Civic Intelligence

Scott a Galbraith D/B/A Western Retirement Advisors

Plan context: Western Retirement Advisors Plan and Trust

EIN 93-1019828 • 4 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

2

2007 Assets

$68,021

2007 Contributions

$33,600

Historical Graphs

Total Assets Over Time

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

$68,021$34,011$0200420052006YearValue
$68,021Latest year 2006

Participants Over Time

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

21020042005YearValue
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
200710$0$0-
Western Retirement Advisors Plan and Trust-0---
200610$68,021$0-
Western Retirement Advisors Plan and Trust-0$68,021--
200512$66,277$33,600$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
Western Retirement Advisors Plan and Trust-2$66,277$33,600$16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%.
200412$31,100$31,100$15,550iApproximate average salary by contribution assumption: employee only about $388,750 at 4% or $259,167 at 6%; with 50% employer match about $259,167 at 4% or $172,778 at 6%; with 100% employer match about $194,375 at 4% or $129,583 at 6%.
Western Retirement Advisors Plan and Trust-2$31,100$31,100$15,550iApproximate average salary by contribution assumption: employee only about $388,750 at 4% or $259,167 at 6%; with 50% employer match about $259,167 at 4% or $172,778 at 6%; with 100% employer match about $194,375 at 4% or $129,583 at 6%.