Civic Intelligence

Weston Portfolio Group LLC

Plan context: Weston Portfolio Group LLC

EIN 20-4039061 • Coral Springs, FL • 19 filings • 4 plans

3111 N University Dr Ste 431Coral Springs, FL 33065-5023
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,141,196

2024 Contributions

$173,996

Historical Graphs

Total Assets Over Time

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

$4,141,196$2,070,598$0200620152024YearValue
$4,141,196Latest year 2024

Participants Over Time

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

630200620152024YearValue
6Latest 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
202416$4,141,196$173,996$28,999iApproximate average salary by contribution assumption: employee only about $724,983 at 4% or $483,322 at 6%; with 50% employer match about $483,322 at 4% or $322,215 at 6%; with 100% employer match about $362,492 at 4% or $241,661 at 6%.
Weston Portfolio Group LLC-6$4,141,196$173,996$28,999iApproximate average salary by contribution assumption: employee only about $724,983 at 4% or $483,322 at 6%; with 50% employer match about $483,322 at 4% or $322,215 at 6%; with 100% employer match about $362,492 at 4% or $241,661 at 6%.
202316$3,455,105$149,813$24,969iApproximate average salary by contribution assumption: employee only about $624,221 at 4% or $416,147 at 6%; with 50% employer match about $416,147 at 4% or $277,431 at 6%; with 100% employer match about $312,110 at 4% or $208,074 at 6%.
Weston Portfolio Group LLC-6$3,455,105$149,813$24,969iApproximate average salary by contribution assumption: employee only about $624,221 at 4% or $416,147 at 6%; with 50% employer match about $416,147 at 4% or $277,431 at 6%; with 100% employer match about $312,110 at 4% or $208,074 at 6%.
202215$2,886,455$136,405$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
Weston Portfolio Group LLC-5$2,886,455$136,405$27,281iApproximate average salary by contribution assumption: employee only about $682,025 at 4% or $454,683 at 6%; with 50% employer match about $454,683 at 4% or $303,122 at 6%; with 100% employer match about $341,013 at 4% or $227,342 at 6%.
202116$3,363,084$148,054$24,676iApproximate average salary by contribution assumption: employee only about $616,892 at 4% or $411,261 at 6%; with 50% employer match about $411,261 at 4% or $274,174 at 6%; with 100% employer match about $308,446 at 4% or $205,631 at 6%.
Weston Portfolio Group LLC-6$3,363,084$148,054$24,676iApproximate average salary by contribution assumption: employee only about $616,892 at 4% or $411,261 at 6%; with 50% employer match about $411,261 at 4% or $274,174 at 6%; with 100% employer match about $308,446 at 4% or $205,631 at 6%.
202016$2,778,952$112,927$18,821iApproximate average salary by contribution assumption: employee only about $470,529 at 4% or $313,686 at 6%; with 50% employer match about $313,686 at 4% or $209,124 at 6%; with 100% employer match about $235,265 at 4% or $156,843 at 6%.
Weston Portfolio Group LLC-6$2,778,952$112,927$18,821iApproximate average salary by contribution assumption: employee only about $470,529 at 4% or $313,686 at 6%; with 50% employer match about $313,686 at 4% or $209,124 at 6%; with 100% employer match about $235,265 at 4% or $156,843 at 6%.
201916$2,292,911$60,480$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
Weston Portfolio Group LLC-6$2,292,911$60,480$10,080iApproximate average salary by contribution assumption: employee only about $252,000 at 4% or $168,000 at 6%; with 50% employer match about $168,000 at 4% or $112,000 at 6%; with 100% employer match about $126,000 at 4% or $84,000 at 6%.
201816$1,808,181$143,309$23,885iApproximate average salary by contribution assumption: employee only about $597,121 at 4% or $398,081 at 6%; with 50% employer match about $398,081 at 4% or $265,387 at 6%; with 100% employer match about $298,560 at 4% or $199,040 at 6%.
Weston Portfolio Group LLC-6$1,808,181$143,309$23,885iApproximate average salary by contribution assumption: employee only about $597,121 at 4% or $398,081 at 6%; with 50% employer match about $398,081 at 4% or $265,387 at 6%; with 100% employer match about $298,560 at 4% or $199,040 at 6%.
201716$1,850,414$131,844$21,974iApproximate average salary by contribution assumption: employee only about $549,350 at 4% or $366,233 at 6%; with 50% employer match about $366,233 at 4% or $244,156 at 6%; with 100% employer match about $274,675 at 4% or $183,117 at 6%.
Weston Portfolio Group LLC-6$1,850,414$131,844$21,974iApproximate average salary by contribution assumption: employee only about $549,350 at 4% or $366,233 at 6%; with 50% employer match about $366,233 at 4% or $244,156 at 6%; with 100% employer match about $274,675 at 4% or $183,117 at 6%.
201616$1,425,122$115,780$19,297iApproximate average salary by contribution assumption: employee only about $482,417 at 4% or $321,611 at 6%; with 50% employer match about $321,611 at 4% or $214,407 at 6%; with 100% employer match about $241,208 at 4% or $160,806 at 6%.
Weston Portfolio Group LLC-6$1,425,122$115,780$19,297iApproximate average salary by contribution assumption: employee only about $482,417 at 4% or $321,611 at 6%; with 50% employer match about $321,611 at 4% or $214,407 at 6%; with 100% employer match about $241,208 at 4% or $160,806 at 6%.
201516$1,207,167$69,177$11,530iApproximate average salary by contribution assumption: employee only about $288,238 at 4% or $192,158 at 6%; with 50% employer match about $192,158 at 4% or $128,106 at 6%; with 100% employer match about $144,119 at 4% or $96,079 at 6%.
Weston Portfolio Group LLC-6$1,207,167$69,177$11,530iApproximate average salary by contribution assumption: employee only about $288,238 at 4% or $192,158 at 6%; with 50% employer match about $192,158 at 4% or $128,106 at 6%; with 100% employer match about $144,119 at 4% or $96,079 at 6%.
201415$1,143,030$13,337$2,667iApproximate average salary by contribution assumption: employee only about $66,685 at 4% or $44,457 at 6%; with 50% employer match about $44,457 at 4% or $29,638 at 6%; with 100% employer match about $33,343 at 4% or $22,228 at 6%.
Weston Portfolio Group LLC-5$1,143,030$13,337$2,667iApproximate average salary by contribution assumption: employee only about $66,685 at 4% or $44,457 at 6%; with 50% employer match about $44,457 at 4% or $29,638 at 6%; with 100% employer match about $33,343 at 4% or $22,228 at 6%.
201315$1,065,358$92,299$18,460iApproximate average salary by contribution assumption: employee only about $461,495 at 4% or $307,663 at 6%; with 50% employer match about $307,663 at 4% or $205,109 at 6%; with 100% employer match about $230,748 at 4% or $153,832 at 6%.
Weston Portfolio Group LLC-5$1,065,358$92,299$18,460iApproximate average salary by contribution assumption: employee only about $461,495 at 4% or $307,663 at 6%; with 50% employer match about $307,663 at 4% or $205,109 at 6%; with 100% employer match about $230,748 at 4% or $153,832 at 6%.
201215$842,427$98,503$19,701iApproximate average salary by contribution assumption: employee only about $492,515 at 4% or $328,343 at 6%; with 50% employer match about $328,343 at 4% or $218,896 at 6%; with 100% employer match about $246,257 at 4% or $164,172 at 6%.
Weston Portfolio Group LLC-5$842,427$98,503$19,701iApproximate average salary by contribution assumption: employee only about $492,515 at 4% or $328,343 at 6%; with 50% employer match about $328,343 at 4% or $218,896 at 6%; with 100% employer match about $246,257 at 4% or $164,172 at 6%.
201115$649,957$52,829$10,566iApproximate average salary by contribution assumption: employee only about $264,145 at 4% or $176,097 at 6%; with 50% employer match about $176,097 at 4% or $117,398 at 6%; with 100% employer match about $132,073 at 4% or $88,048 at 6%.
Weston Portfolio Group LLC-5$649,957$52,829$10,566iApproximate average salary by contribution assumption: employee only about $264,145 at 4% or $176,097 at 6%; with 50% employer match about $176,097 at 4% or $117,398 at 6%; with 100% employer match about $132,073 at 4% or $88,048 at 6%.
201015$652,565$40,743$8,149iApproximate average salary by contribution assumption: employee only about $203,715 at 4% or $135,810 at 6%; with 50% employer match about $135,810 at 4% or $90,540 at 6%; with 100% employer match about $101,858 at 4% or $67,905 at 6%.
Weston Portfolio Group LLC-5$652,565$40,743$8,149iApproximate average salary by contribution assumption: employee only about $203,715 at 4% or $135,810 at 6%; with 50% employer match about $135,810 at 4% or $90,540 at 6%; with 100% employer match about $101,858 at 4% or $67,905 at 6%.
200916$548,108$113,820$18,970iApproximate average salary by contribution assumption: employee only about $474,250 at 4% or $316,167 at 6%; with 50% employer match about $316,167 at 4% or $210,778 at 6%; with 100% employer match about $237,125 at 4% or $158,083 at 6%.
Weston Portfolio Group LLC-6$548,108$113,820$18,970iApproximate average salary by contribution assumption: employee only about $474,250 at 4% or $316,167 at 6%; with 50% employer match about $316,167 at 4% or $210,778 at 6%; with 100% employer match about $237,125 at 4% or $158,083 at 6%.
200816$302,804$214,643$35,774iApproximate average salary by contribution assumption: employee only about $894,346 at 4% or $596,231 at 6%; with 50% employer match about $596,231 at 4% or $397,487 at 6%; with 100% employer match about $447,173 at 4% or $298,115 at 6%.
Weston Portfolio Group LLC-6$302,804$214,643$35,774iApproximate average salary by contribution assumption: employee only about $894,346 at 4% or $596,231 at 6%; with 50% employer match about $596,231 at 4% or $397,487 at 6%; with 100% employer match about $447,173 at 4% or $298,115 at 6%.
200716$279,706$206,821$34,470iApproximate average salary by contribution assumption: employee only about $861,754 at 4% or $574,503 at 6%; with 50% employer match about $574,503 at 4% or $383,002 at 6%; with 100% employer match about $430,877 at 4% or $287,251 at 6%.
Weston Portfolio Group LLC-6$279,706$206,821$34,470iApproximate average salary by contribution assumption: employee only about $861,754 at 4% or $574,503 at 6%; with 50% employer match about $574,503 at 4% or $383,002 at 6%; with 100% employer match about $430,877 at 4% or $287,251 at 6%.
200616$46,689$45,443$7,574iApproximate average salary by contribution assumption: employee only about $189,346 at 4% or $126,231 at 6%; with 50% employer match about $126,231 at 4% or $84,154 at 6%; with 100% employer match about $94,673 at 4% or $63,115 at 6%.
Weston Portfolio Group LLC-6$46,689$45,443$7,574iApproximate average salary by contribution assumption: employee only about $189,346 at 4% or $126,231 at 6%; with 50% employer match about $126,231 at 4% or $84,154 at 6%; with 100% employer match about $94,673 at 4% or $63,115 at 6%.