Civic Intelligence

Westcliff Capital Management LLC

Plan context: Westcliff Capital Management Profit Sharing Plan

EIN 77-0435868 • Santa Cruz, CA • 27 filings • 2 plans

200 7th Avenue, Suite 105Santa Cruz, CA 95062
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$117,171

2024 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$2,206,172$1,103,086$0199920132024YearValue
$117,171Latest year 2024

Participants Over Time

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

840199920122024YearValue
2Latest 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
202412$117,171$0-
Westcliff Capital Management Profit Sharing Plan-2$117,171--
202312$175,736$0-
Westcliff Capital Management Profit Sharing Plan-2$175,736--
202212$435,551$0-
Westcliff Capital Management Profit Sharing Plan-2$435,551--
202112$465,080$0-
Westcliff Capital Management Profit Sharing Plan-2$465,080--
202013$221,285$0-
Westcliff Capital Management Profit Sharing Plan-3$221,285--
201913$267,451$0-
Westcliff Capital Management Profit Sharing Plan-3$267,451--
201813$810,395$0-
Westcliff Capital Management Profit Sharing Plan-3$810,395--
201714$1,659,423$0-
Westcliff Capital Management Profit Sharing Plan-4$1,659,423--
201615$1,428,634$0-
Westcliff Capital Management Profit Sharing Plan-5$1,428,634--
201515$974,188$0-
Westcliff Capital Management Profit Sharing Plan-5$974,188--
201415$1,365,010$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Westcliff Capital Management Profit Sharing Plan-5$1,365,010$20,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
201316$1,022,359$0-
Westcliff Capital Management Profit Sharing Plan-6$1,022,359--
201216$2,206,172$0-
Westcliff Capital Management Profit Sharing Plan-6$2,206,172--
201117$2,063,824$0-
Westcliff Capital Management Profit Sharing Plan-7$2,063,824--
201016$2,124,308$0-
Westcliff Capital Management Profit Sharing Plan-6$2,124,308--
200916$825,310$0-
Westcliff Capital Management Profit Sharing Plan-6$825,310$0-
200817$634,810$0-
Westcliff Capital Management Profit Sharing Plan-7$634,810--
200718$0$0-
Westcliff Capital Management Profit Sharing Plan-8---
200618$1,540,285$302,845$37,856iApproximate average salary by contribution assumption: employee only about $946,391 at 4% or $630,927 at 6%; with 50% employer match about $630,927 at 4% or $420,618 at 6%; with 100% employer match about $473,195 at 4% or $315,464 at 6%.
Westcliff Capital Management Profit Sharing Plan-8$1,540,285$302,845$37,856iApproximate average salary by contribution assumption: employee only about $946,391 at 4% or $630,927 at 6%; with 50% employer match about $630,927 at 4% or $420,618 at 6%; with 100% employer match about $473,195 at 4% or $315,464 at 6%.
200516$2,098,606$231,600$38,600iApproximate average salary by contribution assumption: employee only about $965,000 at 4% or $643,333 at 6%; with 50% employer match about $643,333 at 4% or $428,889 at 6%; with 100% employer match about $482,500 at 4% or $321,667 at 6%.
Westcliff Capital Management Profit Sharing Plan-6$2,098,606$231,600$38,600iApproximate average salary by contribution assumption: employee only about $965,000 at 4% or $643,333 at 6%; with 50% employer match about $643,333 at 4% or $428,889 at 6%; with 100% employer match about $482,500 at 4% or $321,667 at 6%.
200416$1,444,284$216,032$36,005iApproximate average salary by contribution assumption: employee only about $900,133 at 4% or $600,089 at 6%; with 50% employer match about $600,089 at 4% or $400,059 at 6%; with 100% employer match about $450,067 at 4% or $300,044 at 6%.
Westcliff Capital Management Profit Sharing Plan-6$1,444,284$216,032$36,005iApproximate average salary by contribution assumption: employee only about $900,133 at 4% or $600,089 at 6%; with 50% employer match about $600,089 at 4% or $400,059 at 6%; with 100% employer match about $450,067 at 4% or $300,044 at 6%.
200316$911,233$125,992$20,999iApproximate average salary by contribution assumption: employee only about $524,967 at 4% or $349,978 at 6%; with 50% employer match about $349,978 at 4% or $233,319 at 6%; with 100% employer match about $262,483 at 4% or $174,989 at 6%.
Westcliff Capital Management Profit Sharing Plan-6$911,233$125,992$20,999iApproximate average salary by contribution assumption: employee only about $524,967 at 4% or $349,978 at 6%; with 50% employer match about $349,978 at 4% or $233,319 at 6%; with 100% employer match about $262,483 at 4% or $174,989 at 6%.
200210$0$0-
WESTCLIFF CAPITAL MANAGEMENT MONEY PURCHASE PENSION PLAN-0---
200126$582,436$171,246$28,541iApproximate average salary by contribution assumption: employee only about $713,525 at 4% or $475,683 at 6%; with 50% employer match about $475,683 at 4% or $317,122 at 6%; with 100% employer match about $356,763 at 4% or $237,842 at 6%.
Westcliff Capital Management Profit Sharing Plan-6$508,987$87,484$14,581iApproximate average salary by contribution assumption: employee only about $364,517 at 4% or $243,011 at 6%; with 50% employer match about $243,011 at 4% or $162,007 at 6%; with 100% employer match about $182,258 at 4% or $121,506 at 6%.
WESTCLIFF CAPITAL MANAGEMENT MONEY PURCHASE PENSION PLAN-6$73,449$83,762$13,960iApproximate average salary by contribution assumption: employee only about $349,008 at 4% or $232,672 at 6%; with 50% employer match about $232,672 at 4% or $155,115 at 6%; with 100% employer match about $174,504 at 4% or $116,336 at 6%.
200017$517,697$118,753$16,965iApproximate average salary by contribution assumption: employee only about $424,118 at 4% or $282,745 at 6%; with 50% employer match about $282,745 at 4% or $188,497 at 6%; with 100% employer match about $212,059 at 4% or $141,373 at 6%.
Westcliff Capital Management Profit Sharing Plan-7$517,697$118,753$16,965iApproximate average salary by contribution assumption: employee only about $424,118 at 4% or $282,745 at 6%; with 50% employer match about $282,745 at 4% or $188,497 at 6%; with 100% employer match about $212,059 at 4% or $141,373 at 6%.
199917$293,874$99,919$14,274iApproximate average salary by contribution assumption: employee only about $356,854 at 4% or $237,902 at 6%; with 50% employer match about $237,902 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,951 at 6%.
Westcliff Capital Management Profit Sharing Plan-7$293,874$99,919$14,274iApproximate average salary by contribution assumption: employee only about $356,854 at 4% or $237,902 at 6%; with 50% employer match about $237,902 at 4% or $158,602 at 6%; with 100% employer match about $178,427 at 4% or $118,951 at 6%.