Civic Intelligence

Western Financial Management Group

Plan context: Western Financial Management Group Inc. Employees Profit Sharing Plan

EIN 84-0916321 • 12 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

2

2005 Assets

$7,139

2005 Contributions

$3,644

Historical Graphs

Total Assets Over Time

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

$79,962$39,981$0199920042005YearValue
$7,139Latest year 2005

Participants Over Time

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

210199920022005YearValue
2Latest year 2005

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
200512$7,139$0-
Western Financial Management Group Inc. Employees Profit Sharing Plan-2$7,139--
200412$7,182$0-
Western Financial Management Group Inc. Employees Profit Sharing Plan-2$7,182--
200322$79,962$0-
Western Financial Management Group Inc. Employees Profit Sharing Plan-2$79,962--
Western Financial Management Group Inc. Employees Retirement Plan-0---
200222$0$0-
Western Financial Management Group Inc. Employees Profit Sharing Plan-2---
Western Financial Management Group Inc. Employees Retirement Plan-2---
200122$0$0-
Western Financial Management Group Inc. Employees Profit Sharing Plan-2---
Western Financial Management Group Inc. Employees Retirement Plan-2---
200022$0$0-
Western Financial Management Group Inc. Employees Retirement Plan-2---
Western Financial Management Group Inc. Employees Profit Sharing Plan-2---
199922$39,436$3,644$1,822iApproximate average salary by contribution assumption: employee only about $45,550 at 4% or $30,367 at 6%; with 50% employer match about $30,367 at 4% or $20,244 at 6%; with 100% employer match about $22,775 at 4% or $15,183 at 6%.
Western Financial Management Group Inc. Employees Retirement Plan-2$36,270$3,644$1,822iApproximate average salary by contribution assumption: employee only about $45,550 at 4% or $30,367 at 6%; with 50% employer match about $30,367 at 4% or $20,244 at 6%; with 100% employer match about $22,775 at 4% or $15,183 at 6%.
Western Financial Management Group Inc. Employees Profit Sharing Plan-2$3,166--