$3,025iApproximate average salary by contribution assumption: employee only about $75,625 at 4% or $50,417 at 6%; with 50% employer match about $50,417 at 4% or $33,611 at 6%; with 100% employer match about $37,813 at 4% or $25,208 at 6%.