Civic Intelligence

Western Investment LLC

Plan context: Western Investment LLC Profit Sharing Plan

EIN 87-0623442 • Salt Lake City, UT • 18 filings • 2 plans

PO Box 71869Salt Lake City, UT 84171
Current Snapshot

Latest Year

2019

2019 Participants

9

2019 Assets

$1,124,593

2019 Contributions

$53,270

Historical Graphs

Total Assets Over Time

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

$2,398,291$1,199,146$0200420132019YearValue
$1,124,593Latest year 2019

Participants Over Time

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

1890200220112019YearValue
9Latest year 2019

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
201919$1,124,593$0-
Western Investment LLC Profit Sharing Plan-9$1,124,593--
201819$960,791$53,270$5,919iApproximate average salary by contribution assumption: employee only about $147,972 at 4% or $98,648 at 6%; with 50% employer match about $98,648 at 4% or $65,765 at 6%; with 100% employer match about $73,986 at 4% or $49,324 at 6%.
Western Investment LLC Profit Sharing Plan-9$960,791$53,270$5,919iApproximate average salary by contribution assumption: employee only about $147,972 at 4% or $98,648 at 6%; with 50% employer match about $98,648 at 4% or $65,765 at 6%; with 100% employer match about $73,986 at 4% or $49,324 at 6%.
2017111$1,860,601$20,327$1,848iApproximate average salary by contribution assumption: employee only about $46,198 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,099 at 4% or $15,399 at 6%.
Western Investment LLC Profit Sharing Plan-11$1,860,601$20,327$1,848iApproximate average salary by contribution assumption: employee only about $46,198 at 4% or $30,798 at 6%; with 50% employer match about $30,798 at 4% or $20,532 at 6%; with 100% employer match about $23,099 at 4% or $15,399 at 6%.
2016112$2,145,363$20,327$1,694iApproximate average salary by contribution assumption: employee only about $42,348 at 4% or $28,232 at 6%; with 50% employer match about $28,232 at 4% or $18,821 at 6%; with 100% employer match about $21,174 at 4% or $14,116 at 6%.
Western Investment LLC Profit Sharing Plan-12$2,145,363$20,327$1,694iApproximate average salary by contribution assumption: employee only about $42,348 at 4% or $28,232 at 6%; with 50% employer match about $28,232 at 4% or $18,821 at 6%; with 100% employer match about $21,174 at 4% or $14,116 at 6%.
2015112$1,982,733$12,826$1,069iApproximate average salary by contribution assumption: employee only about $26,721 at 4% or $17,814 at 6%; with 50% employer match about $17,814 at 4% or $11,876 at 6%; with 100% employer match about $13,360 at 4% or $8,907 at 6%.
Western Investment LLC Profit Sharing Plan-12$1,982,733$12,826$1,069iApproximate average salary by contribution assumption: employee only about $26,721 at 4% or $17,814 at 6%; with 50% employer match about $17,814 at 4% or $11,876 at 6%; with 100% employer match about $13,360 at 4% or $8,907 at 6%.
2014111$1,984,521$12,827$1,166iApproximate average salary by contribution assumption: employee only about $29,152 at 4% or $19,435 at 6%; with 50% employer match about $19,435 at 4% or $12,957 at 6%; with 100% employer match about $14,576 at 4% or $9,717 at 6%.
Western Investment LLC Profit Sharing Plan-11$1,984,521$12,827$1,166iApproximate average salary by contribution assumption: employee only about $29,152 at 4% or $19,435 at 6%; with 50% employer match about $19,435 at 4% or $12,957 at 6%; with 100% employer match about $14,576 at 4% or $9,717 at 6%.
2013113$1,998,315$107,343$8,257iApproximate average salary by contribution assumption: employee only about $206,429 at 4% or $137,619 at 6%; with 50% employer match about $137,619 at 4% or $91,746 at 6%; with 100% employer match about $103,214 at 4% or $68,810 at 6%.
Western Investment LLC Profit Sharing Plan-13$1,998,315$107,343$8,257iApproximate average salary by contribution assumption: employee only about $206,429 at 4% or $137,619 at 6%; with 50% employer match about $137,619 at 4% or $91,746 at 6%; with 100% employer match about $103,214 at 4% or $68,810 at 6%.
2012116$2,398,291$283,364$17,710iApproximate average salary by contribution assumption: employee only about $442,756 at 4% or $295,171 at 6%; with 50% employer match about $295,171 at 4% or $196,781 at 6%; with 100% employer match about $221,378 at 4% or $147,585 at 6%.
Western Investment LLC Profit Sharing Plan-16$2,398,291$283,364$17,710iApproximate average salary by contribution assumption: employee only about $442,756 at 4% or $295,171 at 6%; with 50% employer match about $295,171 at 4% or $196,781 at 6%; with 100% employer match about $221,378 at 4% or $147,585 at 6%.
2011115$1,961,008$344,595$22,973iApproximate average salary by contribution assumption: employee only about $574,325 at 4% or $382,883 at 6%; with 50% employer match about $382,883 at 4% or $255,256 at 6%; with 100% employer match about $287,163 at 4% or $191,442 at 6%.
Western Investment LLC Profit Sharing Plan-15$1,961,008$344,595$22,973iApproximate average salary by contribution assumption: employee only about $574,325 at 4% or $382,883 at 6%; with 50% employer match about $382,883 at 4% or $255,256 at 6%; with 100% employer match about $287,163 at 4% or $191,442 at 6%.
2010114$1,635,979$310,779$22,199iApproximate average salary by contribution assumption: employee only about $554,963 at 4% or $369,975 at 6%; with 50% employer match about $369,975 at 4% or $246,650 at 6%; with 100% employer match about $277,481 at 4% or $184,988 at 6%.
Western Investment LLC Profit Sharing Plan-14$1,635,979$310,779$22,199iApproximate average salary by contribution assumption: employee only about $554,963 at 4% or $369,975 at 6%; with 50% employer match about $369,975 at 4% or $246,650 at 6%; with 100% employer match about $277,481 at 4% or $184,988 at 6%.
2009118$1,224,810$279,498$15,528iApproximate average salary by contribution assumption: employee only about $388,192 at 4% or $258,794 at 6%; with 50% employer match about $258,794 at 4% or $172,530 at 6%; with 100% employer match about $194,096 at 4% or $129,397 at 6%.
Western Investment LLC Profit Sharing Plan-18$1,224,810$279,498$15,528iApproximate average salary by contribution assumption: employee only about $388,192 at 4% or $258,794 at 6%; with 50% employer match about $258,794 at 4% or $172,530 at 6%; with 100% employer match about $194,096 at 4% or $129,397 at 6%.
2008113$0$0-
Western Investment LLC Profit Sharing Plan-13---
2007113$0$0-
Western Investment LLC Profit Sharing Plan-13---
2006112$737,407$176,350$14,696iApproximate average salary by contribution assumption: employee only about $367,396 at 4% or $244,931 at 6%; with 50% employer match about $244,931 at 4% or $163,287 at 6%; with 100% employer match about $183,698 at 4% or $122,465 at 6%.
Western Investment LLC Profit Sharing Plan-12$737,407$176,350$14,696iApproximate average salary by contribution assumption: employee only about $367,396 at 4% or $244,931 at 6%; with 50% employer match about $244,931 at 4% or $163,287 at 6%; with 100% employer match about $183,698 at 4% or $122,465 at 6%.
200519$496,944$199,142$22,127iApproximate average salary by contribution assumption: employee only about $553,172 at 4% or $368,781 at 6%; with 50% employer match about $368,781 at 4% or $245,854 at 6%; with 100% employer match about $276,586 at 4% or $184,391 at 6%.
Western Investment LLC Profit Sharing Plan-9$496,944$199,142$22,127iApproximate average salary by contribution assumption: employee only about $553,172 at 4% or $368,781 at 6%; with 50% employer match about $368,781 at 4% or $245,854 at 6%; with 100% employer match about $276,586 at 4% or $184,391 at 6%.
2004111$282,267$88,520$8,047iApproximate average salary by contribution assumption: employee only about $201,182 at 4% or $134,121 at 6%; with 50% employer match about $134,121 at 4% or $89,414 at 6%; with 100% employer match about $100,591 at 4% or $67,061 at 6%.
Western Investment LLC Profit Sharing Plan-11$282,267$88,520$8,047iApproximate average salary by contribution assumption: employee only about $201,182 at 4% or $134,121 at 6%; with 50% employer match about $134,121 at 4% or $89,414 at 6%; with 100% employer match about $100,591 at 4% or $67,061 at 6%.
200318$0$0-
Western Investment LLC Profit Sharing Plan-8---
200215$0$0-
Western Investment LLC Profit Sharing Plan-5---