Civic Intelligence

Financial West Group Inc.

Plan context: Financial West Group Inc. 401K Plan

EIN 95-3989258 • Westlake Village, CA • 16 filings • 4 plans

4510 E Thousand Oaks Blvd.Westlake Village, CA 91362
Current Snapshot

Latest Year

2015

2015 Participants

25

2015 Assets

$1,028,184

2015 Contributions

$95,163

Historical Graphs

Total Assets Over Time

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

$1,745,547$872,774$0199920112015YearValue
$1,028,184Latest year 2015

Participants Over Time

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

51260199920082015YearValue
25Latest year 2015

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
2015125$1,028,184$95,163$3,807iApproximate average salary by contribution assumption: employee only about $95,163 at 4% or $63,442 at 6%; with 50% employer match about $63,442 at 4% or $42,295 at 6%; with 100% employer match about $47,582 at 4% or $31,721 at 6%.
Financial West Group Inc. 401K Plan-25$1,028,184$95,163$3,807iApproximate average salary by contribution assumption: employee only about $95,163 at 4% or $63,442 at 6%; with 50% employer match about $63,442 at 4% or $42,295 at 6%; with 100% employer match about $47,582 at 4% or $31,721 at 6%.
2014127$888,101$111,442$4,127iApproximate average salary by contribution assumption: employee only about $103,187 at 4% or $68,791 at 6%; with 50% employer match about $68,791 at 4% or $45,861 at 6%; with 100% employer match about $51,594 at 4% or $34,396 at 6%.
Financial West Group Inc. 401K Plan-27$888,101$111,442$4,127iApproximate average salary by contribution assumption: employee only about $103,187 at 4% or $68,791 at 6%; with 50% employer match about $68,791 at 4% or $45,861 at 6%; with 100% employer match about $51,594 at 4% or $34,396 at 6%.
2013127$985,845$93,378$3,458iApproximate average salary by contribution assumption: employee only about $86,461 at 4% or $57,641 at 6%; with 50% employer match about $57,641 at 4% or $38,427 at 6%; with 100% employer match about $43,231 at 4% or $28,820 at 6%.
Financial West Group Inc. 401K Plan-27$985,845$93,378$3,458iApproximate average salary by contribution assumption: employee only about $86,461 at 4% or $57,641 at 6%; with 50% employer match about $57,641 at 4% or $38,427 at 6%; with 100% employer match about $43,231 at 4% or $28,820 at 6%.
2012125$864,949$102,044$4,082iApproximate average salary by contribution assumption: employee only about $102,044 at 4% or $68,029 at 6%; with 50% employer match about $68,029 at 4% or $45,353 at 6%; with 100% employer match about $51,022 at 4% or $34,015 at 6%.
Financial West Group Inc. 401K Plan-25$864,949$102,044$4,082iApproximate average salary by contribution assumption: employee only about $102,044 at 4% or $68,029 at 6%; with 50% employer match about $68,029 at 4% or $45,353 at 6%; with 100% employer match about $51,022 at 4% or $34,015 at 6%.
2011130$1,562,316$156,246$5,208iApproximate average salary by contribution assumption: employee only about $130,205 at 4% or $86,803 at 6%; with 50% employer match about $86,803 at 4% or $57,869 at 6%; with 100% employer match about $65,103 at 4% or $43,402 at 6%.
Financial West Group Inc. 401K Plan-30$1,562,316$156,246$5,208iApproximate average salary by contribution assumption: employee only about $130,205 at 4% or $86,803 at 6%; with 50% employer match about $86,803 at 4% or $57,869 at 6%; with 100% employer match about $65,103 at 4% or $43,402 at 6%.
2010127$1,335,046$160,999$5,963iApproximate average salary by contribution assumption: employee only about $149,073 at 4% or $99,382 at 6%; with 50% employer match about $99,382 at 4% or $66,255 at 6%; with 100% employer match about $74,537 at 4% or $49,691 at 6%.
Financial West Group Inc. 401K Plan-27$1,335,046$160,999$5,963iApproximate average salary by contribution assumption: employee only about $149,073 at 4% or $99,382 at 6%; with 50% employer match about $99,382 at 4% or $66,255 at 6%; with 100% employer match about $74,537 at 4% or $49,691 at 6%.
2009143$1,745,547$140,567$3,269iApproximate average salary by contribution assumption: employee only about $81,725 at 4% or $54,483 at 6%; with 50% employer match about $54,483 at 4% or $36,322 at 6%; with 100% employer match about $40,863 at 4% or $27,242 at 6%.
Financial West Group Inc. 401K Plan-43$1,745,547$140,567$3,269iApproximate average salary by contribution assumption: employee only about $81,725 at 4% or $54,483 at 6%; with 50% employer match about $54,483 at 4% or $36,322 at 6%; with 100% employer match about $40,863 at 4% or $27,242 at 6%.
2008130$0$0-
Financial West Group Inc. 401K Plan-30---
2007127$0$0-
Financial West Group Inc. 401K Plan-27---
2006133$1,669,592$145,000$4,394iApproximate average salary by contribution assumption: employee only about $109,848 at 4% or $73,232 at 6%; with 50% employer match about $73,232 at 4% or $48,822 at 6%; with 100% employer match about $54,924 at 4% or $36,616 at 6%.
Financial West Group Inc. 401K Plan-33$1,669,592$145,000$4,394iApproximate average salary by contribution assumption: employee only about $109,848 at 4% or $73,232 at 6%; with 50% employer match about $73,232 at 4% or $48,822 at 6%; with 100% employer match about $54,924 at 4% or $36,616 at 6%.
2005127$1,292,178$178,929$6,627iApproximate average salary by contribution assumption: employee only about $165,675 at 4% or $110,450 at 6%; with 50% employer match about $110,450 at 4% or $73,633 at 6%; with 100% employer match about $82,838 at 4% or $55,225 at 6%.
Financial West Group Inc. 401K Plan-27$1,292,178$178,929$6,627iApproximate average salary by contribution assumption: employee only about $165,675 at 4% or $110,450 at 6%; with 50% employer match about $110,450 at 4% or $73,633 at 6%; with 100% employer match about $82,838 at 4% or $55,225 at 6%.
2003151$0$0-
Financial West Group Inc. 401K Plan-51---
2002139$0$0-
Financial West Group Inc. 401K Plan-39---
2001129$0$0-
Financial West Group Inc. 401K Plan-29---
2000124$0$0-
Financial West Group Inc. 401K Plan-24---
1999118$879,941$181,121$10,062iApproximate average salary by contribution assumption: employee only about $251,557 at 4% or $167,705 at 6%; with 50% employer match about $167,705 at 4% or $111,803 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%.
Financial West Group Inc. 401K Plan-18$879,941$181,121$10,062iApproximate average salary by contribution assumption: employee only about $251,557 at 4% or $167,705 at 6%; with 50% employer match about $167,705 at 4% or $111,803 at 6%; with 100% employer match about $125,778 at 4% or $83,852 at 6%.