Civic Intelligence

Westpac Investments Inc.

Plan context: WESTPAC INVESTMENTS, INC.401K PROFIT SHARING PLAN & TRUST

EIN 77-0505583 • San Luis Obispo, CA • 23 filings • 9 plans

895 Aerovista Place, Ste 100San Luis Obispo, CA 93401
Current Snapshot

Latest Year

2023

2023 Participants

226

2023 Assets

$1,596,120

2023 Contributions

$181,894

Historical Graphs

Total Assets Over Time

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

$1,596,120$798,060$0200320082013YearValue
$1,596,120Latest year 2013

Participants Over Time

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

3821910200320132023YearValue
226Latest year 2023

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
20231226$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-226---
20221222$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-222---
20211262$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-262---
20201247$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-247---
20191267$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-267---
20181250$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-250---
20171259$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-259---
20161242$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-242---
20151135$0$0-
Westpac Investments Inc. Health and Welfare Benefits Plan-135---
20143238$0$0-
WESTPAC INVESTMENTS, INC.401K PROFIT SHARING PLAN & TRUST-0---
Westpac Investments Inc. Health and Welfare Benefits Plan-238---
WESTPAC INVESTMENTS, INC. ANCILLARY BENEFIT PLAN-81---
20131216$1,596,120$181,894$842iApproximate average salary by contribution assumption: employee only about $21,053 at 4% or $14,035 at 6%; with 50% employer match about $14,035 at 4% or $9,357 at 6%; with 100% employer match about $10,526 at 4% or $7,018 at 6%.
WESTPAC INVESTMENTS, INC.401K PROFIT SHARING PLAN & TRUST-216$1,596,120$181,894$842iApproximate average salary by contribution assumption: employee only about $21,053 at 4% or $14,035 at 6%; with 50% employer match about $14,035 at 4% or $9,357 at 6%; with 100% employer match about $10,526 at 4% or $7,018 at 6%.
20121223$1,302,558$217,544$976iApproximate average salary by contribution assumption: employee only about $24,388 at 4% or $16,259 at 6%; with 50% employer match about $16,259 at 4% or $10,839 at 6%; with 100% employer match about $12,194 at 4% or $8,129 at 6%.
WESTPAC INVESTMENTS, INC.401K PROFIT SHARING PLAN & TRUST-223$1,302,558$217,544$976iApproximate average salary by contribution assumption: employee only about $24,388 at 4% or $16,259 at 6%; with 50% employer match about $16,259 at 4% or $10,839 at 6%; with 100% employer match about $12,194 at 4% or $8,129 at 6%.
20111340$1,036,553$194,138$571iApproximate average salary by contribution assumption: employee only about $14,275 at 4% or $9,517 at 6%; with 50% employer match about $9,517 at 4% or $6,344 at 6%; with 100% employer match about $7,137 at 4% or $4,758 at 6%.
WESTPAC INVESTMENTS, INC.401K PROFIT SHARING PLAN & TRUST-340$1,036,553$194,138$571iApproximate average salary by contribution assumption: employee only about $14,275 at 4% or $9,517 at 6%; with 50% employer match about $9,517 at 4% or $6,344 at 6%; with 100% employer match about $7,137 at 4% or $4,758 at 6%.
20101382$1,326,993$230,346$603iApproximate average salary by contribution assumption: employee only about $15,075 at 4% or $10,050 at 6%; with 50% employer match about $10,050 at 4% or $6,700 at 6%; with 100% employer match about $7,538 at 4% or $5,025 at 6%.
WESTPAC INVESTMENTS INC 401(K) PROFIT SHARING PLAN & TRUST-382$1,326,993$230,346$603iApproximate average salary by contribution assumption: employee only about $15,075 at 4% or $10,050 at 6%; with 50% employer match about $10,050 at 4% or $6,700 at 6%; with 100% employer match about $7,538 at 4% or $5,025 at 6%.
20091348$1,217,332$243,443$700iApproximate average salary by contribution assumption: employee only about $17,489 at 4% or $11,659 at 6%; with 50% employer match about $11,659 at 4% or $7,773 at 6%; with 100% employer match about $8,744 at 4% or $5,830 at 6%.
WESTPAC INVESTMENTS, INC.401(K) RETIREMENT SAVINGS PLAN-348$1,217,332$243,443$700iApproximate average salary by contribution assumption: employee only about $17,489 at 4% or $11,659 at 6%; with 50% employer match about $11,659 at 4% or $7,773 at 6%; with 100% employer match about $8,744 at 4% or $5,830 at 6%.
20081343$775,274$279,755$816iApproximate average salary by contribution assumption: employee only about $20,390 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,062 at 6%; with 100% employer match about $10,195 at 4% or $6,797 at 6%.
WESTPAC INVESTMENTS, INC.401K RETIREMENT SAVINGS PLAN-343$775,274$279,755$816iApproximate average salary by contribution assumption: employee only about $20,390 at 4% or $13,594 at 6%; with 50% employer match about $13,594 at 4% or $9,062 at 6%; with 100% employer match about $10,195 at 4% or $6,797 at 6%.
20071360$888,189$244,283$679iApproximate average salary by contribution assumption: employee only about $16,964 at 4% or $11,309 at 6%; with 50% employer match about $11,309 at 4% or $7,540 at 6%; with 100% employer match about $8,482 at 4% or $5,655 at 6%.
WESTPAC INVESTMENTS, INC. 401K RETIREMENT SAVINGS PLAN-360$888,189$244,283$679iApproximate average salary by contribution assumption: employee only about $16,964 at 4% or $11,309 at 6%; with 50% employer match about $11,309 at 4% or $7,540 at 6%; with 100% employer match about $8,482 at 4% or $5,655 at 6%.
20061237$734,805$173,166$731iApproximate average salary by contribution assumption: employee only about $18,266 at 4% or $12,178 at 6%; with 50% employer match about $12,178 at 4% or $8,118 at 6%; with 100% employer match about $9,133 at 4% or $6,089 at 6%.
WESTPAC EMPLOYEES 401K PLAN-237$734,805$173,166$731iApproximate average salary by contribution assumption: employee only about $18,266 at 4% or $12,178 at 6%; with 50% employer match about $12,178 at 4% or $8,118 at 6%; with 100% employer match about $9,133 at 4% or $6,089 at 6%.
20051213$515,557$179,057$841iApproximate average salary by contribution assumption: employee only about $21,016 at 4% or $14,011 at 6%; with 50% employer match about $14,011 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%.
WESTPAC EMPLOYEES 401K PLAN-213$515,557$179,057$841iApproximate average salary by contribution assumption: employee only about $21,016 at 4% or $14,011 at 6%; with 50% employer match about $14,011 at 4% or $9,340 at 6%; with 100% employer match about $10,508 at 4% or $7,005 at 6%.
20041232$348,165$202,755$874iApproximate average salary by contribution assumption: employee only about $21,849 at 4% or $14,566 at 6%; with 50% employer match about $14,566 at 4% or $9,710 at 6%; with 100% employer match about $10,924 at 4% or $7,283 at 6%.
WESTPAC EMPLOYEES 401K PLAN-232$348,165$202,755$874iApproximate average salary by contribution assumption: employee only about $21,849 at 4% or $14,566 at 6%; with 50% employer match about $14,566 at 4% or $9,710 at 6%; with 100% employer match about $10,924 at 4% or $7,283 at 6%.
20031214$148,441$140,921$659iApproximate average salary by contribution assumption: employee only about $16,463 at 4% or $10,975 at 6%; with 50% employer match about $10,975 at 4% or $7,317 at 6%; with 100% employer match about $8,231 at 4% or $5,488 at 6%.
WESTPAC EMPLOYEES 401K PLAN-214$148,441$140,921$659iApproximate average salary by contribution assumption: employee only about $16,463 at 4% or $10,975 at 6%; with 50% employer match about $10,975 at 4% or $7,317 at 6%; with 100% employer match about $8,231 at 4% or $5,488 at 6%.