Civic Intelligence

Weinand Financial Inc.

Plan context: Weinand Financial Inc. Cash Balance Plan

EIN 30-0354150 • Lacey, WA • 20 filings • 2 plans

8120 Freedom Lane NE, Ste. 101Lacey, WA 98516-4704
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$4,466,327

2024 Contributions

$148,128

Historical Graphs

Total Assets Over Time

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

$4,466,327$2,233,164$0201520202024YearValue
$4,466,327Latest year 2024

Participants Over Time

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

52260201520202024YearValue
52Latest 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
2024252$4,466,327$148,128$2,849iApproximate average salary by contribution assumption: employee only about $71,215 at 4% or $47,477 at 6%; with 50% employer match about $47,477 at 4% or $31,651 at 6%; with 100% employer match about $35,608 at 4% or $23,738 at 6%.
Weinand Financial Inc. Cash Balance Plan-52$2,679,791$0-
Weinand Financial Inc. 401(K) Plan-5$1,786,536$148,128$29,626iApproximate average salary by contribution assumption: employee only about $740,640 at 4% or $493,760 at 6%; with 50% employer match about $493,760 at 4% or $329,173 at 6%; with 100% employer match about $370,320 at 4% or $246,880 at 6%.
202326$3,767,872$145,511$24,252iApproximate average salary by contribution assumption: employee only about $606,296 at 4% or $404,197 at 6%; with 50% employer match about $404,197 at 4% or $269,465 at 6%; with 100% employer match about $303,148 at 4% or $202,099 at 6%.
Weinand Financial Inc. Cash Balance Plan-5$2,359,731$0-
Weinand Financial Inc. 401(K) Plan-6$1,408,141$145,511$24,252iApproximate average salary by contribution assumption: employee only about $606,296 at 4% or $404,197 at 6%; with 50% employer match about $404,197 at 4% or $269,465 at 6%; with 100% employer match about $303,148 at 4% or $202,099 at 6%.
202226$3,111,594$163,261$27,210iApproximate average salary by contribution assumption: employee only about $680,254 at 4% or $453,503 at 6%; with 50% employer match about $453,503 at 4% or $302,335 at 6%; with 100% employer match about $340,127 at 4% or $226,751 at 6%.
Weinand Financial Inc. Cash Balance Plan-5$2,062,282$0-
Weinand Financial Inc. 401(K) Plan-6$1,049,312$163,261$27,210iApproximate average salary by contribution assumption: employee only about $680,254 at 4% or $453,503 at 6%; with 50% employer match about $453,503 at 4% or $302,335 at 6%; with 100% employer match about $340,127 at 4% or $226,751 at 6%.
202125$3,346,397$502,449$100,490iApproximate average salary by contribution assumption: employee only about $2,512,245 at 4% or $1,674,830 at 6%; with 50% employer match about $1,674,830 at 4% or $1,116,553 at 6%; with 100% employer match about $1,256,123 at 4% or $837,415 at 6%.
Weinand Financial Inc. Cash Balance Plan-5$2,287,668$351,797$70,359iApproximate average salary by contribution assumption: employee only about $1,758,985 at 4% or $1,172,657 at 6%; with 50% employer match about $1,172,657 at 4% or $781,771 at 6%; with 100% employer match about $879,492 at 4% or $586,328 at 6%.
Weinand Financial Inc. 401(K) Plan-5$1,058,729$150,652$30,130iApproximate average salary by contribution assumption: employee only about $753,260 at 4% or $502,173 at 6%; with 50% employer match about $502,173 at 4% or $334,782 at 6%; with 100% employer match about $376,630 at 4% or $251,087 at 6%.
202025$2,597,476$521,363$104,273iApproximate average salary by contribution assumption: employee only about $2,606,815 at 4% or $1,737,877 at 6%; with 50% employer match about $1,737,877 at 4% or $1,158,584 at 6%; with 100% employer match about $1,303,408 at 4% or $868,938 at 6%.
Weinand Financial Inc. Cash Balance Plan-5$1,741,092$401,106$80,221iApproximate average salary by contribution assumption: employee only about $2,005,530 at 4% or $1,337,020 at 6%; with 50% employer match about $1,337,020 at 4% or $891,347 at 6%; with 100% employer match about $1,002,765 at 4% or $668,510 at 6%.
Weinand Financial Inc. 401(K) Plan-5$856,384$120,257$24,051iApproximate average salary by contribution assumption: employee only about $601,285 at 4% or $400,857 at 6%; with 50% employer match about $400,857 at 4% or $267,238 at 6%; with 100% employer match about $300,643 at 4% or $200,428 at 6%.
201924$1,933,004$366,762$91,691iApproximate average salary by contribution assumption: employee only about $2,292,263 at 4% or $1,528,175 at 6%; with 50% employer match about $1,528,175 at 4% or $1,018,783 at 6%; with 100% employer match about $1,146,131 at 4% or $764,088 at 6%.
Weinand Financial Inc. Cash Balance Plan-4$1,276,651$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Weinand Financial Inc. 401(K) Plan-4$656,353$66,762$16,691iApproximate average salary by contribution assumption: employee only about $417,263 at 4% or $278,175 at 6%; with 50% employer match about $278,175 at 4% or $185,450 at 6%; with 100% employer match about $208,631 at 4% or $139,088 at 6%.
201824$1,257,662$413,417$103,354iApproximate average salary by contribution assumption: employee only about $2,583,856 at 4% or $1,722,571 at 6%; with 50% employer match about $1,722,571 at 4% or $1,148,381 at 6%; with 100% employer match about $1,291,928 at 4% or $861,285 at 6%.
Weinand Financial Inc. Cash Balance Plan-3$788,526$350,000$116,667iApproximate average salary by contribution assumption: employee only about $2,916,667 at 4% or $1,944,444 at 6%; with 50% employer match about $1,944,444 at 4% or $1,296,296 at 6%; with 100% employer match about $1,458,333 at 4% or $972,222 at 6%.
Weinand Financial Inc. 401(K) Plan-4$469,136$63,417$15,854iApproximate average salary by contribution assumption: employee only about $396,356 at 4% or $264,238 at 6%; with 50% employer match about $264,238 at 4% or $176,158 at 6%; with 100% employer match about $198,178 at 4% or $132,119 at 6%.
201725$917,054$316,484$63,297iApproximate average salary by contribution assumption: employee only about $1,582,420 at 4% or $1,054,947 at 6%; with 50% employer match about $1,054,947 at 4% or $703,298 at 6%; with 100% employer match about $791,210 at 4% or $527,473 at 6%.
Weinand Financial Inc. Cash Balance Plan-4$474,516$249,800$62,450iApproximate average salary by contribution assumption: employee only about $1,561,250 at 4% or $1,040,833 at 6%; with 50% employer match about $1,040,833 at 4% or $693,889 at 6%; with 100% employer match about $780,625 at 4% or $520,417 at 6%.
Weinand Financial Inc. 401(K) Plan-5$442,538$66,684$13,337iApproximate average salary by contribution assumption: employee only about $333,420 at 4% or $222,280 at 6%; with 50% employer match about $222,280 at 4% or $148,187 at 6%; with 100% employer match about $166,710 at 4% or $111,140 at 6%.
201626$492,953$188,023$31,337iApproximate average salary by contribution assumption: employee only about $783,429 at 4% or $522,286 at 6%; with 50% employer match about $522,286 at 4% or $348,191 at 6%; with 100% employer match about $391,715 at 4% or $261,143 at 6%.
Weinand Financial Inc. 401(K) Plan-6$302,315$93,015$15,503iApproximate average salary by contribution assumption: employee only about $387,563 at 4% or $258,375 at 6%; with 50% employer match about $258,375 at 4% or $172,250 at 6%; with 100% employer match about $193,781 at 4% or $129,188 at 6%.
Weinand Financial Inc. Cash Balance Plan-3$190,638$95,008$31,669iApproximate average salary by contribution assumption: employee only about $791,733 at 4% or $527,822 at 6%; with 50% employer match about $527,822 at 4% or $351,881 at 6%; with 100% employer match about $395,867 at 4% or $263,911 at 6%.
201525$280,868$285,973$57,195iApproximate average salary by contribution assumption: employee only about $1,429,865 at 4% or $953,243 at 6%; with 50% employer match about $953,243 at 4% or $635,496 at 6%; with 100% employer match about $714,933 at 4% or $476,622 at 6%.
Weinand Financial Inc. 401(K) Plan-5$189,807$194,912$38,982iApproximate average salary by contribution assumption: employee only about $974,560 at 4% or $649,707 at 6%; with 50% employer match about $649,707 at 4% or $433,138 at 6%; with 100% employer match about $487,280 at 4% or $324,853 at 6%.
Weinand Financial Inc. Cash Balance Plan-2$91,061$91,061$45,531iApproximate average salary by contribution assumption: employee only about $1,138,263 at 4% or $758,842 at 6%; with 50% employer match about $758,842 at 4% or $505,894 at 6%; with 100% employer match about $569,131 at 4% or $379,421 at 6%.