Civic Intelligence

Weston Financial Group Inc.

Plan context: Weston Financial Group Profit Sharing Plan

EIN 04-2762560 • 7 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

26

2005 Assets

$5,787,096

2005 Contributions

$173,563

Historical Graphs

Total Assets Over Time

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

$5,787,096$2,893,548$0199920022004YearValue
$5,787,096Latest year 2004

Participants Over Time

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

28140199920022004YearValue
26Latest year 2004

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
200510$0$173,563-
Weston Financial Group Profit Sharing Plan-0-$173,563-
2004126$5,787,096$333,605$12,831iApproximate average salary by contribution assumption: employee only about $320,774 at 4% or $213,849 at 6%; with 50% employer match about $213,849 at 4% or $142,566 at 6%; with 100% employer match about $160,387 at 4% or $106,925 at 6%.
Weston Financial Group Profit Sharing Plan-26$5,787,096$333,605$12,831iApproximate average salary by contribution assumption: employee only about $320,774 at 4% or $213,849 at 6%; with 50% employer match about $213,849 at 4% or $142,566 at 6%; with 100% employer match about $160,387 at 4% or $106,925 at 6%.
2003125$5,047,435$318,962$12,758iApproximate average salary by contribution assumption: employee only about $318,962 at 4% or $212,641 at 6%; with 50% employer match about $212,641 at 4% or $141,761 at 6%; with 100% employer match about $159,481 at 4% or $106,321 at 6%.
Weston Financial Group Profit Sharing Plan-25$5,047,435$318,962$12,758iApproximate average salary by contribution assumption: employee only about $318,962 at 4% or $212,641 at 6%; with 50% employer match about $212,641 at 4% or $141,761 at 6%; with 100% employer match about $159,481 at 4% or $106,321 at 6%.
2002128$3,561,122$308,216$11,008iApproximate average salary by contribution assumption: employee only about $275,193 at 4% or $183,462 at 6%; with 50% employer match about $183,462 at 4% or $122,308 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
Weston Financial Group Profit Sharing Plan-28$3,561,122$308,216$11,008iApproximate average salary by contribution assumption: employee only about $275,193 at 4% or $183,462 at 6%; with 50% employer match about $183,462 at 4% or $122,308 at 6%; with 100% employer match about $137,596 at 4% or $91,731 at 6%.
2001128$0$0-
Weston Financial Group Profit Sharing Plan-28---
2000127$4,267,566$315,308$11,678iApproximate average salary by contribution assumption: employee only about $291,952 at 4% or $194,635 at 6%; with 50% employer match about $194,635 at 4% or $129,756 at 6%; with 100% employer match about $145,976 at 4% or $97,317 at 6%.
Weston Financial Group Profit Sharing Plan-27$4,267,566$315,308$11,678iApproximate average salary by contribution assumption: employee only about $291,952 at 4% or $194,635 at 6%; with 50% employer match about $194,635 at 4% or $129,756 at 6%; with 100% employer match about $145,976 at 4% or $97,317 at 6%.
1999127$5,018,472$297,496$11,018iApproximate average salary by contribution assumption: employee only about $275,459 at 4% or $183,640 at 6%; with 50% employer match about $183,640 at 4% or $122,426 at 6%; with 100% employer match about $137,730 at 4% or $91,820 at 6%.
Weston Financial Group Profit Sharing Plan-27$5,018,472$297,496$11,018iApproximate average salary by contribution assumption: employee only about $275,459 at 4% or $183,640 at 6%; with 50% employer match about $183,640 at 4% or $122,426 at 6%; with 100% employer match about $137,730 at 4% or $91,820 at 6%.