Civic Intelligence

Westmark Harris Advisors Inc.

Plan context: Westmark Harris Advisors Inc. 401K Profit Sharing Plan

EIN 95-4554603 • Santa Monica, CA • 16 filings • 7 plans

429 Santa Monica BlvdSuite 270Santa Monica, CA 90401
Current Snapshot

Latest Year

2011

2011 Participants

150

2011 Assets

$4,796,329

2011 Contributions

$557,662

Historical Graphs

Total Assets Over Time

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

$5,587,355$2,793,678$0199920062011YearValue
$4,796,329Latest year 2011

Participants Over Time

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

150750199920072011YearValue
150Latest year 2011

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
20111150$4,796,329$557,662$3,718iApproximate average salary by contribution assumption: employee only about $92,944 at 4% or $61,962 at 6%; with 50% employer match about $61,962 at 4% or $41,308 at 6%; with 100% employer match about $46,472 at 4% or $30,981 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-150$4,796,329$557,662$3,718iApproximate average salary by contribution assumption: employee only about $92,944 at 4% or $61,962 at 6%; with 50% employer match about $61,962 at 4% or $41,308 at 6%; with 100% employer match about $46,472 at 4% or $30,981 at 6%.
2010193$5,500,881$853,378$9,176iApproximate average salary by contribution assumption: employee only about $229,403 at 4% or $152,935 at 6%; with 50% employer match about $152,935 at 4% or $101,957 at 6%; with 100% employer match about $114,701 at 4% or $76,468 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-93$5,500,881$853,378$9,176iApproximate average salary by contribution assumption: employee only about $229,403 at 4% or $152,935 at 6%; with 50% employer match about $152,935 at 4% or $101,957 at 6%; with 100% employer match about $114,701 at 4% or $76,468 at 6%.
20092123$5,587,355$1,208,205$9,823iApproximate average salary by contribution assumption: employee only about $245,570 at 4% or $163,713 at 6%; with 50% employer match about $163,713 at 4% or $109,142 at 6%; with 100% employer match about $122,785 at 4% or $81,857 at 6%.
ACCRUENT 401(K) PLAN-123$5,587,355$1,208,205$9,823iApproximate average salary by contribution assumption: employee only about $245,570 at 4% or $163,713 at 6%; with 50% employer match about $163,713 at 4% or $109,142 at 6%; with 100% employer match about $122,785 at 4% or $81,857 at 6%.
ACCRUENT, INC HEALTH & WELFARE PLAN-92---
20082101$2,026,691$833,975$8,257iApproximate average salary by contribution assumption: employee only about $206,429 at 4% or $137,620 at 6%; with 50% employer match about $137,620 at 4% or $91,746 at 6%; with 100% employer match about $103,215 at 4% or $68,810 at 6%.
ACCRUENT 401K PLAN-101$2,026,691$833,975$8,257iApproximate average salary by contribution assumption: employee only about $206,429 at 4% or $137,620 at 6%; with 50% employer match about $137,620 at 4% or $91,746 at 6%; with 100% employer match about $103,215 at 4% or $68,810 at 6%.
ACCRUENT, INC. HEALTH & WELFARE PLAN-97---
20072120$0$0-
ACCRUENT, INC. HEALTH & WELFARE PLAN-108---
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-120---
2006197$1,580,309$552,915$5,700iApproximate average salary by contribution assumption: employee only about $142,504 at 4% or $95,003 at 6%; with 50% employer match about $95,003 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,501 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-97$1,580,309$552,915$5,700iApproximate average salary by contribution assumption: employee only about $142,504 at 4% or $95,003 at 6%; with 50% employer match about $95,003 at 4% or $63,335 at 6%; with 100% employer match about $71,252 at 4% or $47,501 at 6%.
2005180$965,797$462,734$5,784iApproximate average salary by contribution assumption: employee only about $144,604 at 4% or $96,403 at 6%; with 50% employer match about $96,403 at 4% or $64,269 at 6%; with 100% employer match about $72,302 at 4% or $48,201 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-80$965,797$462,734$5,784iApproximate average salary by contribution assumption: employee only about $144,604 at 4% or $96,403 at 6%; with 50% employer match about $96,403 at 4% or $64,269 at 6%; with 100% employer match about $72,302 at 4% or $48,201 at 6%.
2004192$640,843$405,343$4,406iApproximate average salary by contribution assumption: employee only about $110,148 at 4% or $73,432 at 6%; with 50% employer match about $73,432 at 4% or $48,954 at 6%; with 100% employer match about $55,074 at 4% or $36,716 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-92$640,843$405,343$4,406iApproximate average salary by contribution assumption: employee only about $110,148 at 4% or $73,432 at 6%; with 50% employer match about $73,432 at 4% or $48,954 at 6%; with 100% employer match about $55,074 at 4% or $36,716 at 6%.
200310$0$0-
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-0---
200210$0$0-
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-0---
200110$0$0-
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-0---
2000129$311,288$193,851$6,685iApproximate average salary by contribution assumption: employee only about $167,113 at 4% or $111,409 at 6%; with 50% employer match about $111,409 at 4% or $74,272 at 6%; with 100% employer match about $83,556 at 4% or $55,704 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-29$311,288$193,851$6,685iApproximate average salary by contribution assumption: employee only about $167,113 at 4% or $111,409 at 6%; with 50% employer match about $111,409 at 4% or $74,272 at 6%; with 100% employer match about $83,556 at 4% or $55,704 at 6%.
1999121$174,178$90,676$4,318iApproximate average salary by contribution assumption: employee only about $107,948 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,983 at 6%.
Westmark Harris Advisors Inc. 401K Profit Sharing Plan-21$174,178$90,676$4,318iApproximate average salary by contribution assumption: employee only about $107,948 at 4% or $71,965 at 6%; with 50% employer match about $71,965 at 4% or $47,977 at 6%; with 100% employer match about $53,974 at 4% or $35,983 at 6%.