Western Wealth Management Inc
Plan context: Western Wealth Management Inc 401K Plan & Trust
EIN 90-0004986 • Sacramento, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,220,546
2024 Contributions
$175,601
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 | 3 | $1,220,546 | $175,601 | $58,534iApproximate average salary by contribution assumption: employee only about $1,463,342 at 4% or $975,561 at 6%; with 50% employer match about $975,561 at 4% or $650,374 at 6%; with 100% employer match about $731,671 at 4% or $487,781 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $615,575 | - | - |
| Western Wealth Management Inc Defined Benefit Pension Plan | - | 2 | $604,971 | $175,601 | $87,801iApproximate average salary by contribution assumption: employee only about $2,195,013 at 4% or $1,463,342 at 6%; with 50% employer match about $1,463,342 at 4% or $975,561 at 6%; with 100% employer match about $1,097,506 at 4% or $731,671 at 6%. |
| 2023 | 2 | 3 | $1,013,651 | $278,500 | $92,833iApproximate average salary by contribution assumption: employee only about $2,320,833 at 4% or $1,547,222 at 6%; with 50% employer match about $1,547,222 at 4% or $1,031,481 at 6%; with 100% employer match about $1,160,417 at 4% or $773,611 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $600,507 | $77,500 | $25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%. |
| Western Wealth Management Inc Defined Benefit Pension Plan | - | 2 | $413,144 | $201,000 | $100,500iApproximate average salary by contribution assumption: employee only about $2,512,500 at 4% or $1,675,000 at 6%; with 50% employer match about $1,675,000 at 4% or $1,116,667 at 6%; with 100% employer match about $1,256,250 at 4% or $837,500 at 6%. |
| 2022 | 2 | 3 | $618,624 | $279,800 | $93,267iApproximate average salary by contribution assumption: employee only about $2,331,667 at 4% or $1,554,444 at 6%; with 50% employer match about $1,554,444 at 4% or $1,036,296 at 6%; with 100% employer match about $1,165,833 at 4% or $777,222 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $409,624 | $70,800 | $23,600iApproximate average salary by contribution assumption: employee only about $590,000 at 4% or $393,333 at 6%; with 50% employer match about $393,333 at 4% or $262,222 at 6%; with 100% employer match about $295,000 at 4% or $196,667 at 6%. |
| Western Wealth Management Inc Defined Benefit Pension Plan | - | 2 | $209,000 | $209,000 | $104,500iApproximate average salary by contribution assumption: employee only about $2,612,500 at 4% or $1,741,667 at 6%; with 50% employer match about $1,741,667 at 4% or $1,161,111 at 6%; with 100% employer match about $1,306,250 at 4% or $870,833 at 6%. |
| 2021 | 1 | 3 | $501,044 | $154,630 | $51,543iApproximate average salary by contribution assumption: employee only about $1,288,583 at 4% or $859,056 at 6%; with 50% employer match about $859,056 at 4% or $572,704 at 6%; with 100% employer match about $644,292 at 4% or $429,528 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $501,044 | $154,630 | $51,543iApproximate average salary by contribution assumption: employee only about $1,288,583 at 4% or $859,056 at 6%; with 50% employer match about $859,056 at 4% or $572,704 at 6%; with 100% employer match about $644,292 at 4% or $429,528 at 6%. |
| 2020 | 1 | 2 | $352,453 | $54,489 | $27,245iApproximate average salary by contribution assumption: employee only about $681,113 at 4% or $454,075 at 6%; with 50% employer match about $454,075 at 4% or $302,717 at 6%; with 100% employer match about $340,556 at 4% or $227,038 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 2 | $352,453 | $54,489 | $27,245iApproximate average salary by contribution assumption: employee only about $681,113 at 4% or $454,075 at 6%; with 50% employer match about $454,075 at 4% or $302,717 at 6%; with 100% employer match about $340,556 at 4% or $227,038 at 6%. |
| 2019 | 1 | 2 | $231,054 | $52,750 | $26,375iApproximate average salary by contribution assumption: employee only about $659,375 at 4% or $439,583 at 6%; with 50% employer match about $439,583 at 4% or $293,056 at 6%; with 100% employer match about $329,688 at 4% or $219,792 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 2 | $231,054 | $52,750 | $26,375iApproximate average salary by contribution assumption: employee only about $659,375 at 4% or $439,583 at 6%; with 50% employer match about $439,583 at 4% or $293,056 at 6%; with 100% employer match about $329,688 at 4% or $219,792 at 6%. |
| 2018 | 1 | 2 | $159,349 | $53,050 | $26,525iApproximate average salary by contribution assumption: employee only about $663,125 at 4% or $442,083 at 6%; with 50% employer match about $442,083 at 4% or $294,722 at 6%; with 100% employer match about $331,563 at 4% or $221,042 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 2 | $159,349 | $53,050 | $26,525iApproximate average salary by contribution assumption: employee only about $663,125 at 4% or $442,083 at 6%; with 50% employer match about $442,083 at 4% or $294,722 at 6%; with 100% employer match about $331,563 at 4% or $221,042 at 6%. |
| 2017 | 1 | 2 | $117,981 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 2 | $117,981 | $30,500 | $15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%. |
| 2016 | 1 | 3 | $76,431 | $31,200 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $76,431 | $31,200 | $10,400iApproximate average salary by contribution assumption: employee only about $260,000 at 4% or $173,333 at 6%; with 50% employer match about $173,333 at 4% or $115,556 at 6%; with 100% employer match about $130,000 at 4% or $86,667 at 6%. |
| 2015 | 1 | 3 | $48,277 | $12,250 | $4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $48,277 | $12,250 | $4,083iApproximate average salary by contribution assumption: employee only about $102,083 at 4% or $68,056 at 6%; with 50% employer match about $68,056 at 4% or $45,370 at 6%; with 100% employer match about $51,042 at 4% or $34,028 at 6%. |
| 2014 | 1 | 3 | $32,577 | $2,300 | $767iApproximate average salary by contribution assumption: employee only about $19,167 at 4% or $12,778 at 6%; with 50% employer match about $12,778 at 4% or $8,519 at 6%; with 100% employer match about $9,583 at 4% or $6,389 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $32,577 | $2,300 | $767iApproximate average salary by contribution assumption: employee only about $19,167 at 4% or $12,778 at 6%; with 50% employer match about $12,778 at 4% or $8,519 at 6%; with 100% employer match about $9,583 at 4% or $6,389 at 6%. |
| 2013 | 1 | 3 | $39,731 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $39,731 | - | - |
| 2012 | 1 | 3 | $37,762 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $37,762 | - | - |
| 2011 | 1 | 3 | $34,261 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $34,261 | - | - |
| 2010 | 1 | 3 | $33,649 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $33,649 | - | - |
| 2009 | 1 | 3 | $31,121 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $31,121 | - | - |
| 2008 | 1 | 3 | $0 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | - | - | - |
| 2006 | 1 | 3 | $31,542 | $1,200 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $31,542 | $1,200 | $400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%. |
| 2005 | 1 | 3 | $26,862 | $2,950 | $983iApproximate average salary by contribution assumption: employee only about $24,583 at 4% or $16,389 at 6%; with 50% employer match about $16,389 at 4% or $10,926 at 6%; with 100% employer match about $12,292 at 4% or $8,194 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $26,862 | $2,950 | $983iApproximate average salary by contribution assumption: employee only about $24,583 at 4% or $16,389 at 6%; with 50% employer match about $16,389 at 4% or $10,926 at 6%; with 100% employer match about $12,292 at 4% or $8,194 at 6%. |
| 2004 | 1 | 3 | $21,354 | $2,800 | $933iApproximate average salary by contribution assumption: employee only about $23,333 at 4% or $15,556 at 6%; with 50% employer match about $15,556 at 4% or $10,370 at 6%; with 100% employer match about $11,667 at 4% or $7,778 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $21,354 | $2,800 | $933iApproximate average salary by contribution assumption: employee only about $23,333 at 4% or $15,556 at 6%; with 50% employer match about $15,556 at 4% or $10,370 at 6%; with 100% employer match about $11,667 at 4% or $7,778 at 6%. |
| 2003 | 1 | 3 | $18,708 | $0 | - |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $18,708 | - | - |
| 2002 | 1 | 3 | $16,642 | $17,757 | $5,919iApproximate average salary by contribution assumption: employee only about $147,975 at 4% or $98,650 at 6%; with 50% employer match about $98,650 at 4% or $65,767 at 6%; with 100% employer match about $73,988 at 4% or $49,325 at 6%. |
| Western Wealth Management Inc 401K Plan & Trust | - | 3 | $16,642 | $17,757 | $5,919iApproximate average salary by contribution assumption: employee only about $147,975 at 4% or $98,650 at 6%; with 50% employer match about $98,650 at 4% or $65,767 at 6%; with 100% employer match about $73,988 at 4% or $49,325 at 6%. |