Civic Intelligence

Wentz Financial Group LLC

Plan context: Wentz Financial Group LLC 401(K) Plan

EIN 20-1944381 • Hudson, OH • 20 filings • 2 plans

5790 Hudson DriveHudson, OH 44236
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,992,262

2024 Contributions

$225,187

Historical Graphs

Total Assets Over Time

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

$2,992,262$1,496,131$0200520152024YearValue
$2,992,262Latest year 2024

Participants Over Time

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

1470200520152024YearValue
13Latest 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
2024113$2,992,262$225,187$17,322iApproximate average salary by contribution assumption: employee only about $433,052 at 4% or $288,701 at 6%; with 50% employer match about $288,701 at 4% or $192,468 at 6%; with 100% employer match about $216,526 at 4% or $144,351 at 6%.
Wentz Financial Group LLC 401(K) Plan-13$2,992,262$225,187$17,322iApproximate average salary by contribution assumption: employee only about $433,052 at 4% or $288,701 at 6%; with 50% employer match about $288,701 at 4% or $192,468 at 6%; with 100% employer match about $216,526 at 4% or $144,351 at 6%.
2023114$2,497,574$229,178$16,370iApproximate average salary by contribution assumption: employee only about $409,246 at 4% or $272,831 at 6%; with 50% employer match about $272,831 at 4% or $181,887 at 6%; with 100% employer match about $204,623 at 4% or $136,415 at 6%.
Wentz Financial Group LLC 401(K) Plan-14$2,497,574$229,178$16,370iApproximate average salary by contribution assumption: employee only about $409,246 at 4% or $272,831 at 6%; with 50% employer match about $272,831 at 4% or $181,887 at 6%; with 100% employer match about $204,623 at 4% or $136,415 at 6%.
2022110$1,823,059$184,471$18,447iApproximate average salary by contribution assumption: employee only about $461,177 at 4% or $307,452 at 6%; with 50% employer match about $307,452 at 4% or $204,968 at 6%; with 100% employer match about $230,589 at 4% or $153,726 at 6%.
Wentz Financial Group LLC 401(K) Plan-10$1,823,059$184,471$18,447iApproximate average salary by contribution assumption: employee only about $461,177 at 4% or $307,452 at 6%; with 50% employer match about $307,452 at 4% or $204,968 at 6%; with 100% employer match about $230,589 at 4% or $153,726 at 6%.
2021111$2,566,030$183,647$16,695iApproximate average salary by contribution assumption: employee only about $417,380 at 4% or $278,253 at 6%; with 50% employer match about $278,253 at 4% or $185,502 at 6%; with 100% employer match about $208,690 at 4% or $139,127 at 6%.
Wentz Financial Group LLC 401(K) Plan-11$2,566,030$183,647$16,695iApproximate average salary by contribution assumption: employee only about $417,380 at 4% or $278,253 at 6%; with 50% employer match about $278,253 at 4% or $185,502 at 6%; with 100% employer match about $208,690 at 4% or $139,127 at 6%.
2020112$2,258,684$163,658$13,638iApproximate average salary by contribution assumption: employee only about $340,954 at 4% or $227,303 at 6%; with 50% employer match about $227,303 at 4% or $151,535 at 6%; with 100% employer match about $170,477 at 4% or $113,651 at 6%.
Wentz Financial Group LLC 401(K) Plan-12$2,258,684$163,658$13,638iApproximate average salary by contribution assumption: employee only about $340,954 at 4% or $227,303 at 6%; with 50% employer match about $227,303 at 4% or $151,535 at 6%; with 100% employer match about $170,477 at 4% or $113,651 at 6%.
201918$1,673,424$117,494$14,687iApproximate average salary by contribution assumption: employee only about $367,169 at 4% or $244,779 at 6%; with 50% employer match about $244,779 at 4% or $163,186 at 6%; with 100% employer match about $183,584 at 4% or $122,390 at 6%.
Wentz Financial Group LLC 401(K) Plan-8$1,673,424$117,494$14,687iApproximate average salary by contribution assumption: employee only about $367,169 at 4% or $244,779 at 6%; with 50% employer match about $244,779 at 4% or $163,186 at 6%; with 100% employer match about $183,584 at 4% or $122,390 at 6%.
2018110$1,317,853$132,235$13,224iApproximate average salary by contribution assumption: employee only about $330,588 at 4% or $220,392 at 6%; with 50% employer match about $220,392 at 4% or $146,928 at 6%; with 100% employer match about $165,294 at 4% or $110,196 at 6%.
Wentz Financial Group LLC 401(K) Plan-10$1,317,853$132,235$13,224iApproximate average salary by contribution assumption: employee only about $330,588 at 4% or $220,392 at 6%; with 50% employer match about $220,392 at 4% or $146,928 at 6%; with 100% employer match about $165,294 at 4% or $110,196 at 6%.
2017111$1,296,076$101,624$9,239iApproximate average salary by contribution assumption: employee only about $230,964 at 4% or $153,976 at 6%; with 50% employer match about $153,976 at 4% or $102,651 at 6%; with 100% employer match about $115,482 at 4% or $76,988 at 6%.
Wentz Financial Group LLC 401(K) Plan-11$1,296,076$101,624$9,239iApproximate average salary by contribution assumption: employee only about $230,964 at 4% or $153,976 at 6%; with 50% employer match about $153,976 at 4% or $102,651 at 6%; with 100% employer match about $115,482 at 4% or $76,988 at 6%.
2016111$983,337$79,348$7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%.
Wentz Financial Group LLC 401(K) Plan-11$983,337$79,348$7,213iApproximate average salary by contribution assumption: employee only about $180,336 at 4% or $120,224 at 6%; with 50% employer match about $120,224 at 4% or $80,149 at 6%; with 100% employer match about $90,168 at 4% or $60,112 at 6%.
201518$813,486$86,966$10,871iApproximate average salary by contribution assumption: employee only about $271,769 at 4% or $181,179 at 6%; with 50% employer match about $181,179 at 4% or $120,786 at 6%; with 100% employer match about $135,884 at 4% or $90,590 at 6%.
Wentz Financial Group LLC 401(K) Plan-8$813,486$86,966$10,871iApproximate average salary by contribution assumption: employee only about $271,769 at 4% or $181,179 at 6%; with 50% employer match about $181,179 at 4% or $120,786 at 6%; with 100% employer match about $135,884 at 4% or $90,590 at 6%.
201419$779,522$88,252$9,806iApproximate average salary by contribution assumption: employee only about $245,144 at 4% or $163,430 at 6%; with 50% employer match about $163,430 at 4% or $108,953 at 6%; with 100% employer match about $122,572 at 4% or $81,715 at 6%.
Wentz Financial Group LLC 401(K) Plan-9$779,522$88,252$9,806iApproximate average salary by contribution assumption: employee only about $245,144 at 4% or $163,430 at 6%; with 50% employer match about $163,430 at 4% or $108,953 at 6%; with 100% employer match about $122,572 at 4% or $81,715 at 6%.
201319$660,367$76,027$8,447iApproximate average salary by contribution assumption: employee only about $211,186 at 4% or $140,791 at 6%; with 50% employer match about $140,791 at 4% or $93,860 at 6%; with 100% employer match about $105,593 at 4% or $70,395 at 6%.
Wentz Financial Group LLC 401(K) Plan-9$660,367$76,027$8,447iApproximate average salary by contribution assumption: employee only about $211,186 at 4% or $140,791 at 6%; with 50% employer match about $140,791 at 4% or $93,860 at 6%; with 100% employer match about $105,593 at 4% or $70,395 at 6%.
201218$433,488$75,595$9,449iApproximate average salary by contribution assumption: employee only about $236,234 at 4% or $157,490 at 6%; with 50% employer match about $157,490 at 4% or $104,993 at 6%; with 100% employer match about $118,117 at 4% or $78,745 at 6%.
Wentz Financial Group LLC 401(K) Plan-8$433,488$75,595$9,449iApproximate average salary by contribution assumption: employee only about $236,234 at 4% or $157,490 at 6%; with 50% employer match about $157,490 at 4% or $104,993 at 6%; with 100% employer match about $118,117 at 4% or $78,745 at 6%.
201117$295,116$58,391$8,342iApproximate average salary by contribution assumption: employee only about $208,539 at 4% or $139,026 at 6%; with 50% employer match about $139,026 at 4% or $92,684 at 6%; with 100% employer match about $104,270 at 4% or $69,513 at 6%.
Wentz Financial Group LLC 401(K) Plan-7$295,116$58,391$8,342iApproximate average salary by contribution assumption: employee only about $208,539 at 4% or $139,026 at 6%; with 50% employer match about $139,026 at 4% or $92,684 at 6%; with 100% employer match about $104,270 at 4% or $69,513 at 6%.
201017$265,811$57,556$8,222iApproximate average salary by contribution assumption: employee only about $205,557 at 4% or $137,038 at 6%; with 50% employer match about $137,038 at 4% or $91,359 at 6%; with 100% employer match about $102,779 at 4% or $68,519 at 6%.
Wentz Financial Group LLC 401(K) Plan-7$265,811$57,556$8,222iApproximate average salary by contribution assumption: employee only about $205,557 at 4% or $137,038 at 6%; with 50% employer match about $137,038 at 4% or $91,359 at 6%; with 100% employer match about $102,779 at 4% or $68,519 at 6%.
200915$179,147$51,645$10,329iApproximate average salary by contribution assumption: employee only about $258,225 at 4% or $172,150 at 6%; with 50% employer match about $172,150 at 4% or $114,767 at 6%; with 100% employer match about $129,113 at 4% or $86,075 at 6%.
Wentz Financial Group LLC 401(K) Plan-5$179,147$51,645$10,329iApproximate average salary by contribution assumption: employee only about $258,225 at 4% or $172,150 at 6%; with 50% employer match about $172,150 at 4% or $114,767 at 6%; with 100% employer match about $129,113 at 4% or $86,075 at 6%.
200815$92,285$49,703$9,941iApproximate average salary by contribution assumption: employee only about $248,515 at 4% or $165,677 at 6%; with 50% employer match about $165,677 at 4% or $110,451 at 6%; with 100% employer match about $124,258 at 4% or $82,838 at 6%.
Wentz Financial Group LLC 401(K) Plan-5$92,285$49,703$9,941iApproximate average salary by contribution assumption: employee only about $248,515 at 4% or $165,677 at 6%; with 50% employer match about $165,677 at 4% or $110,451 at 6%; with 100% employer match about $124,258 at 4% or $82,838 at 6%.
200714$0$0-
Wentz Financial Group LLC 401(K) Plan-4---
200616$59,980$33,041$5,507iApproximate average salary by contribution assumption: employee only about $137,671 at 4% or $91,781 at 6%; with 50% employer match about $91,781 at 4% or $61,187 at 6%; with 100% employer match about $68,835 at 4% or $45,890 at 6%.
Wentz Financial Group LLC 401(K) Plan-6$59,980$33,041$5,507iApproximate average salary by contribution assumption: employee only about $137,671 at 4% or $91,781 at 6%; with 50% employer match about $91,781 at 4% or $61,187 at 6%; with 100% employer match about $68,835 at 4% or $45,890 at 6%.
200514$25,148$24,028$6,007iApproximate average salary by contribution assumption: employee only about $150,175 at 4% or $100,117 at 6%; with 50% employer match about $100,117 at 4% or $66,744 at 6%; with 100% employer match about $75,088 at 4% or $50,058 at 6%.
Wentz Financial Group LLC 401(K) Plan-4$25,148$24,028$6,007iApproximate average salary by contribution assumption: employee only about $150,175 at 4% or $100,117 at 6%; with 50% employer match about $100,117 at 4% or $66,744 at 6%; with 100% employer match about $75,088 at 4% or $50,058 at 6%.