Civic Intelligence

Westbourne Capital Management LLC

Plan context: Westbourne Capital Management LLC Profit Sharing Plan

EIN 95-4695339 • 10 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$89,310

2008 Contributions

$6,700

Historical Graphs

Total Assets Over Time

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

$89,310$44,655$0199920032006YearValue
$89,310Latest year 2006

Participants Over Time

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

420199920042008YearValue
2Latest year 2008

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
200812$0$0-
Westbourne Capital Management LLC Profit Sharing Plan-2---
200712$0$0-
Westbourne Capital Management LLC Profit Sharing Plan-2---
200612$89,310$0-
Westbourne Capital Management LLC Profit Sharing Plan-2$89,310--
200513$83,752$6,700$2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
Westbourne Capital Management LLC Profit Sharing Plan-3$83,752$6,700$2,233iApproximate average salary by contribution assumption: employee only about $55,833 at 4% or $37,222 at 6%; with 50% employer match about $37,222 at 4% or $24,815 at 6%; with 100% employer match about $27,917 at 4% or $18,611 at 6%.
200413$78,697$44,714$14,905iApproximate average salary by contribution assumption: employee only about $372,617 at 4% or $248,411 at 6%; with 50% employer match about $248,411 at 4% or $165,607 at 6%; with 100% employer match about $186,308 at 4% or $124,206 at 6%.
Westbourne Capital Management LLC Profit Sharing Plan-3$78,697$44,714$14,905iApproximate average salary by contribution assumption: employee only about $372,617 at 4% or $248,411 at 6%; with 50% employer match about $248,411 at 4% or $165,607 at 6%; with 100% employer match about $186,308 at 4% or $124,206 at 6%.
200313$35,904$0-
Westbourne Capital Management LLC Profit Sharing Plan-3$35,904--
200214$31,403$0-
Westbourne Capital Management LLC Profit Sharing Plan-4$31,403--
200114$40,492$0-
Westbourne Capital Management LLC Profit Sharing Plan-4$40,492--
200013$41,268$17,200$5,733iApproximate average salary by contribution assumption: employee only about $143,333 at 4% or $95,556 at 6%; with 50% employer match about $95,556 at 4% or $63,704 at 6%; with 100% employer match about $71,667 at 4% or $47,778 at 6%.
Westbourne Capital Management LLC Profit Sharing Plan-3$41,268$17,200$5,733iApproximate average salary by contribution assumption: employee only about $143,333 at 4% or $95,556 at 6%; with 50% employer match about $95,556 at 4% or $63,704 at 6%; with 100% employer match about $71,667 at 4% or $47,778 at 6%.
199912$28,488$28,488$14,244iApproximate average salary by contribution assumption: employee only about $356,100 at 4% or $237,400 at 6%; with 50% employer match about $237,400 at 4% or $158,267 at 6%; with 100% employer match about $178,050 at 4% or $118,700 at 6%.
Westbourne Capital Management LLC Profit Sharing Plan-2$28,488$28,488$14,244iApproximate average salary by contribution assumption: employee only about $356,100 at 4% or $237,400 at 6%; with 50% employer match about $237,400 at 4% or $158,267 at 6%; with 100% employer match about $178,050 at 4% or $118,700 at 6%.