Civic Intelligence

Outer Banks Capital Inc.

Plan context: WESTWARD360, INC. 401(K) PLAN

EIN 85-2850437 • Chicago, IL • 7 filings • 3 plans

1464 W WebsterChicago, IL 60614
Current Snapshot

Latest Year

2024

2024 Participants

129

2024 Assets

$4,178,035

2024 Contributions

$751,064

Historical Graphs

Total Assets Over Time

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

$4,178,035$2,089,018$020232024YearValue
$4,178,035Latest year 2024

Participants Over Time

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

12965020232024YearValue
129Latest 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
20242129$4,178,035$751,064$5,822iApproximate average salary by contribution assumption: employee only about $145,555 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,691 at 6%; with 100% employer match about $72,778 at 4% or $48,518 at 6%.
WESTWARD360, INC. 401(K) PLAN-129$4,178,035$751,064$5,822iApproximate average salary by contribution assumption: employee only about $145,555 at 4% or $97,037 at 6%; with 50% employer match about $97,037 at 4% or $64,691 at 6%; with 100% employer match about $72,778 at 4% or $48,518 at 6%.
Outer Banks Capital Inc. 501 Health & Dental Insurance Plan-100---
20231115$3,200,744$684,911$5,956iApproximate average salary by contribution assumption: employee only about $148,894 at 4% or $99,262 at 6%; with 50% employer match about $99,262 at 4% or $66,175 at 6%; with 100% employer match about $74,447 at 4% or $49,631 at 6%.
WESTWARD360, INC. 401(K) PLAN-115$3,200,744$684,911$5,956iApproximate average salary by contribution assumption: employee only about $148,894 at 4% or $99,262 at 6%; with 50% employer match about $99,262 at 4% or $66,175 at 6%; with 100% employer match about $74,447 at 4% or $49,631 at 6%.
202210$0$0-
Outer Banks Capital Inc. 501 Health & Dental Insurance Plan-0---
202110$0$0-
OUTER BANKS CAPITAL, INC. 502 ACCIDENT, LIFE, SHORT TERM, AND LONG TERM INSURANCE-0---
202020$0$0-
Outer Banks Capital Inc. 501 Health & Dental Insurance Plan-0---
OUTER BANKS CAPITAL, INC. 502 ACCIDENT, LIFE, SHORT TERM, AND LONG TERM INSURANCE-0---