Bates & Baugh Inc. DBA Westmark & Associates
Plan context: Westmark & Associates 401K Safe Harbor Profit Sharing Plan and Trust
EIN 95-2991155 • 4 filings • 1 plans
Current Snapshot
Latest Year
2002
2002 Participants
7
2002 Assets
$619,038
2002 Contributions
$2,453
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $2,453 | - |
| Westmark & Associates 401K Safe Harbor Profit Sharing Plan and Trust | - | 0 | - | $2,453 | - |
| 2001 | 1 | 7 | $0 | $0 | - |
| Westmark & Associates 401K Safe Harbor Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2000 | 1 | 6 | $619,038 | $59,635 | $9,939iApproximate average salary by contribution assumption: employee only about $248,479 at 4% or $165,653 at 6%; with 50% employer match about $165,653 at 4% or $110,435 at 6%; with 100% employer match about $124,240 at 4% or $82,826 at 6%. |
| Westmark & Associates 401K Safe Harbor Profit Sharing Plan and Trust | - | 6 | $619,038 | $59,635 | $9,939iApproximate average salary by contribution assumption: employee only about $248,479 at 4% or $165,653 at 6%; with 50% employer match about $165,653 at 4% or $110,435 at 6%; with 100% employer match about $124,240 at 4% or $82,826 at 6%. |
| 1999 | 1 | 6 | $599,664 | $17,303 | $2,884iApproximate average salary by contribution assumption: employee only about $72,096 at 4% or $48,064 at 6%; with 50% employer match about $48,064 at 4% or $32,043 at 6%; with 100% employer match about $36,048 at 4% or $24,032 at 6%. |
| Westmark & Associates 401K Safe Harbor Profit Sharing Plan and Trust | - | 6 | $599,664 | $17,303 | $2,884iApproximate average salary by contribution assumption: employee only about $72,096 at 4% or $48,064 at 6%; with 50% employer match about $48,064 at 4% or $32,043 at 6%; with 100% employer match about $36,048 at 4% or $24,032 at 6%. |