Civic Intelligence

Weiner Financial Group LLC

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

EIN 26-0783663 • Ann Arbor, MI • 17 filings • 3 plans

2020 Hogback Road, Suite 4Ann Arbor, MI 48105
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$1,406,597

2024 Contributions

$41,039

Historical Graphs

Total Assets Over Time

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

$1,406,597$703,299$0200820162024YearValue
$1,406,597Latest year 2024

Participants Over Time

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

320200820162024YearValue
2Latest 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
202412$1,406,597$41,039$20,520iApproximate average salary by contribution assumption: employee only about $512,988 at 4% or $341,992 at 6%; with 50% employer match about $341,992 at 4% or $227,994 at 6%; with 100% employer match about $256,494 at 4% or $170,996 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$1,406,597$41,039$20,520iApproximate average salary by contribution assumption: employee only about $512,988 at 4% or $341,992 at 6%; with 50% employer match about $341,992 at 4% or $227,994 at 6%; with 100% employer match about $256,494 at 4% or $170,996 at 6%.
202312$1,079,506$45,145$22,573iApproximate average salary by contribution assumption: employee only about $564,313 at 4% or $376,208 at 6%; with 50% employer match about $376,208 at 4% or $250,806 at 6%; with 100% employer match about $282,156 at 4% or $188,104 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$1,079,506$45,145$22,573iApproximate average salary by contribution assumption: employee only about $564,313 at 4% or $376,208 at 6%; with 50% employer match about $376,208 at 4% or $250,806 at 6%; with 100% employer match about $282,156 at 4% or $188,104 at 6%.
202212$930,223$43,457$21,729iApproximate average salary by contribution assumption: employee only about $543,213 at 4% or $362,142 at 6%; with 50% employer match about $362,142 at 4% or $241,428 at 6%; with 100% employer match about $271,606 at 4% or $181,071 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$930,223$43,457$21,729iApproximate average salary by contribution assumption: employee only about $543,213 at 4% or $362,142 at 6%; with 50% employer match about $362,142 at 4% or $241,428 at 6%; with 100% employer match about $271,606 at 4% or $181,071 at 6%.
202112$1,315,155$43,205$21,603iApproximate average salary by contribution assumption: employee only about $540,063 at 4% or $360,042 at 6%; with 50% employer match about $360,042 at 4% or $240,028 at 6%; with 100% employer match about $270,031 at 4% or $180,021 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$1,315,155$43,205$21,603iApproximate average salary by contribution assumption: employee only about $540,063 at 4% or $360,042 at 6%; with 50% employer match about $360,042 at 4% or $240,028 at 6%; with 100% employer match about $270,031 at 4% or $180,021 at 6%.
202012$1,075,992$39,395$19,698iApproximate average salary by contribution assumption: employee only about $492,438 at 4% or $328,292 at 6%; with 50% employer match about $328,292 at 4% or $218,861 at 6%; with 100% employer match about $246,219 at 4% or $164,146 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$1,075,992$39,395$19,698iApproximate average salary by contribution assumption: employee only about $492,438 at 4% or $328,292 at 6%; with 50% employer match about $328,292 at 4% or $218,861 at 6%; with 100% employer match about $246,219 at 4% or $164,146 at 6%.
201912$997,058$37,745$18,873iApproximate average salary by contribution assumption: employee only about $471,813 at 4% or $314,542 at 6%; with 50% employer match about $314,542 at 4% or $209,694 at 6%; with 100% employer match about $235,906 at 4% or $157,271 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$997,058$37,745$18,873iApproximate average salary by contribution assumption: employee only about $471,813 at 4% or $314,542 at 6%; with 50% employer match about $314,542 at 4% or $209,694 at 6%; with 100% employer match about $235,906 at 4% or $157,271 at 6%.
201812$753,851$37,222$18,611iApproximate average salary by contribution assumption: employee only about $465,275 at 4% or $310,183 at 6%; with 50% employer match about $310,183 at 4% or $206,789 at 6%; with 100% employer match about $232,638 at 4% or $155,092 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$753,851$37,222$18,611iApproximate average salary by contribution assumption: employee only about $465,275 at 4% or $310,183 at 6%; with 50% employer match about $310,183 at 4% or $206,789 at 6%; with 100% employer match about $232,638 at 4% or $155,092 at 6%.
201712$798,616$32,858$16,429iApproximate average salary by contribution assumption: employee only about $410,725 at 4% or $273,817 at 6%; with 50% employer match about $273,817 at 4% or $182,544 at 6%; with 100% employer match about $205,363 at 4% or $136,908 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$798,616$32,858$16,429iApproximate average salary by contribution assumption: employee only about $410,725 at 4% or $273,817 at 6%; with 50% employer match about $273,817 at 4% or $182,544 at 6%; with 100% employer match about $205,363 at 4% or $136,908 at 6%.
201612$655,444$32,192$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$655,444$32,192$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.
201512$689,461$32,839$16,420iApproximate average salary by contribution assumption: employee only about $410,488 at 4% or $273,658 at 6%; with 50% employer match about $273,658 at 4% or $182,439 at 6%; with 100% employer match about $205,244 at 4% or $136,829 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$689,461$32,839$16,420iApproximate average salary by contribution assumption: employee only about $410,488 at 4% or $273,658 at 6%; with 50% employer match about $273,658 at 4% or $182,439 at 6%; with 100% employer match about $205,244 at 4% or $136,829 at 6%.
201412$652,571$30,402$15,201iApproximate average salary by contribution assumption: employee only about $380,025 at 4% or $253,350 at 6%; with 50% employer match about $253,350 at 4% or $168,900 at 6%; with 100% employer match about $190,013 at 4% or $126,675 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$652,571$30,402$15,201iApproximate average salary by contribution assumption: employee only about $380,025 at 4% or $253,350 at 6%; with 50% employer match about $253,350 at 4% or $168,900 at 6%; with 100% employer match about $190,013 at 4% or $126,675 at 6%.
201312$630,485$30,074$15,037iApproximate average salary by contribution assumption: employee only about $375,925 at 4% or $250,617 at 6%; with 50% employer match about $250,617 at 4% or $167,078 at 6%; with 100% employer match about $187,963 at 4% or $125,308 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$630,485$30,074$15,037iApproximate average salary by contribution assumption: employee only about $375,925 at 4% or $250,617 at 6%; with 50% employer match about $250,617 at 4% or $167,078 at 6%; with 100% employer match about $187,963 at 4% or $125,308 at 6%.
201212$322,207$26,663$13,332iApproximate average salary by contribution assumption: employee only about $333,288 at 4% or $222,192 at 6%; with 50% employer match about $222,192 at 4% or $148,128 at 6%; with 100% employer match about $166,644 at 4% or $111,096 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$322,207$26,663$13,332iApproximate average salary by contribution assumption: employee only about $333,288 at 4% or $222,192 at 6%; with 50% employer match about $222,192 at 4% or $148,128 at 6%; with 100% employer match about $166,644 at 4% or $111,096 at 6%.
201112$287,779$105,148$52,574iApproximate average salary by contribution assumption: employee only about $1,314,350 at 4% or $876,233 at 6%; with 50% employer match about $876,233 at 4% or $584,156 at 6%; with 100% employer match about $657,175 at 4% or $438,117 at 6%.
Weiner Financial Group LLC 401(K) Plan-2$287,779$105,148$52,574iApproximate average salary by contribution assumption: employee only about $1,314,350 at 4% or $876,233 at 6%; with 50% employer match about $876,233 at 4% or $584,156 at 6%; with 100% employer match about $657,175 at 4% or $438,117 at 6%.
201013$204,157$24,409$8,136iApproximate average salary by contribution assumption: employee only about $203,408 at 4% or $135,606 at 6%; with 50% employer match about $135,606 at 4% or $90,404 at 6%; with 100% employer match about $101,704 at 4% or $67,803 at 6%.
Weiner Financial Group LLC 401(K) Plan-3$204,157$24,409$8,136iApproximate average salary by contribution assumption: employee only about $203,408 at 4% or $135,606 at 6%; with 50% employer match about $135,606 at 4% or $90,404 at 6%; with 100% employer match about $101,704 at 4% or $67,803 at 6%.
200913$157,857$24,451$8,150iApproximate average salary by contribution assumption: employee only about $203,758 at 4% or $135,839 at 6%; with 50% employer match about $135,839 at 4% or $90,559 at 6%; with 100% employer match about $101,879 at 4% or $67,919 at 6%.
Weiner Financial Group LLC 401(K) Plan-3$157,857$24,451$8,150iApproximate average salary by contribution assumption: employee only about $203,758 at 4% or $135,839 at 6%; with 50% employer match about $135,839 at 4% or $90,559 at 6%; with 100% employer match about $101,879 at 4% or $67,919 at 6%.
200813$100,058$26,216$8,739iApproximate average salary by contribution assumption: employee only about $218,467 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.
Weiner Financial Group LLC 401(K) Plan-3$100,058$26,216$8,739iApproximate average salary by contribution assumption: employee only about $218,467 at 4% or $145,644 at 6%; with 50% employer match about $145,644 at 4% or $97,096 at 6%; with 100% employer match about $109,233 at 4% or $72,822 at 6%.