Civic Intelligence

Weinstein-Wilkes Financial Group LLC

Plan context: Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust

EIN 26-3002321 • Fort Myers, FL • 16 filings • 2 plans

13720 Six Mile Cypress Parkway,Suite 1Fort Myers, FL 33912
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$7,832,827

2024 Contributions

$263,031

Historical Graphs

Total Assets Over Time

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

$7,832,827$3,916,414$0200920172024YearValue
$7,832,827Latest year 2024

Participants Over Time

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

630200920172024YearValue
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$7,832,827$263,031$43,839iApproximate average salary by contribution assumption: employee only about $1,095,963 at 4% or $730,642 at 6%; with 50% employer match about $730,642 at 4% or $487,094 at 6%; with 100% employer match about $547,981 at 4% or $365,321 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$7,832,827$263,031$43,839iApproximate average salary by contribution assumption: employee only about $1,095,963 at 4% or $730,642 at 6%; with 50% employer match about $730,642 at 4% or $487,094 at 6%; with 100% employer match about $547,981 at 4% or $365,321 at 6%.
202316$6,354,882$244,091$40,682iApproximate average salary by contribution assumption: employee only about $1,017,046 at 4% or $678,031 at 6%; with 50% employer match about $678,031 at 4% or $452,020 at 6%; with 100% employer match about $508,523 at 4% or $339,015 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-6$6,354,882$244,091$40,682iApproximate average salary by contribution assumption: employee only about $1,017,046 at 4% or $678,031 at 6%; with 50% employer match about $678,031 at 4% or $452,020 at 6%; with 100% employer match about $508,523 at 4% or $339,015 at 6%.
202215$4,965,809$209,411$41,882iApproximate average salary by contribution assumption: employee only about $1,047,055 at 4% or $698,037 at 6%; with 50% employer match about $698,037 at 4% or $465,358 at 6%; with 100% employer match about $523,527 at 4% or $349,018 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$4,965,809$209,411$41,882iApproximate average salary by contribution assumption: employee only about $1,047,055 at 4% or $698,037 at 6%; with 50% employer match about $698,037 at 4% or $465,358 at 6%; with 100% employer match about $523,527 at 4% or $349,018 at 6%.
202115$5,816,796$192,681$38,536iApproximate average salary by contribution assumption: employee only about $963,405 at 4% or $642,270 at 6%; with 50% employer match about $642,270 at 4% or $428,180 at 6%; with 100% employer match about $481,702 at 4% or $321,135 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$5,816,796$192,681$38,536iApproximate average salary by contribution assumption: employee only about $963,405 at 4% or $642,270 at 6%; with 50% employer match about $642,270 at 4% or $428,180 at 6%; with 100% employer match about $481,702 at 4% or $321,135 at 6%.
202015$4,614,782$170,992$34,198iApproximate average salary by contribution assumption: employee only about $854,960 at 4% or $569,973 at 6%; with 50% employer match about $569,973 at 4% or $379,982 at 6%; with 100% employer match about $427,480 at 4% or $284,987 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$4,614,782$170,992$34,198iApproximate average salary by contribution assumption: employee only about $854,960 at 4% or $569,973 at 6%; with 50% employer match about $569,973 at 4% or $379,982 at 6%; with 100% employer match about $427,480 at 4% or $284,987 at 6%.
201915$3,655,241$153,863$30,773iApproximate average salary by contribution assumption: employee only about $769,315 at 4% or $512,877 at 6%; with 50% employer match about $512,877 at 4% or $341,918 at 6%; with 100% employer match about $384,658 at 4% or $256,438 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-5$3,655,241$153,863$30,773iApproximate average salary by contribution assumption: employee only about $769,315 at 4% or $512,877 at 6%; with 50% employer match about $512,877 at 4% or $341,918 at 6%; with 100% employer match about $384,658 at 4% or $256,438 at 6%.
201814$2,844,109$134,305$33,576iApproximate average salary by contribution assumption: employee only about $839,406 at 4% or $559,604 at 6%; with 50% employer match about $559,604 at 4% or $373,069 at 6%; with 100% employer match about $419,703 at 4% or $279,802 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$2,844,109$134,305$33,576iApproximate average salary by contribution assumption: employee only about $839,406 at 4% or $559,604 at 6%; with 50% employer match about $559,604 at 4% or $373,069 at 6%; with 100% employer match about $419,703 at 4% or $279,802 at 6%.
201713$3,030,887$145,940$48,647iApproximate average salary by contribution assumption: employee only about $1,216,167 at 4% or $810,778 at 6%; with 50% employer match about $810,778 at 4% or $540,519 at 6%; with 100% employer match about $608,083 at 4% or $405,389 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-3$3,030,887$145,940$48,647iApproximate average salary by contribution assumption: employee only about $1,216,167 at 4% or $810,778 at 6%; with 50% employer match about $810,778 at 4% or $540,519 at 6%; with 100% employer match about $608,083 at 4% or $405,389 at 6%.
201614$2,874,624$151,224$37,806iApproximate average salary by contribution assumption: employee only about $945,150 at 4% or $630,100 at 6%; with 50% employer match about $630,100 at 4% or $420,067 at 6%; with 100% employer match about $472,575 at 4% or $315,050 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$2,874,624$151,224$37,806iApproximate average salary by contribution assumption: employee only about $945,150 at 4% or $630,100 at 6%; with 50% employer match about $630,100 at 4% or $420,067 at 6%; with 100% employer match about $472,575 at 4% or $315,050 at 6%.
201514$2,550,104$151,210$37,803iApproximate average salary by contribution assumption: employee only about $945,063 at 4% or $630,042 at 6%; with 50% employer match about $630,042 at 4% or $420,028 at 6%; with 100% employer match about $472,531 at 4% or $315,021 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$2,550,104$151,210$37,803iApproximate average salary by contribution assumption: employee only about $945,063 at 4% or $630,042 at 6%; with 50% employer match about $630,042 at 4% or $420,028 at 6%; with 100% employer match about $472,531 at 4% or $315,021 at 6%.
201414$2,547,896$145,449$36,362iApproximate average salary by contribution assumption: employee only about $909,056 at 4% or $606,038 at 6%; with 50% employer match about $606,038 at 4% or $404,025 at 6%; with 100% employer match about $454,528 at 4% or $303,019 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$2,547,896$145,449$36,362iApproximate average salary by contribution assumption: employee only about $909,056 at 4% or $606,038 at 6%; with 50% employer match about $606,038 at 4% or $404,025 at 6%; with 100% employer match about $454,528 at 4% or $303,019 at 6%.
201314$2,333,536$266,631$66,658iApproximate average salary by contribution assumption: employee only about $1,666,444 at 4% or $1,110,963 at 6%; with 50% employer match about $1,110,963 at 4% or $740,642 at 6%; with 100% employer match about $833,222 at 4% or $555,481 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$2,333,536$266,631$66,658iApproximate average salary by contribution assumption: employee only about $1,666,444 at 4% or $1,110,963 at 6%; with 50% employer match about $1,110,963 at 4% or $740,642 at 6%; with 100% employer match about $833,222 at 4% or $555,481 at 6%.
201214$1,736,488$137,775$34,444iApproximate average salary by contribution assumption: employee only about $861,094 at 4% or $574,063 at 6%; with 50% employer match about $574,063 at 4% or $382,708 at 6%; with 100% employer match about $430,547 at 4% or $287,031 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$1,736,488$137,775$34,444iApproximate average salary by contribution assumption: employee only about $861,094 at 4% or $574,063 at 6%; with 50% employer match about $574,063 at 4% or $382,708 at 6%; with 100% employer match about $430,547 at 4% or $287,031 at 6%.
201113$1,486,613$130,608$43,536iApproximate average salary by contribution assumption: employee only about $1,088,400 at 4% or $725,600 at 6%; with 50% employer match about $725,600 at 4% or $483,733 at 6%; with 100% employer match about $544,200 at 4% or $362,800 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-3$1,486,613$130,608$43,536iApproximate average salary by contribution assumption: employee only about $1,088,400 at 4% or $725,600 at 6%; with 50% employer match about $725,600 at 4% or $483,733 at 6%; with 100% employer match about $544,200 at 4% or $362,800 at 6%.
201014$1,407,310$618,054$154,514iApproximate average salary by contribution assumption: employee only about $3,862,838 at 4% or $2,575,225 at 6%; with 50% employer match about $2,575,225 at 4% or $1,716,817 at 6%; with 100% employer match about $1,931,419 at 4% or $1,287,613 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$1,407,310$618,054$154,514iApproximate average salary by contribution assumption: employee only about $3,862,838 at 4% or $2,575,225 at 6%; with 50% employer match about $2,575,225 at 4% or $1,716,817 at 6%; with 100% employer match about $1,931,419 at 4% or $1,287,613 at 6%.
200914$679,978$677,036$169,259iApproximate average salary by contribution assumption: employee only about $4,231,475 at 4% or $2,820,983 at 6%; with 50% employer match about $2,820,983 at 4% or $1,880,656 at 6%; with 100% employer match about $2,115,738 at 4% or $1,410,492 at 6%.
Weinstein-Wilkes Financial Group LLC 401(K) Profit Sharing Plan & Trust-4$679,978$677,036$169,259iApproximate average salary by contribution assumption: employee only about $4,231,475 at 4% or $2,820,983 at 6%; with 50% employer match about $2,820,983 at 4% or $1,880,656 at 6%; with 100% employer match about $2,115,738 at 4% or $1,410,492 at 6%.