Civic Intelligence

Westwood Financial Corp.

Plan context: WESTWOOD FINANCIAL CORP PROFIT SHARING PLAN

EIN 95-2678896 • Los Angeles, CA • 23 filings • 10 plans

11440 San Vicente BlvdSuite 200Los Angeles, CA 90049-6216
Current Snapshot

Latest Year

2018

2018 Participants

89

2018 Assets

$6,913,129

2018 Contributions

$634,191

Historical Graphs

Total Assets Over Time

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

$9,667,998$4,833,999$0199920102018YearValue
$6,913,129Latest year 2018

Participants Over Time

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

89450199920092018YearValue
89Latest year 2018

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
2018289$6,913,129$634,191$7,126iApproximate average salary by contribution assumption: employee only about $178,144 at 4% or $118,762 at 6%; with 50% employer match about $118,762 at 4% or $79,175 at 6%; with 100% employer match about $89,072 at 4% or $59,381 at 6%.
WESTWOOD FINANCIAL CORP PROFIT SHARING PLAN-62$3,935,819--
Westwood Financial Corp. Profit Sharing Plan and Trust-89$2,977,310$634,191$7,126iApproximate average salary by contribution assumption: employee only about $178,144 at 4% or $118,762 at 6%; with 50% employer match about $118,762 at 4% or $79,175 at 6%; with 100% employer match about $89,072 at 4% or $59,381 at 6%.
2017177$9,566,215$724,942$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-77$9,566,215$724,942$9,415iApproximate average salary by contribution assumption: employee only about $235,371 at 4% or $156,914 at 6%; with 50% employer match about $156,914 at 4% or $104,609 at 6%; with 100% employer match about $117,685 at 4% or $78,457 at 6%.
2016166$9,667,998$832,547$12,614iApproximate average salary by contribution assumption: employee only about $315,359 at 4% or $210,239 at 6%; with 50% employer match about $210,239 at 4% or $140,159 at 6%; with 100% employer match about $157,679 at 4% or $105,120 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-66$9,667,998$832,547$12,614iApproximate average salary by contribution assumption: employee only about $315,359 at 4% or $210,239 at 6%; with 50% employer match about $210,239 at 4% or $140,159 at 6%; with 100% employer match about $157,679 at 4% or $105,120 at 6%.
2015158$8,691,673$257,326$4,437iApproximate average salary by contribution assumption: employee only about $110,916 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-58$8,691,673$257,326$4,437iApproximate average salary by contribution assumption: employee only about $110,916 at 4% or $73,944 at 6%; with 50% employer match about $73,944 at 4% or $49,296 at 6%; with 100% employer match about $55,458 at 4% or $36,972 at 6%.
2014165$9,534,039$782,633$12,041iApproximate average salary by contribution assumption: employee only about $301,013 at 4% or $200,675 at 6%; with 50% employer match about $200,675 at 4% or $133,783 at 6%; with 100% employer match about $150,506 at 4% or $100,338 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-65$9,534,039$782,633$12,041iApproximate average salary by contribution assumption: employee only about $301,013 at 4% or $200,675 at 6%; with 50% employer match about $200,675 at 4% or $133,783 at 6%; with 100% employer match about $150,506 at 4% or $100,338 at 6%.
2013159$8,226,167$869,162$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-59$8,226,167$869,162$14,732iApproximate average salary by contribution assumption: employee only about $368,289 at 4% or $245,526 at 6%; with 50% employer match about $245,526 at 4% or $163,684 at 6%; with 100% employer match about $184,144 at 4% or $122,763 at 6%.
2012155$6,989,130$689,498$12,536iApproximate average salary by contribution assumption: employee only about $313,408 at 4% or $208,939 at 6%; with 50% employer match about $208,939 at 4% or $139,293 at 6%; with 100% employer match about $156,704 at 4% or $104,469 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-55$6,989,130$689,498$12,536iApproximate average salary by contribution assumption: employee only about $313,408 at 4% or $208,939 at 6%; with 50% employer match about $208,939 at 4% or $139,293 at 6%; with 100% employer match about $156,704 at 4% or $104,469 at 6%.
2011154$6,312,210$633,565$11,733iApproximate average salary by contribution assumption: employee only about $293,317 at 4% or $195,545 at 6%; with 50% employer match about $195,545 at 4% or $130,363 at 6%; with 100% employer match about $146,659 at 4% or $97,772 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-54$6,312,210$633,565$11,733iApproximate average salary by contribution assumption: employee only about $293,317 at 4% or $195,545 at 6%; with 50% employer match about $195,545 at 4% or $130,363 at 6%; with 100% employer match about $146,659 at 4% or $97,772 at 6%.
2010149$5,791,607$589,841$12,038iApproximate average salary by contribution assumption: employee only about $300,939 at 4% or $200,626 at 6%; with 50% employer match about $200,626 at 4% or $133,751 at 6%; with 100% employer match about $150,470 at 4% or $100,313 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-49$5,791,607$589,841$12,038iApproximate average salary by contribution assumption: employee only about $300,939 at 4% or $200,626 at 6%; with 50% employer match about $200,626 at 4% or $133,751 at 6%; with 100% employer match about $150,470 at 4% or $100,313 at 6%.
2009148$5,562,294$256,255$5,339iApproximate average salary by contribution assumption: employee only about $133,466 at 4% or $88,977 at 6%; with 50% employer match about $88,977 at 4% or $59,318 at 6%; with 100% employer match about $66,733 at 4% or $44,489 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-48$5,562,294$256,255$5,339iApproximate average salary by contribution assumption: employee only about $133,466 at 4% or $88,977 at 6%; with 50% employer match about $88,977 at 4% or $59,318 at 6%; with 100% employer match about $66,733 at 4% or $44,489 at 6%.
2008141$4,439,103$427,165$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-41$4,439,103$427,165$10,419iApproximate average salary by contribution assumption: employee only about $260,466 at 4% or $173,644 at 6%; with 50% employer match about $173,644 at 4% or $115,763 at 6%; with 100% employer match about $130,233 at 4% or $86,822 at 6%.
2007141$5,809,461$666,780$16,263iApproximate average salary by contribution assumption: employee only about $406,573 at 4% or $271,049 at 6%; with 50% employer match about $271,049 at 4% or $180,699 at 6%; with 100% employer match about $203,287 at 4% or $135,524 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-41$5,809,461$666,780$16,263iApproximate average salary by contribution assumption: employee only about $406,573 at 4% or $271,049 at 6%; with 50% employer match about $271,049 at 4% or $180,699 at 6%; with 100% employer match about $203,287 at 4% or $135,524 at 6%.
2006237$5,065,955$604,794$16,346iApproximate average salary by contribution assumption: employee only about $408,645 at 4% or $272,430 at 6%; with 50% employer match about $272,430 at 4% or $181,620 at 6%; with 100% employer match about $204,322 at 4% or $136,215 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-37$5,065,955$579,545$15,663iApproximate average salary by contribution assumption: employee only about $391,584 at 4% or $261,056 at 6%; with 50% employer match about $261,056 at 4% or $174,038 at 6%; with 100% employer match about $195,792 at 4% or $130,528 at 6%.
WESTWOOD FINANCIAL ADVANTAGEPLUS HEALTH PLAN-0-$25,249-
2005237$3,945,572$505,552$13,664iApproximate average salary by contribution assumption: employee only about $341,589 at 4% or $227,726 at 6%; with 50% employer match about $227,726 at 4% or $151,817 at 6%; with 100% employer match about $170,795 at 4% or $113,863 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-37$3,945,147$486,774$13,156iApproximate average salary by contribution assumption: employee only about $328,901 at 4% or $219,268 at 6%; with 50% employer match about $219,268 at 4% or $146,178 at 6%; with 100% employer match about $164,451 at 4% or $109,634 at 6%.
WESTWOOD FINANCIAL ADVANTAGEPLUS HEALTH PLAN-31$425$18,778$606iApproximate average salary by contribution assumption: employee only about $15,144 at 4% or $10,096 at 6%; with 50% employer match about $10,096 at 4% or $6,730 at 6%; with 100% employer match about $7,572 at 4% or $5,048 at 6%.
2004147$3,417,997$509,377$10,838iApproximate average salary by contribution assumption: employee only about $270,945 at 4% or $180,630 at 6%; with 50% employer match about $180,630 at 4% or $120,420 at 6%; with 100% employer match about $135,473 at 4% or $90,315 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-47$3,417,997$509,377$10,838iApproximate average salary by contribution assumption: employee only about $270,945 at 4% or $180,630 at 6%; with 50% employer match about $180,630 at 4% or $120,420 at 6%; with 100% employer match about $135,473 at 4% or $90,315 at 6%.
2003137$2,644,491$462,285$12,494iApproximate average salary by contribution assumption: employee only about $312,355 at 4% or $208,236 at 6%; with 50% employer match about $208,236 at 4% or $138,824 at 6%; with 100% employer match about $156,177 at 4% or $104,118 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-37$2,644,491$462,285$12,494iApproximate average salary by contribution assumption: employee only about $312,355 at 4% or $208,236 at 6%; with 50% employer match about $208,236 at 4% or $138,824 at 6%; with 100% employer match about $156,177 at 4% or $104,118 at 6%.
2002137$0$0-
Westwood Financial Corp. Profit Sharing Plan and Trust-37---
2001137$0$0-
Westwood Financial Corp. Profit Sharing Plan and Trust-37---
2000137$1,659,668$330,968$8,945iApproximate average salary by contribution assumption: employee only about $223,627 at 4% or $149,085 at 6%; with 50% employer match about $149,085 at 4% or $99,390 at 6%; with 100% employer match about $111,814 at 4% or $74,542 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-37$1,659,668$330,968$8,945iApproximate average salary by contribution assumption: employee only about $223,627 at 4% or $149,085 at 6%; with 50% employer match about $149,085 at 4% or $99,390 at 6%; with 100% employer match about $111,814 at 4% or $74,542 at 6%.
1999125$1,428,977$149,447$5,978iApproximate average salary by contribution assumption: employee only about $149,447 at 4% or $99,631 at 6%; with 50% employer match about $99,631 at 4% or $66,421 at 6%; with 100% employer match about $74,724 at 4% or $49,816 at 6%.
Westwood Financial Corp. Profit Sharing Plan and Trust-25$1,428,977$149,447$5,978iApproximate average salary by contribution assumption: employee only about $149,447 at 4% or $99,631 at 6%; with 50% employer match about $99,631 at 4% or $66,421 at 6%; with 100% employer match about $74,724 at 4% or $49,816 at 6%.