Civic Intelligence

VAN WINKLE WEALTH MANAGEMENT GROUP, LLC

Plan context: VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN

EIN 14-1888788 • Newark, OH • 28 filings • 2 plans

263 Deo DriveNewark, OH 43055
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$588,228

2025 Contributions

$62,568

Historical Graphs

Total Assets Over Time

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

$2,381,014$1,190,507$0201120182025YearValue
$588,228Latest year 2025

Participants Over Time

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

210201120182025YearValue
2Latest year 2025

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
202512$588,228$62,568$31,284iApproximate average salary by contribution assumption: employee only about $782,100 at 4% or $521,400 at 6%; with 50% employer match about $521,400 at 4% or $347,600 at 6%; with 100% employer match about $391,050 at 4% or $260,700 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$588,228$62,568$31,284iApproximate average salary by contribution assumption: employee only about $782,100 at 4% or $521,400 at 6%; with 50% employer match about $521,400 at 4% or $347,600 at 6%; with 100% employer match about $391,050 at 4% or $260,700 at 6%.
202422$1,357,780$424,200$212,100iApproximate average salary by contribution assumption: employee only about $5,302,500 at 4% or $3,535,000 at 6%; with 50% employer match about $3,535,000 at 4% or $2,356,667 at 6%; with 100% employer match about $2,651,250 at 4% or $1,767,500 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$965,263$282,700$141,350iApproximate average salary by contribution assumption: employee only about $3,533,750 at 4% or $2,355,833 at 6%; with 50% employer match about $2,355,833 at 4% or $1,570,556 at 6%; with 100% employer match about $1,766,875 at 4% or $1,177,917 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$392,517$141,500$70,750iApproximate average salary by contribution assumption: employee only about $1,768,750 at 4% or $1,179,167 at 6%; with 50% employer match about $1,179,167 at 4% or $786,111 at 6%; with 100% employer match about $884,375 at 4% or $589,583 at 6%.
202322$2,381,014$178,466$89,233iApproximate average salary by contribution assumption: employee only about $2,230,825 at 4% or $1,487,217 at 6%; with 50% employer match about $1,487,217 at 4% or $991,478 at 6%; with 100% employer match about $1,115,413 at 4% or $743,608 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$1,888,577$165,850$82,925iApproximate average salary by contribution assumption: employee only about $2,073,125 at 4% or $1,382,083 at 6%; with 50% employer match about $1,382,083 at 4% or $921,389 at 6%; with 100% employer match about $1,036,563 at 4% or $691,042 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$492,437$12,616$6,308iApproximate average salary by contribution assumption: employee only about $157,700 at 4% or $105,133 at 6%; with 50% employer match about $105,133 at 4% or $70,089 at 6%; with 100% employer match about $78,850 at 4% or $52,567 at 6%.
202222$2,336,587$342,135$171,068iApproximate average salary by contribution assumption: employee only about $4,276,688 at 4% or $2,851,125 at 6%; with 50% employer match about $2,851,125 at 4% or $1,900,750 at 6%; with 100% employer match about $2,138,344 at 4% or $1,425,563 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$1,888,701$262,150$131,075iApproximate average salary by contribution assumption: employee only about $3,276,875 at 4% or $2,184,583 at 6%; with 50% employer match about $2,184,583 at 4% or $1,456,389 at 6%; with 100% employer match about $1,638,438 at 4% or $1,092,292 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$447,886$79,985$39,993iApproximate average salary by contribution assumption: employee only about $999,813 at 4% or $666,542 at 6%; with 50% employer match about $666,542 at 4% or $444,361 at 6%; with 100% employer match about $499,906 at 4% or $333,271 at 6%.
202122$2,348,839$356,588$178,294iApproximate average salary by contribution assumption: employee only about $4,457,350 at 4% or $2,971,567 at 6%; with 50% employer match about $2,971,567 at 4% or $1,981,044 at 6%; with 100% employer match about $2,228,675 at 4% or $1,485,783 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$1,789,308$279,352$139,676iApproximate average salary by contribution assumption: employee only about $3,491,900 at 4% or $2,327,933 at 6%; with 50% employer match about $2,327,933 at 4% or $1,551,956 at 6%; with 100% employer match about $1,745,950 at 4% or $1,163,967 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$559,531$77,236$38,618iApproximate average salary by contribution assumption: employee only about $965,450 at 4% or $643,633 at 6%; with 50% employer match about $643,633 at 4% or $429,089 at 6%; with 100% employer match about $482,725 at 4% or $321,817 at 6%.
202022$1,942,239$314,359$157,180iApproximate average salary by contribution assumption: employee only about $3,929,488 at 4% or $2,619,658 at 6%; with 50% employer match about $2,619,658 at 4% or $1,746,439 at 6%; with 100% employer match about $1,964,744 at 4% or $1,309,829 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$1,509,956$246,100$123,050iApproximate average salary by contribution assumption: employee only about $3,076,250 at 4% or $2,050,833 at 6%; with 50% employer match about $2,050,833 at 4% or $1,367,222 at 6%; with 100% employer match about $1,538,125 at 4% or $1,025,417 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$432,283$68,259$34,130iApproximate average salary by contribution assumption: employee only about $853,238 at 4% or $568,825 at 6%; with 50% employer match about $568,825 at 4% or $379,217 at 6%; with 100% employer match about $426,619 at 4% or $284,413 at 6%.
201922$1,344,594$174,750$87,375iApproximate average salary by contribution assumption: employee only about $2,184,375 at 4% or $1,456,250 at 6%; with 50% employer match about $1,456,250 at 4% or $970,833 at 6%; with 100% employer match about $1,092,188 at 4% or $728,125 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$1,012,524$107,500$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$332,070$67,250$33,625iApproximate average salary by contribution assumption: employee only about $840,625 at 4% or $560,417 at 6%; with 50% employer match about $560,417 at 4% or $373,611 at 6%; with 100% employer match about $420,313 at 4% or $280,208 at 6%.
201822$1,131,558$38,092$19,046iApproximate average salary by contribution assumption: employee only about $476,150 at 4% or $317,433 at 6%; with 50% employer match about $317,433 at 4% or $211,622 at 6%; with 100% employer match about $238,075 at 4% or $158,717 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$923,707$0-
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$207,851$38,092$19,046iApproximate average salary by contribution assumption: employee only about $476,150 at 4% or $317,433 at 6%; with 50% employer match about $317,433 at 4% or $211,622 at 6%; with 100% employer match about $238,075 at 4% or $158,717 at 6%.
201722$1,156,414$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$903,229$0-
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$253,185$7,200$3,600iApproximate average salary by contribution assumption: employee only about $90,000 at 4% or $60,000 at 6%; with 50% employer match about $60,000 at 4% or $40,000 at 6%; with 100% employer match about $45,000 at 4% or $30,000 at 6%.
201622$1,141,605$267,918$133,959iApproximate average salary by contribution assumption: employee only about $3,348,975 at 4% or $2,232,650 at 6%; with 50% employer match about $2,232,650 at 4% or $1,488,433 at 6%; with 100% employer match about $1,674,488 at 4% or $1,116,325 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$899,133$107,500$53,750iApproximate average salary by contribution assumption: employee only about $1,343,750 at 4% or $895,833 at 6%; with 50% employer match about $895,833 at 4% or $597,222 at 6%; with 100% employer match about $671,875 at 4% or $447,917 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$242,472$160,418$80,209iApproximate average salary by contribution assumption: employee only about $2,005,225 at 4% or $1,336,817 at 6%; with 50% employer match about $1,336,817 at 4% or $891,211 at 6%; with 100% employer match about $1,002,613 at 4% or $668,408 at 6%.
201522$833,023$146,231$73,116iApproximate average salary by contribution assumption: employee only about $1,827,888 at 4% or $1,218,592 at 6%; with 50% employer match about $1,218,592 at 4% or $812,394 at 6%; with 100% employer match about $913,944 at 4% or $609,296 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$650,857$82,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$182,166$64,231$32,116iApproximate average salary by contribution assumption: employee only about $802,888 at 4% or $535,258 at 6%; with 50% employer match about $535,258 at 4% or $356,839 at 6%; with 100% employer match about $401,444 at 4% or $267,629 at 6%.
201422$666,233$193,451$96,726iApproximate average salary by contribution assumption: employee only about $2,418,138 at 4% or $1,612,092 at 6%; with 50% employer match about $1,612,092 at 4% or $1,074,728 at 6%; with 100% employer match about $1,209,069 at 4% or $806,046 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$554,938$131,251$65,626iApproximate average salary by contribution assumption: employee only about $1,640,638 at 4% or $1,093,758 at 6%; with 50% employer match about $1,093,758 at 4% or $729,172 at 6%; with 100% employer match about $820,319 at 4% or $546,879 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$111,295$62,200$31,100iApproximate average salary by contribution assumption: employee only about $777,500 at 4% or $518,333 at 6%; with 50% employer match about $518,333 at 4% or $345,556 at 6%; with 100% employer match about $388,750 at 4% or $259,167 at 6%.
201322$480,289$209,620$104,810iApproximate average salary by contribution assumption: employee only about $2,620,250 at 4% or $1,746,833 at 6%; with 50% employer match about $1,746,833 at 4% or $1,164,556 at 6%; with 100% employer match about $1,310,125 at 4% or $873,417 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$407,997$175,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$72,292$34,620$17,310iApproximate average salary by contribution assumption: employee only about $432,750 at 4% or $288,500 at 6%; with 50% employer match about $288,500 at 4% or $192,333 at 6%; with 100% employer match about $216,375 at 4% or $144,250 at 6%.
201222$275,611$162,004$81,002iApproximate average salary by contribution assumption: employee only about $2,025,050 at 4% or $1,350,033 at 6%; with 50% employer match about $1,350,033 at 4% or $900,022 at 6%; with 100% employer match about $1,012,525 at 4% or $675,017 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$219,501$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN-2$56,110$56,004$28,002iApproximate average salary by contribution assumption: employee only about $700,050 at 4% or $466,700 at 6%; with 50% employer match about $466,700 at 4% or $311,133 at 6%; with 100% employer match about $350,025 at 4% or $233,350 at 6%.
201112$106,000$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.
VAN WINKLE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN-2$106,000$106,000$53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%.