WESTWARD360, INC.
Plan context: WESTWARD360, INC. 401(K) PLAN
EIN 83-2288669 • Chicago, IL • 10 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
170
2024 Assets
$2,303,248
2024 Contributions
$467,257
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 170 | $0 | $0 | - |
| Outer Banks Capital Inc. 502 Accident, Life, Short Term, and Long Term Insurance | - | 0 | - | - | - |
| Outer Banks DBA Westward360 Health and Welfare Plan | - | 170 | - | - | - |
| 2023 | 2 | 190 | $0 | $0 | - |
| Outer Banks Capital Inc. 502 Accident, Life, Short Term, and Long Term Insurance | - | 190 | - | - | - |
| Outer Banks DBA Westward360 Health and Welfare Plan | - | 180 | - | - | - |
| 2022 | 3 | 154 | $2,303,248 | $467,257 | $3,034iApproximate average salary by contribution assumption: employee only about $75,853 at 4% or $50,569 at 6%; with 50% employer match about $50,569 at 4% or $33,713 at 6%; with 100% employer match about $37,927 at 4% or $25,284 at 6%. |
| WESTWARD360, INC. 401(K) PLAN | - | 72 | $2,303,248 | $467,257 | $6,490iApproximate average salary by contribution assumption: employee only about $162,242 at 4% or $108,161 at 6%; with 50% employer match about $108,161 at 4% or $72,108 at 6%; with 100% employer match about $81,121 at 4% or $54,081 at 6%. |
| Outer Banks Capital Inc. 502 Accident, Life, Short Term, and Long Term Insurance | - | 154 | - | - | - |
| Outer Banks DBA Westward360 Health and Welfare Plan | - | 100 | - | - | - |
| 2021 | 1 | 0 | $3,020,395 | $0 | - |
| WESTWARD360, INC. 401(K) PLAN | - | - | $3,020,395 | - | - |
| 2020 | 1 | 98 | $3,020,395 | $1,721,297 | $17,564iApproximate average salary by contribution assumption: employee only about $439,106 at 4% or $292,738 at 6%; with 50% employer match about $292,738 at 4% or $195,158 at 6%; with 100% employer match about $219,553 at 4% or $146,369 at 6%. |
| WESTWARD360, INC. 401(K) PLAN | - | 98 | $3,020,395 | $1,721,297 | $17,564iApproximate average salary by contribution assumption: employee only about $439,106 at 4% or $292,738 at 6%; with 50% employer match about $292,738 at 4% or $195,158 at 6%; with 100% employer match about $219,553 at 4% or $146,369 at 6%. |
| 2019 | 1 | 93 | $1,130,029 | $386,908 | $4,160iApproximate average salary by contribution assumption: employee only about $104,008 at 4% or $69,338 at 6%; with 50% employer match about $69,338 at 4% or $46,226 at 6%; with 100% employer match about $52,004 at 4% or $34,669 at 6%. |
| WESTWARD360, INC. 401(K) PLAN | - | 93 | $1,130,029 | $386,908 | $4,160iApproximate average salary by contribution assumption: employee only about $104,008 at 4% or $69,338 at 6%; with 50% employer match about $69,338 at 4% or $46,226 at 6%; with 100% employer match about $52,004 at 4% or $34,669 at 6%. |