Civic Intelligence

Family Wealth Planning Group LLC

Plan context: Fwpg Cash Balance Plan

EIN 30-0943785 • Naples, FL • 18 filings • 2 plans

9115 Corsea Del Fontana Way Ste 100Naples, FL 34109
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$6,868,606

2025 Contributions

$253,402

Historical Graphs

Total Assets Over Time

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

$6,868,606$3,434,303$0201720212025YearValue
$6,868,606Latest year 2025

Participants Over Time

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

1260201720212025YearValue
12Latest year 2025

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
2025212$6,868,606$253,402$21,117iApproximate average salary by contribution assumption: employee only about $527,921 at 4% or $351,947 at 6%; with 50% employer match about $351,947 at 4% or $234,631 at 6%; with 100% employer match about $263,960 at 4% or $175,974 at 6%.
Fwpg Cash Balance Plan-8$3,776,917$18,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Fwpg 401(K) Ps Plan-12$3,091,689$235,402$19,617iApproximate average salary by contribution assumption: employee only about $490,421 at 4% or $326,947 at 6%; with 50% employer match about $326,947 at 4% or $217,965 at 6%; with 100% employer match about $245,210 at 4% or $163,474 at 6%.
2024212$5,886,345$604,743$50,395iApproximate average salary by contribution assumption: employee only about $1,259,881 at 4% or $839,921 at 6%; with 50% employer match about $839,921 at 4% or $559,947 at 6%; with 100% employer match about $629,941 at 4% or $419,960 at 6%.
Fwpg Cash Balance Plan-10$3,277,584$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Fwpg 401(K) Ps Plan-12$2,608,761$404,743$33,729iApproximate average salary by contribution assumption: employee only about $843,215 at 4% or $562,143 at 6%; with 50% employer match about $562,143 at 4% or $374,762 at 6%; with 100% employer match about $421,607 at 4% or $281,072 at 6%.
202328$4,474,396$500,720$62,590iApproximate average salary by contribution assumption: employee only about $1,564,750 at 4% or $1,043,167 at 6%; with 50% employer match about $1,043,167 at 4% or $695,444 at 6%; with 100% employer match about $782,375 at 4% or $521,583 at 6%.
Fwpg Cash Balance Plan-8$2,639,129$350,000$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Fwpg 401(K) Ps Plan-8$1,835,267$150,720$18,840iApproximate average salary by contribution assumption: employee only about $471,000 at 4% or $314,000 at 6%; with 50% employer match about $314,000 at 4% or $209,333 at 6%; with 100% employer match about $235,500 at 4% or $157,000 at 6%.
202228$3,290,695$633,026$79,128iApproximate average salary by contribution assumption: employee only about $1,978,206 at 4% or $1,318,804 at 6%; with 50% employer match about $1,318,804 at 4% or $879,203 at 6%; with 100% employer match about $989,103 at 4% or $659,402 at 6%.
Fwpg Cash Balance Plan-8$1,896,390$520,000$65,000iApproximate average salary by contribution assumption: employee only about $1,625,000 at 4% or $1,083,333 at 6%; with 50% employer match about $1,083,333 at 4% or $722,222 at 6%; with 100% employer match about $812,500 at 4% or $541,667 at 6%.
Fwpg 401(K) Ps Plan-6$1,394,305$113,026$18,838iApproximate average salary by contribution assumption: employee only about $470,942 at 4% or $313,961 at 6%; with 50% employer match about $313,961 at 4% or $209,307 at 6%; with 100% employer match about $235,471 at 4% or $156,981 at 6%.
202127$3,238,557$405,058$57,865iApproximate average salary by contribution assumption: employee only about $1,446,636 at 4% or $964,424 at 6%; with 50% employer match about $964,424 at 4% or $642,949 at 6%; with 100% employer match about $723,318 at 4% or $482,212 at 6%.
Fwpg Cash Balance Plan-7$1,658,233$285,295$40,756iApproximate average salary by contribution assumption: employee only about $1,018,911 at 4% or $679,274 at 6%; with 50% employer match about $679,274 at 4% or $452,849 at 6%; with 100% employer match about $509,455 at 4% or $339,637 at 6%.
Fwpg 401(K) Ps Plan-7$1,580,324$119,763$17,109iApproximate average salary by contribution assumption: employee only about $427,725 at 4% or $285,150 at 6%; with 50% employer match about $285,150 at 4% or $190,100 at 6%; with 100% employer match about $213,863 at 4% or $142,575 at 6%.
202028$2,548,257$233,380$29,173iApproximate average salary by contribution assumption: employee only about $729,313 at 4% or $486,208 at 6%; with 50% employer match about $486,208 at 4% or $324,139 at 6%; with 100% employer match about $364,656 at 4% or $243,104 at 6%.
Fwpg 401(K) Ps Plan-8$1,381,824$133,380$16,673iApproximate average salary by contribution assumption: employee only about $416,813 at 4% or $277,875 at 6%; with 50% employer match about $277,875 at 4% or $185,250 at 6%; with 100% employer match about $208,406 at 4% or $138,938 at 6%.
Fwpg Cash Balance Plan-5$1,166,433$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201928$2,009,677$446,929$55,866iApproximate average salary by contribution assumption: employee only about $1,396,653 at 4% or $931,102 at 6%; with 50% employer match about $931,102 at 4% or $620,735 at 6%; with 100% employer match about $698,327 at 4% or $465,551 at 6%.
Fwpg 401(K) Ps Plan-8$1,140,570$151,170$18,896iApproximate average salary by contribution assumption: employee only about $472,406 at 4% or $314,938 at 6%; with 50% employer match about $314,938 at 4% or $209,958 at 6%; with 100% employer match about $236,203 at 4% or $157,469 at 6%.
Fwpg Cash Balance Plan-5$869,107$295,759$59,152iApproximate average salary by contribution assumption: employee only about $1,478,795 at 4% or $985,863 at 6%; with 50% employer match about $985,863 at 4% or $657,242 at 6%; with 100% employer match about $739,398 at 4% or $492,932 at 6%.
201827$1,293,598$440,844$62,978iApproximate average salary by contribution assumption: employee only about $1,574,443 at 4% or $1,049,629 at 6%; with 50% employer match about $1,049,629 at 4% or $699,752 at 6%; with 100% employer match about $787,221 at 4% or $524,814 at 6%.
Fwpg 401(K) Ps Plan-7$802,784$140,844$20,121iApproximate average salary by contribution assumption: employee only about $503,014 at 4% or $335,343 at 6%; with 50% employer match about $335,343 at 4% or $223,562 at 6%; with 100% employer match about $251,507 at 4% or $167,671 at 6%.
Fwpg Cash Balance Plan-4$490,814$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%.
201724$942,676$883,486$220,872iApproximate average salary by contribution assumption: employee only about $5,521,788 at 4% or $3,681,192 at 6%; with 50% employer match about $3,681,192 at 4% or $2,454,128 at 6%; with 100% employer match about $2,760,894 at 4% or $1,840,596 at 6%.
Fwpg 401(K) Ps Plan-4$731,474$672,284$168,071iApproximate average salary by contribution assumption: employee only about $4,201,775 at 4% or $2,801,183 at 6%; with 50% employer match about $2,801,183 at 4% or $1,867,456 at 6%; with 100% employer match about $2,100,888 at 4% or $1,400,592 at 6%.
Fwpg Cash Balance Plan-3$211,202$211,202$70,401iApproximate average salary by contribution assumption: employee only about $1,760,017 at 4% or $1,173,344 at 6%; with 50% employer match about $1,173,344 at 4% or $782,230 at 6%; with 100% employer match about $880,008 at 4% or $586,672 at 6%.