Civic Intelligence

West Lake Brokers Inc.

Plan context: West Lake Brokers Inc. Profit Sharing Plan

EIN 94-2805824 • Watsonville, CA • 45 filings • 5 plans

P. O. Box 27Watsonville, CA 95077
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$14,222,245

2024 Contributions

$416,090

Historical Graphs

Total Assets Over Time

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

$14,222,245$7,111,123$0199920142024YearValue
$14,222,245Latest year 2024

Participants Over Time

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

1370199920122024YearValue
13Latest 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
2024113$14,222,245$416,090$32,007iApproximate average salary by contribution assumption: employee only about $800,173 at 4% or $533,449 at 6%; with 50% employer match about $533,449 at 4% or $355,632 at 6%; with 100% employer match about $400,087 at 4% or $266,724 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-13$14,222,245$416,090$32,007iApproximate average salary by contribution assumption: employee only about $800,173 at 4% or $533,449 at 6%; with 50% employer match about $533,449 at 4% or $355,632 at 6%; with 100% employer match about $400,087 at 4% or $266,724 at 6%.
2023113$12,950,739$711,552$54,735iApproximate average salary by contribution assumption: employee only about $1,368,369 at 4% or $912,246 at 6%; with 50% employer match about $912,246 at 4% or $608,164 at 6%; with 100% employer match about $684,185 at 4% or $456,123 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-13$12,950,739$711,552$54,735iApproximate average salary by contribution assumption: employee only about $1,368,369 at 4% or $912,246 at 6%; with 50% employer match about $912,246 at 4% or $608,164 at 6%; with 100% employer match about $684,185 at 4% or $456,123 at 6%.
2022212$10,554,224$5,242,195$436,850iApproximate average salary by contribution assumption: employee only about $10,921,240 at 4% or $7,280,826 at 6%; with 50% employer match about $7,280,826 at 4% or $4,853,884 at 6%; with 100% employer match about $5,460,620 at 4% or $3,640,413 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-12$10,554,224$5,242,195$436,850iApproximate average salary by contribution assumption: employee only about $10,921,240 at 4% or $7,280,826 at 6%; with 50% employer match about $7,280,826 at 4% or $4,853,884 at 6%; with 100% employer match about $5,460,620 at 4% or $3,640,413 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-0$0$0-
2021210$11,607,436$507,511$50,751iApproximate average salary by contribution assumption: employee only about $1,268,778 at 4% or $845,852 at 6%; with 50% employer match about $845,852 at 4% or $563,901 at 6%; with 100% employer match about $634,389 at 4% or $422,926 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-7$6,070,898$248,000$35,429iApproximate average salary by contribution assumption: employee only about $885,714 at 4% or $590,476 at 6%; with 50% employer match about $590,476 at 4% or $393,651 at 6%; with 100% employer match about $442,857 at 4% or $295,238 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$5,536,538$259,511$25,951iApproximate average salary by contribution assumption: employee only about $648,778 at 4% or $432,518 at 6%; with 50% employer match about $432,518 at 4% or $288,346 at 6%; with 100% employer match about $324,389 at 4% or $216,259 at 6%.
2020211$10,384,224$400,529$36,412iApproximate average salary by contribution assumption: employee only about $910,293 at 4% or $606,862 at 6%; with 50% employer match about $606,862 at 4% or $404,575 at 6%; with 100% employer match about $455,147 at 4% or $303,431 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$5,417,086$154,030$19,254iApproximate average salary by contribution assumption: employee only about $481,344 at 4% or $320,896 at 6%; with 50% employer match about $320,896 at 4% or $213,931 at 6%; with 100% employer match about $240,672 at 4% or $160,448 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-11$4,967,138$246,499$22,409iApproximate average salary by contribution assumption: employee only about $560,225 at 4% or $373,483 at 6%; with 50% employer match about $373,483 at 4% or $248,989 at 6%; with 100% employer match about $280,113 at 4% or $186,742 at 6%.
2019211$7,834,089$344,482$31,317iApproximate average salary by contribution assumption: employee only about $782,914 at 4% or $521,942 at 6%; with 50% employer match about $521,942 at 4% or $347,962 at 6%; with 100% employer match about $391,457 at 4% or $260,971 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-9$4,222,848$104,634$11,626iApproximate average salary by contribution assumption: employee only about $290,650 at 4% or $193,767 at 6%; with 50% employer match about $193,767 at 4% or $129,178 at 6%; with 100% employer match about $145,325 at 4% or $96,883 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-11$3,611,241$239,848$21,804iApproximate average salary by contribution assumption: employee only about $545,109 at 4% or $363,406 at 6%; with 50% employer match about $363,406 at 4% or $242,271 at 6%; with 100% employer match about $272,555 at 4% or $181,703 at 6%.
2018210$8,346,665$1,061,721$106,172iApproximate average salary by contribution assumption: employee only about $2,654,303 at 4% or $1,769,535 at 6%; with 50% employer match about $1,769,535 at 4% or $1,179,690 at 6%; with 100% employer match about $1,327,151 at 4% or $884,768 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-7$4,647,202$850,000$121,429iApproximate average salary by contribution assumption: employee only about $3,035,714 at 4% or $2,023,810 at 6%; with 50% employer match about $2,023,810 at 4% or $1,349,206 at 6%; with 100% employer match about $1,517,857 at 4% or $1,011,905 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$3,699,463$211,721$21,172iApproximate average salary by contribution assumption: employee only about $529,303 at 4% or $352,868 at 6%; with 50% employer match about $352,868 at 4% or $235,246 at 6%; with 100% employer match about $264,651 at 4% or $176,434 at 6%.
201729$7,467,323$839,753$93,306iApproximate average salary by contribution assumption: employee only about $2,332,647 at 4% or $1,555,098 at 6%; with 50% employer match about $1,555,098 at 4% or $1,036,732 at 6%; with 100% employer match about $1,166,324 at 4% or $777,549 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-9$3,857,059$196,958$21,884iApproximate average salary by contribution assumption: employee only about $547,106 at 4% or $364,737 at 6%; with 50% employer match about $364,737 at 4% or $243,158 at 6%; with 100% employer match about $273,553 at 4% or $182,369 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-6$3,610,264$642,795$107,133iApproximate average salary by contribution assumption: employee only about $2,678,313 at 4% or $1,785,542 at 6%; with 50% employer match about $1,785,542 at 4% or $1,190,361 at 6%; with 100% employer match about $1,339,156 at 4% or $892,771 at 6%.
2016211$6,250,391$1,055,676$95,971iApproximate average salary by contribution assumption: employee only about $2,399,264 at 4% or $1,599,509 at 6%; with 50% employer match about $1,599,509 at 4% or $1,066,339 at 6%; with 100% employer match about $1,199,632 at 4% or $799,755 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$3,380,234$200,739$20,074iApproximate average salary by contribution assumption: employee only about $501,848 at 4% or $334,565 at 6%; with 50% employer match about $334,565 at 4% or $223,043 at 6%; with 100% employer match about $250,924 at 4% or $167,283 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-11$2,870,157$854,937$77,722iApproximate average salary by contribution assumption: employee only about $1,943,039 at 4% or $1,295,359 at 6%; with 50% employer match about $1,295,359 at 4% or $863,573 at 6%; with 100% employer match about $971,519 at 4% or $647,680 at 6%.
2015210$4,785,792$735,250$73,525iApproximate average salary by contribution assumption: employee only about $1,838,125 at 4% or $1,225,417 at 6%; with 50% employer match about $1,225,417 at 4% or $816,944 at 6%; with 100% employer match about $919,063 at 4% or $612,708 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$2,890,423$85,250$8,525iApproximate average salary by contribution assumption: employee only about $213,125 at 4% or $142,083 at 6%; with 50% employer match about $142,083 at 4% or $94,722 at 6%; with 100% employer match about $106,563 at 4% or $71,042 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-6$1,895,369$650,000$108,333iApproximate average salary by contribution assumption: employee only about $2,708,333 at 4% or $1,805,556 at 6%; with 50% employer match about $1,805,556 at 4% or $1,203,704 at 6%; with 100% employer match about $1,354,167 at 4% or $902,778 at 6%.
2014212$10,078,941$724,350$60,363iApproximate average salary by contribution assumption: employee only about $1,509,063 at 4% or $1,006,042 at 6%; with 50% employer match about $1,006,042 at 4% or $670,694 at 6%; with 100% employer match about $754,531 at 4% or $503,021 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$6,433,526$650,000$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-12$3,645,415$74,350$6,196iApproximate average salary by contribution assumption: employee only about $154,896 at 4% or $103,264 at 6%; with 50% employer match about $103,264 at 4% or $68,843 at 6%; with 100% employer match about $77,448 at 4% or $51,632 at 6%.
2013212$8,812,566$826,786$68,899iApproximate average salary by contribution assumption: employee only about $1,722,471 at 4% or $1,148,314 at 6%; with 50% employer match about $1,148,314 at 4% or $765,543 at 6%; with 100% employer match about $861,235 at 4% or $574,157 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$5,457,727$650,000$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-12$3,354,839$176,786$14,732iApproximate average salary by contribution assumption: employee only about $368,304 at 4% or $245,536 at 6%; with 50% employer match about $245,536 at 4% or $163,691 at 6%; with 100% employer match about $184,152 at 4% or $122,768 at 6%.
2012212$7,258,176$825,159$68,763iApproximate average salary by contribution assumption: employee only about $1,719,081 at 4% or $1,146,054 at 6%; with 50% employer match about $1,146,054 at 4% or $764,036 at 6%; with 100% employer match about $859,541 at 4% or $573,027 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$4,546,724$650,000$81,250iApproximate average salary by contribution assumption: employee only about $2,031,250 at 4% or $1,354,167 at 6%; with 50% employer match about $1,354,167 at 4% or $902,778 at 6%; with 100% employer match about $1,015,625 at 4% or $677,083 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-12$2,711,452$175,159$14,597iApproximate average salary by contribution assumption: employee only about $364,915 at 4% or $243,276 at 6%; with 50% employer match about $243,276 at 4% or $162,184 at 6%; with 100% employer match about $182,457 at 4% or $121,638 at 6%.
201118$3,553,961$678,250$84,781iApproximate average salary by contribution assumption: employee only about $2,119,531 at 4% or $1,413,021 at 6%; with 50% employer match about $1,413,021 at 4% or $942,014 at 6%; with 100% employer match about $1,059,766 at 4% or $706,510 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$3,553,961$678,250$84,781iApproximate average salary by contribution assumption: employee only about $2,119,531 at 4% or $1,413,021 at 6%; with 50% employer match about $1,413,021 at 4% or $942,014 at 6%; with 100% employer match about $1,059,766 at 4% or $706,510 at 6%.
2010211$5,090,039$684,773$62,252iApproximate average salary by contribution assumption: employee only about $1,556,302 at 4% or $1,037,535 at 6%; with 50% employer match about $1,037,535 at 4% or $691,690 at 6%; with 100% employer match about $778,151 at 4% or $518,767 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$2,915,802$525,782$65,723iApproximate average salary by contribution assumption: employee only about $1,643,069 at 4% or $1,095,379 at 6%; with 50% employer match about $1,095,379 at 4% or $730,253 at 6%; with 100% employer match about $821,534 at 4% or $547,690 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-11$2,174,237$158,991$14,454iApproximate average salary by contribution assumption: employee only about $361,343 at 4% or $240,895 at 6%; with 50% employer match about $240,895 at 4% or $160,597 at 6%; with 100% employer match about $180,672 at 4% or $120,448 at 6%.
2009211$4,153,478$725,845$65,986iApproximate average salary by contribution assumption: employee only about $1,649,648 at 4% or $1,099,765 at 6%; with 50% employer match about $1,099,765 at 4% or $733,177 at 6%; with 100% employer match about $824,824 at 4% or $549,883 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8$2,223,248$566,885$70,861iApproximate average salary by contribution assumption: employee only about $1,771,516 at 4% or $1,181,010 at 6%; with 50% employer match about $1,181,010 at 4% or $787,340 at 6%; with 100% employer match about $885,758 at 4% or $590,505 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-11$1,930,230$158,960$14,451iApproximate average salary by contribution assumption: employee only about $361,273 at 4% or $240,848 at 6%; with 50% employer match about $240,848 at 4% or $160,566 at 6%; with 100% employer match about $180,636 at 4% or $120,424 at 6%.
2008211$0$0-
West Lake Brokers Inc. Profit Sharing Plan-11---
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-8---
2007212$0$0-
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-9---
West Lake Brokers Inc. Profit Sharing Plan-12---
2006213$2,614,717$641,066$49,313iApproximate average salary by contribution assumption: employee only about $1,232,819 at 4% or $821,879 at 6%; with 50% employer match about $821,879 at 4% or $547,920 at 6%; with 100% employer match about $616,410 at 4% or $410,940 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-13$2,022,612$48,961$3,766iApproximate average salary by contribution assumption: employee only about $94,156 at 4% or $62,771 at 6%; with 50% employer match about $62,771 at 4% or $41,847 at 6%; with 100% employer match about $47,078 at 4% or $31,385 at 6%.
WEST LAKE BROKERS, INC. DEFINED BENEFIT PENSION PLAN-10$592,105$592,105$59,211iApproximate average salary by contribution assumption: employee only about $1,480,263 at 4% or $986,842 at 6%; with 50% employer match about $986,842 at 4% or $657,894 at 6%; with 100% employer match about $740,131 at 4% or $493,421 at 6%.
2005113$1,815,395$273,491$21,038iApproximate average salary by contribution assumption: employee only about $525,944 at 4% or $350,629 at 6%; with 50% employer match about $350,629 at 4% or $233,753 at 6%; with 100% employer match about $262,972 at 4% or $175,315 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-13$1,815,395$273,491$21,038iApproximate average salary by contribution assumption: employee only about $525,944 at 4% or $350,629 at 6%; with 50% employer match about $350,629 at 4% or $233,753 at 6%; with 100% employer match about $262,972 at 4% or $175,315 at 6%.
2004112$1,547,506$246,415$20,535iApproximate average salary by contribution assumption: employee only about $513,365 at 4% or $342,243 at 6%; with 50% employer match about $342,243 at 4% or $228,162 at 6%; with 100% employer match about $256,682 at 4% or $171,122 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-12$1,547,506$246,415$20,535iApproximate average salary by contribution assumption: employee only about $513,365 at 4% or $342,243 at 6%; with 50% employer match about $342,243 at 4% or $228,162 at 6%; with 100% employer match about $256,682 at 4% or $171,122 at 6%.
2003112$0$0-
West Lake Brokers Inc. Profit Sharing Plan-12---
2002210$876,490$216,754$21,675iApproximate average salary by contribution assumption: employee only about $541,885 at 4% or $361,257 at 6%; with 50% employer match about $361,257 at 4% or $240,838 at 6%; with 100% employer match about $270,943 at 4% or $180,628 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$876,490$159,812$15,981iApproximate average salary by contribution assumption: employee only about $399,530 at 4% or $266,353 at 6%; with 50% employer match about $266,353 at 4% or $177,569 at 6%; with 100% employer match about $199,765 at 4% or $133,177 at 6%.
WEST LAKE BROKERS, INC. MONEY PURCHASE PENSION PLAN-0-$56,942-
2001211$0$0-
WEST LAKE BROKERS, INC. MONEY PURCHASE PENSION PLAN-11---
West Lake Brokers Inc. Profit Sharing Plan-11---
2000210$0$0-
West Lake Brokers Inc. Profit Sharing Plan-10---
WEST LAKE BROKERS, INC. MONEY PURCHASE PENSION PLAN-10---
1999110$542,374$113,756$11,376iApproximate average salary by contribution assumption: employee only about $284,390 at 4% or $189,593 at 6%; with 50% employer match about $189,593 at 4% or $126,396 at 6%; with 100% employer match about $142,195 at 4% or $94,797 at 6%.
West Lake Brokers Inc. Profit Sharing Plan-10$542,374$113,756$11,376iApproximate average salary by contribution assumption: employee only about $284,390 at 4% or $189,593 at 6%; with 50% employer match about $189,593 at 4% or $126,396 at 6%; with 100% employer match about $142,195 at 4% or $94,797 at 6%.