Civic Intelligence

Westwood Trust

Plan context: Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund

EIN 75-6501137 • 21 filings • 6 plans

Current Snapshot

Latest Year

2019

2019 Participants

0

2019 Assets

$6,912,655

2019 Contributions

$0

Historical Graphs

Total Assets Over Time

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

$23,378,409$11,689,205$0199920092019YearValue
$6,912,655Latest year 2019

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
201910$6,912,655$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$6,912,655--
201810$6,226,756$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$6,226,756--
201710$6,438,307$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$6,438,307--
201610$19,713,862$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$19,713,862--
201510$17,790,139$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$17,790,139--
201410$22,121,711$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$22,121,711--
201310$23,378,409$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$23,378,409--
201210$16,361,828$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$16,361,828--
201110$15,961,458$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$15,961,458--
201010$15,538,443$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$15,538,443--
200910$11,777,382$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund--$11,777,382--
200810$14,234,163$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$14,234,163--
200710$6,821,634$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$6,821,634--
200610$6,293,040$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$6,293,040--
200510$9,013,666$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$9,013,666--
200410$11,079,936$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$11,079,936--
200310$10,532,623$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$10,532,623--
200210$7,721,858$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$7,721,858--
200110$7,131,332$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$7,131,332--
200010$6,454,971$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$6,454,971--
199910$5,170,848$0-
Westwood Trust Investment for Employee Benefit Plans High Yield Bond Fund-0$5,170,848--