Westover Shadle Byrd & Carter PLC
Plan context: Westover Shadle & Walsma PLC 401K Plan
EIN 86-0901333 • Yuma, AZ • 15 filings • 8 plans
Current Snapshot
Latest Year
2013
2013 Participants
8
2013 Assets
$725,593
2013 Contributions
$49,600
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 |
|---|---|---|---|---|---|
| 2013 | 1 | 0 | $0 | $0 | - |
| Westover Shadle & Walsma PLC 401K Plan | - | 0 | $0 | $0 | - |
| 2012 | 1 | 8 | $725,593 | $49,600 | $6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | $725,593 | $49,600 | $6,200iApproximate average salary by contribution assumption: employee only about $155,000 at 4% or $103,333 at 6%; with 50% employer match about $103,333 at 4% or $68,889 at 6%; with 100% employer match about $77,500 at 4% or $51,667 at 6%. |
| 2011 | 1 | 8 | $669,042 | $78,581 | $9,823iApproximate average salary by contribution assumption: employee only about $245,566 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | $669,042 | $78,581 | $9,823iApproximate average salary by contribution assumption: employee only about $245,566 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,783 at 4% or $81,855 at 6%. |
| 2010 | 1 | 8 | $731,945 | $80,208 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | $731,945 | $80,208 | $10,026iApproximate average salary by contribution assumption: employee only about $250,650 at 4% or $167,100 at 6%; with 50% employer match about $167,100 at 4% or $111,400 at 6%; with 100% employer match about $125,325 at 4% or $83,550 at 6%. |
| 2009 | 1 | 9 | $724,576 | $51,091 | $5,677iApproximate average salary by contribution assumption: employee only about $141,919 at 4% or $94,613 at 6%; with 50% employer match about $94,613 at 4% or $63,075 at 6%; with 100% employer match about $70,960 at 4% or $47,306 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 9 | $724,576 | $51,091 | $5,677iApproximate average salary by contribution assumption: employee only about $141,919 at 4% or $94,613 at 6%; with 50% employer match about $94,613 at 4% or $63,075 at 6%; with 100% employer match about $70,960 at 4% or $47,306 at 6%. |
| 2008 | 1 | 8 | $687,475 | $42,189 | $5,274iApproximate average salary by contribution assumption: employee only about $131,841 at 4% or $87,894 at 6%; with 50% employer match about $87,894 at 4% or $58,596 at 6%; with 100% employer match about $65,920 at 4% or $43,947 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | $687,475 | $42,189 | $5,274iApproximate average salary by contribution assumption: employee only about $131,841 at 4% or $87,894 at 6%; with 50% employer match about $87,894 at 4% or $58,596 at 6%; with 100% employer match about $65,920 at 4% or $43,947 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Westover Shadle & Walsma PLC 401K Plan | - | 7 | - | - | - |
| 2006 | 1 | 7 | $804,093 | $41,481 | $5,926iApproximate average salary by contribution assumption: employee only about $148,146 at 4% or $98,764 at 6%; with 50% employer match about $98,764 at 4% or $65,843 at 6%; with 100% employer match about $74,073 at 4% or $49,382 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 7 | $804,093 | $41,481 | $5,926iApproximate average salary by contribution assumption: employee only about $148,146 at 4% or $98,764 at 6%; with 50% employer match about $98,764 at 4% or $65,843 at 6%; with 100% employer match about $74,073 at 4% or $49,382 at 6%. |
| 2005 | 1 | 6 | $594,663 | $37,044 | $6,174iApproximate average salary by contribution assumption: employee only about $154,350 at 4% or $102,900 at 6%; with 50% employer match about $102,900 at 4% or $68,600 at 6%; with 100% employer match about $77,175 at 4% or $51,450 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 6 | $594,663 | $37,044 | $6,174iApproximate average salary by contribution assumption: employee only about $154,350 at 4% or $102,900 at 6%; with 50% employer match about $102,900 at 4% or $68,600 at 6%; with 100% employer match about $77,175 at 4% or $51,450 at 6%. |
| 2004 | 1 | 6 | $536,207 | $33,901 | $5,650iApproximate average salary by contribution assumption: employee only about $141,254 at 4% or $94,169 at 6%; with 50% employer match about $94,169 at 4% or $62,780 at 6%; with 100% employer match about $70,627 at 4% or $47,085 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 6 | $536,207 | $33,901 | $5,650iApproximate average salary by contribution assumption: employee only about $141,254 at 4% or $94,169 at 6%; with 50% employer match about $94,169 at 4% or $62,780 at 6%; with 100% employer match about $70,627 at 4% or $47,085 at 6%. |
| 2003 | 1 | 6 | $516,137 | $33,971 | $5,662iApproximate average salary by contribution assumption: employee only about $141,546 at 4% or $94,364 at 6%; with 50% employer match about $94,364 at 4% or $62,909 at 6%; with 100% employer match about $70,773 at 4% or $47,182 at 6%. |
| Westover Shadle & Walsma PLC 401K Plan | - | 6 | $516,137 | $33,971 | $5,662iApproximate average salary by contribution assumption: employee only about $141,546 at 4% or $94,364 at 6%; with 50% employer match about $94,364 at 4% or $62,909 at 6%; with 100% employer match about $70,773 at 4% or $47,182 at 6%. |
| 2002 | 1 | 8 | $0 | $0 | - |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | - | - | - |
| 2001 | 1 | 8 | $0 | $0 | - |
| Westover Shadle & Walsma PLC 401K Plan | - | 8 | - | - | - |
| 2000 | 1 | 10 | $1,012,469 | $13,006 | $1,301iApproximate average salary by contribution assumption: employee only about $32,515 at 4% or $21,677 at 6%; with 50% employer match about $21,677 at 4% or $14,451 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%. |
| Westover, Choules, & Shadle Inc. 401K Profit Sharing Plan | - | 10 | $1,012,469 | $13,006 | $1,301iApproximate average salary by contribution assumption: employee only about $32,515 at 4% or $21,677 at 6%; with 50% employer match about $21,677 at 4% or $14,451 at 6%; with 100% employer match about $16,257 at 4% or $10,838 at 6%. |
| 1999 | 1 | 6 | $1,173,614 | $14,594 | $2,432iApproximate average salary by contribution assumption: employee only about $60,808 at 4% or $40,539 at 6%; with 50% employer match about $40,539 at 4% or $27,026 at 6%; with 100% employer match about $30,404 at 4% or $20,269 at 6%. |
| Westover, Choules, & Shadle Inc. 401K Profit Sharing Plan | - | 6 | $1,173,614 | $14,594 | $2,432iApproximate average salary by contribution assumption: employee only about $60,808 at 4% or $40,539 at 6%; with 50% employer match about $40,539 at 4% or $27,026 at 6%; with 100% employer match about $30,404 at 4% or $20,269 at 6%. |