J. R. Westerholm & Associates
Plan context: J. R. Westerholm & Associates Defined Benefit Pension Plan
EIN 77-0092967 • 3 filings • 1 plans
Current Snapshot
Latest Year
2001
2001 Participants
2
2001 Assets
$398,515
2001 Contributions
$4,015
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 |
|---|---|---|---|---|---|
| 2001 | 1 | 0 | $0 | $0 | - |
| J. R. Westerholm & Associates Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2000 | 1 | 2 | $0 | $0 | - |
| J. R. Westerholm & Associates Defined Benefit Pension Plan | - | 2 | - | - | - |
| 1999 | 1 | 1 | $398,515 | $4,015 | $4,015iApproximate average salary by contribution assumption: employee only about $100,375 at 4% or $66,917 at 6%; with 50% employer match about $66,917 at 4% or $44,611 at 6%; with 100% employer match about $50,188 at 4% or $33,458 at 6%. |
| J. R. Westerholm & Associates Defined Benefit Pension Plan | - | 1 | $398,515 | $4,015 | $4,015iApproximate average salary by contribution assumption: employee only about $100,375 at 4% or $66,917 at 6%; with 50% employer match about $66,917 at 4% or $44,611 at 6%; with 100% employer match about $50,188 at 4% or $33,458 at 6%. |