Civic Intelligence

Westbridge Capital Us Advisors

Plan context: Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust

EIN 80-0720715 • San Mateo, CA • 13 filings • 4 plans

520 S El Camino RealSuite 900San Mateo, CA 94402
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$3,003,574

2024 Contributions

$655,688

Historical Graphs

Total Assets Over Time

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

$3,003,574$1,501,787$0201220182024YearValue
$3,003,574Latest year 2024

Participants Over Time

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

24120201220182024YearValue
24Latest 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
2024124$3,003,574$655,688$27,320iApproximate average salary by contribution assumption: employee only about $683,008 at 4% or $455,339 at 6%; with 50% employer match about $455,339 at 4% or $303,559 at 6%; with 100% employer match about $341,504 at 4% or $227,669 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-24$3,003,574$655,688$27,320iApproximate average salary by contribution assumption: employee only about $683,008 at 4% or $455,339 at 6%; with 50% employer match about $455,339 at 4% or $303,559 at 6%; with 100% employer match about $341,504 at 4% or $227,669 at 6%.
2023123$2,076,847$573,481$24,934iApproximate average salary by contribution assumption: employee only about $623,349 at 4% or $415,566 at 6%; with 50% employer match about $415,566 at 4% or $277,044 at 6%; with 100% employer match about $311,674 at 4% or $207,783 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-23$2,076,847$573,481$24,934iApproximate average salary by contribution assumption: employee only about $623,349 at 4% or $415,566 at 6%; with 50% employer match about $415,566 at 4% or $277,044 at 6%; with 100% employer match about $311,674 at 4% or $207,783 at 6%.
2022116$1,253,819$318,910$19,932iApproximate average salary by contribution assumption: employee only about $498,297 at 4% or $332,198 at 6%; with 50% employer match about $332,198 at 4% or $221,465 at 6%; with 100% employer match about $249,148 at 4% or $166,099 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-16$1,253,819$318,910$19,932iApproximate average salary by contribution assumption: employee only about $498,297 at 4% or $332,198 at 6%; with 50% employer match about $332,198 at 4% or $221,465 at 6%; with 100% employer match about $249,148 at 4% or $166,099 at 6%.
2021111$1,151,874$200,063$18,188iApproximate average salary by contribution assumption: employee only about $454,689 at 4% or $303,126 at 6%; with 50% employer match about $303,126 at 4% or $202,084 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-11$1,151,874$200,063$18,188iApproximate average salary by contribution assumption: employee only about $454,689 at 4% or $303,126 at 6%; with 50% employer match about $303,126 at 4% or $202,084 at 6%; with 100% employer match about $227,344 at 4% or $151,563 at 6%.
2020110$1,004,758$202,209$20,221iApproximate average salary by contribution assumption: employee only about $505,523 at 4% or $337,015 at 6%; with 50% employer match about $337,015 at 4% or $224,677 at 6%; with 100% employer match about $252,761 at 4% or $168,508 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-10$1,004,758$202,209$20,221iApproximate average salary by contribution assumption: employee only about $505,523 at 4% or $337,015 at 6%; with 50% employer match about $337,015 at 4% or $224,677 at 6%; with 100% employer match about $252,761 at 4% or $168,508 at 6%.
201918$756,297$173,509$21,689iApproximate average salary by contribution assumption: employee only about $542,216 at 4% or $361,477 at 6%; with 50% employer match about $361,477 at 4% or $240,985 at 6%; with 100% employer match about $271,108 at 4% or $180,739 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-8$756,297$173,509$21,689iApproximate average salary by contribution assumption: employee only about $542,216 at 4% or $361,477 at 6%; with 50% employer match about $361,477 at 4% or $240,985 at 6%; with 100% employer match about $271,108 at 4% or $180,739 at 6%.
201815$469,189$166,601$33,320iApproximate average salary by contribution assumption: employee only about $833,005 at 4% or $555,337 at 6%; with 50% employer match about $555,337 at 4% or $370,224 at 6%; with 100% employer match about $416,502 at 4% or $277,668 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-5$469,189$166,601$33,320iApproximate average salary by contribution assumption: employee only about $833,005 at 4% or $555,337 at 6%; with 50% employer match about $555,337 at 4% or $370,224 at 6%; with 100% employer match about $416,502 at 4% or $277,668 at 6%.
201715$349,791$111,659$22,332iApproximate average salary by contribution assumption: employee only about $558,295 at 4% or $372,197 at 6%; with 50% employer match about $372,197 at 4% or $248,131 at 6%; with 100% employer match about $279,148 at 4% or $186,098 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-5$349,791$111,659$22,332iApproximate average salary by contribution assumption: employee only about $558,295 at 4% or $372,197 at 6%; with 50% employer match about $372,197 at 4% or $248,131 at 6%; with 100% employer match about $279,148 at 4% or $186,098 at 6%.
201613$190,551$64,752$21,584iApproximate average salary by contribution assumption: employee only about $539,600 at 4% or $359,733 at 6%; with 50% employer match about $359,733 at 4% or $239,822 at 6%; with 100% employer match about $269,800 at 4% or $179,867 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-3$190,551$64,752$21,584iApproximate average salary by contribution assumption: employee only about $539,600 at 4% or $359,733 at 6%; with 50% employer match about $359,733 at 4% or $239,822 at 6%; with 100% employer match about $269,800 at 4% or $179,867 at 6%.
201511$104,682$13,140$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-1$104,682$13,140$13,140iApproximate average salary by contribution assumption: employee only about $328,500 at 4% or $219,000 at 6%; with 50% employer match about $219,000 at 4% or $146,000 at 6%; with 100% employer match about $164,250 at 4% or $109,500 at 6%.
201412$151,408$36,564$18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-2$151,408$36,564$18,282iApproximate average salary by contribution assumption: employee only about $457,050 at 4% or $304,700 at 6%; with 50% employer match about $304,700 at 4% or $203,133 at 6%; with 100% employer match about $228,525 at 4% or $152,350 at 6%.
201312$102,908$80,225$40,113iApproximate average salary by contribution assumption: employee only about $1,002,813 at 4% or $668,542 at 6%; with 50% employer match about $668,542 at 4% or $445,694 at 6%; with 100% employer match about $501,406 at 4% or $334,271 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-2$102,908$80,225$40,113iApproximate average salary by contribution assumption: employee only about $1,002,813 at 4% or $668,542 at 6%; with 50% employer match about $668,542 at 4% or $445,694 at 6%; with 100% employer match about $501,406 at 4% or $334,271 at 6%.
201213$37,184$35,037$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.
Westbridge Capital Us Advisors 401 K Profit Sharing Plan Trust-3$37,184$35,037$11,679iApproximate average salary by contribution assumption: employee only about $291,975 at 4% or $194,650 at 6%; with 50% employer match about $194,650 at 4% or $129,767 at 6%; with 100% employer match about $145,988 at 4% or $97,325 at 6%.