Civic Intelligence

Karen a. Westermoe M.D.

Plan context: Karen a. Westermoe M.D. 401K Plan

EIN 95-4318147 • San Dimas, CA • 21 filings • 3 plans

1119 Via VerdeSan Dimas, CA 91773
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$8,112

2024 Contributions

$292

Historical Graphs

Total Assets Over Time

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

$265,697$132,849$0200820162024YearValue
$8,112Latest year 2024

Participants Over Time

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

530200820162024YearValue
5Latest 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
202415$8,112$292$58iApproximate average salary by contribution assumption: employee only about $1,460 at 4% or $973 at 6%; with 50% employer match about $973 at 4% or $649 at 6%; with 100% employer match about $730 at 4% or $487 at 6%.
Karen a. Westermoe M.D. 401K Plan-5$8,112$292$58iApproximate average salary by contribution assumption: employee only about $1,460 at 4% or $973 at 6%; with 50% employer match about $973 at 4% or $649 at 6%; with 100% employer match about $730 at 4% or $487 at 6%.
202314$26,393$1,176$294iApproximate average salary by contribution assumption: employee only about $7,350 at 4% or $4,900 at 6%; with 50% employer match about $4,900 at 4% or $3,267 at 6%; with 100% employer match about $3,675 at 4% or $2,450 at 6%.
Karen a. Westermoe M.D. 401K Plan-4$26,393$1,176$294iApproximate average salary by contribution assumption: employee only about $7,350 at 4% or $4,900 at 6%; with 50% employer match about $4,900 at 4% or $3,267 at 6%; with 100% employer match about $3,675 at 4% or $2,450 at 6%.
202214$27,413$252$63iApproximate average salary by contribution assumption: employee only about $1,575 at 4% or $1,050 at 6%; with 50% employer match about $1,050 at 4% or $700 at 6%; with 100% employer match about $788 at 4% or $525 at 6%.
Karen a. Westermoe M.D. 401K Plan-4$27,413$252$63iApproximate average salary by contribution assumption: employee only about $1,575 at 4% or $1,050 at 6%; with 50% employer match about $1,050 at 4% or $700 at 6%; with 100% employer match about $788 at 4% or $525 at 6%.
202112$30,890$0-
Karen a. Westermoe M.D. 401K Plan-2$30,890--
202022$76,639$328$164iApproximate average salary by contribution assumption: employee only about $4,100 at 4% or $2,733 at 6%; with 50% employer match about $2,733 at 4% or $1,822 at 6%; with 100% employer match about $2,050 at 4% or $1,367 at 6%.
KAREN A. WESTERMOE MD PS PLAN-0$48,027--
Karen a. Westermoe M.D. 401K Plan-2$28,612$328$164iApproximate average salary by contribution assumption: employee only about $4,100 at 4% or $2,733 at 6%; with 50% employer match about $2,733 at 4% or $1,822 at 6%; with 100% employer match about $2,050 at 4% or $1,367 at 6%.
201921$265,697$186,185$186,185iApproximate average salary by contribution assumption: employee only about $4,654,625 at 4% or $3,103,083 at 6%; with 50% employer match about $3,103,083 at 4% or $2,068,722 at 6%; with 100% employer match about $2,327,313 at 4% or $1,551,542 at 6%.
Karen a. Westermoe M.D. 401K Plan-0$240,906$186,185-
Karen a. Westermoe M.D. 401K Plan-1$24,791--
201811$21,429$1,879$1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$21,429$1,879$1,879iApproximate average salary by contribution assumption: employee only about $46,975 at 4% or $31,317 at 6%; with 50% employer match about $31,317 at 4% or $20,878 at 6%; with 100% employer match about $23,488 at 4% or $15,658 at 6%.
201721$159,738$255$255iApproximate average salary by contribution assumption: employee only about $6,375 at 4% or $4,250 at 6%; with 50% employer match about $4,250 at 4% or $2,833 at 6%; with 100% employer match about $3,188 at 4% or $2,125 at 6%.
Karen a. Westermoe M.D. 401K Plan-0$139,038--
Karen a. Westermoe M.D. 401K Plan-1$20,700$255$255iApproximate average salary by contribution assumption: employee only about $6,375 at 4% or $4,250 at 6%; with 50% employer match about $4,250 at 4% or $2,833 at 6%; with 100% employer match about $3,188 at 4% or $2,125 at 6%.
201621$153,150$0-
Karen a. Westermoe M.D. 401K Plan-0$135,014--
Karen a. Westermoe M.D. 401K Plan-1$18,136--
201511$17,111$2,267$2,267iApproximate average salary by contribution assumption: employee only about $56,675 at 4% or $37,783 at 6%; with 50% employer match about $37,783 at 4% or $25,189 at 6%; with 100% employer match about $28,338 at 4% or $18,892 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$17,111$2,267$2,267iApproximate average salary by contribution assumption: employee only about $56,675 at 4% or $37,783 at 6%; with 50% employer match about $37,783 at 4% or $25,189 at 6%; with 100% employer match about $28,338 at 4% or $18,892 at 6%.
201411$15,000$1,977$1,977iApproximate average salary by contribution assumption: employee only about $49,425 at 4% or $32,950 at 6%; with 50% employer match about $32,950 at 4% or $21,967 at 6%; with 100% employer match about $24,713 at 4% or $16,475 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$15,000$1,977$1,977iApproximate average salary by contribution assumption: employee only about $49,425 at 4% or $32,950 at 6%; with 50% employer match about $32,950 at 4% or $21,967 at 6%; with 100% employer match about $24,713 at 4% or $16,475 at 6%.
201311$12,453$0-
Karen a. Westermoe M.D. 401K Plan-1$12,453--
201211$13,608$1,696$1,696iApproximate average salary by contribution assumption: employee only about $42,400 at 4% or $28,267 at 6%; with 50% employer match about $28,267 at 4% or $18,844 at 6%; with 100% employer match about $21,200 at 4% or $14,133 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$13,608$1,696$1,696iApproximate average salary by contribution assumption: employee only about $42,400 at 4% or $28,267 at 6%; with 50% employer match about $28,267 at 4% or $18,844 at 6%; with 100% employer match about $21,200 at 4% or $14,133 at 6%.
201111$12,193$4,635$4,635iApproximate average salary by contribution assumption: employee only about $115,875 at 4% or $77,250 at 6%; with 50% employer match about $77,250 at 4% or $51,500 at 6%; with 100% employer match about $57,938 at 4% or $38,625 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$12,193$4,635$4,635iApproximate average salary by contribution assumption: employee only about $115,875 at 4% or $77,250 at 6%; with 50% employer match about $77,250 at 4% or $51,500 at 6%; with 100% employer match about $57,938 at 4% or $38,625 at 6%.
201011$40,711$2,877$2,877iApproximate average salary by contribution assumption: employee only about $71,925 at 4% or $47,950 at 6%; with 50% employer match about $47,950 at 4% or $31,967 at 6%; with 100% employer match about $35,963 at 4% or $23,975 at 6%.
Karen a. Westermoe M.D. 401K Plan-1$40,711$2,877$2,877iApproximate average salary by contribution assumption: employee only about $71,925 at 4% or $47,950 at 6%; with 50% employer match about $47,950 at 4% or $31,967 at 6%; with 100% employer match about $35,963 at 4% or $23,975 at 6%.
200913$39,951$6,826$2,275iApproximate average salary by contribution assumption: employee only about $56,883 at 4% or $37,922 at 6%; with 50% employer match about $37,922 at 4% or $25,281 at 6%; with 100% employer match about $28,442 at 4% or $18,961 at 6%.
Karen a. Westermoe M.D. 401K Plan-3$39,951$6,826$2,275iApproximate average salary by contribution assumption: employee only about $56,883 at 4% or $37,922 at 6%; with 50% employer match about $37,922 at 4% or $25,281 at 6%; with 100% employer match about $28,442 at 4% or $18,961 at 6%.
200813$25,646$26,826$8,942iApproximate average salary by contribution assumption: employee only about $223,550 at 4% or $149,033 at 6%; with 50% employer match about $149,033 at 4% or $99,356 at 6%; with 100% employer match about $111,775 at 4% or $74,517 at 6%.
Karen a. Westermoe M.D. 401K Plan-3$25,646$26,826$8,942iApproximate average salary by contribution assumption: employee only about $223,550 at 4% or $149,033 at 6%; with 50% employer match about $149,033 at 4% or $99,356 at 6%; with 100% employer match about $111,775 at 4% or $74,517 at 6%.