Westover Financial
Plan context: Westover Financial Employees 401K Plan
EIN 95-3930512 • 9 filings • 1 plans
Current Snapshot
Latest Year
2007
2007 Participants
14
2007 Assets
$576,746
2007 Contributions
$67,766
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 |
|---|---|---|---|---|---|
| 2007 | 1 | 14 | $0 | $0 | - |
| Westover Financial Employees 401K Plan | - | 14 | - | - | - |
| 2006 | 1 | 12 | $576,746 | $67,766 | $5,647iApproximate average salary by contribution assumption: employee only about $141,179 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,590 at 4% or $47,060 at 6%. |
| Westover Financial Employees 401K Plan | - | 12 | $576,746 | $67,766 | $5,647iApproximate average salary by contribution assumption: employee only about $141,179 at 4% or $94,119 at 6%; with 50% employer match about $94,119 at 4% or $62,746 at 6%; with 100% employer match about $70,590 at 4% or $47,060 at 6%. |
| 2005 | 1 | 13 | $485,135 | $64,839 | $4,988iApproximate average salary by contribution assumption: employee only about $124,690 at 4% or $83,127 at 6%; with 50% employer match about $83,127 at 4% or $55,418 at 6%; with 100% employer match about $62,345 at 4% or $41,563 at 6%. |
| Westover Financial Employees 401K Plan | - | 13 | $485,135 | $64,839 | $4,988iApproximate average salary by contribution assumption: employee only about $124,690 at 4% or $83,127 at 6%; with 50% employer match about $83,127 at 4% or $55,418 at 6%; with 100% employer match about $62,345 at 4% or $41,563 at 6%. |
| 2004 | 1 | 16 | $429,871 | $63,222 | $3,951iApproximate average salary by contribution assumption: employee only about $98,784 at 4% or $65,856 at 6%; with 50% employer match about $65,856 at 4% or $43,904 at 6%; with 100% employer match about $49,392 at 4% or $32,928 at 6%. |
| Westover Financial Employees 401K Plan | - | 16 | $429,871 | $63,222 | $3,951iApproximate average salary by contribution assumption: employee only about $98,784 at 4% or $65,856 at 6%; with 50% employer match about $65,856 at 4% or $43,904 at 6%; with 100% employer match about $49,392 at 4% or $32,928 at 6%. |
| 2003 | 1 | 17 | $418,009 | $74,910 | $4,406iApproximate average salary by contribution assumption: employee only about $110,162 at 4% or $73,441 at 6%; with 50% employer match about $73,441 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| Westover Financial Employees 401K Plan | - | 17 | $418,009 | $74,910 | $4,406iApproximate average salary by contribution assumption: employee only about $110,162 at 4% or $73,441 at 6%; with 50% employer match about $73,441 at 4% or $48,961 at 6%; with 100% employer match about $55,081 at 4% or $36,721 at 6%. |
| 2002 | 1 | 16 | $0 | $0 | - |
| Westover Financial Employees 401K Plan | - | 16 | - | - | - |
| 2001 | 1 | 16 | $0 | $0 | - |
| Westover Financial Employees 401K Plan | - | 16 | - | - | - |
| 2000 | 1 | 10 | $215,651 | $58,071 | $5,807iApproximate average salary by contribution assumption: employee only about $145,178 at 4% or $96,785 at 6%; with 50% employer match about $96,785 at 4% or $64,523 at 6%; with 100% employer match about $72,589 at 4% or $48,393 at 6%. |
| Westover Financial Employees 401K Plan | - | 10 | $215,651 | $58,071 | $5,807iApproximate average salary by contribution assumption: employee only about $145,178 at 4% or $96,785 at 6%; with 50% employer match about $96,785 at 4% or $64,523 at 6%; with 100% employer match about $72,589 at 4% or $48,393 at 6%. |
| 1999 | 1 | 10 | $230,734 | $91,217 | $9,122iApproximate average salary by contribution assumption: employee only about $228,043 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%. |
| Westover Financial Employees 401K Plan | - | 10 | $230,734 | $91,217 | $9,122iApproximate average salary by contribution assumption: employee only about $228,043 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%. |