Civic Intelligence

Wegman Partners LLC

Plan context: Wegman Partners 401(K) Plan

EIN 33-1110289 • Dallas, TX • 13 filings • 2 plans

1700 Pacific AvenueSuite 4900Dallas, TX 75201
Current Snapshot

Latest Year

2023

2023 Participants

163

2023 Assets

$3,709,960

2023 Contributions

$770,741

Historical Graphs

Total Assets Over Time

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

$3,709,960$1,854,980$0201120172023YearValue
$3,709,960Latest year 2023

Participants Over Time

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

6203100201120172023YearValue
163Latest year 2023

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
20231163$3,709,960$770,741$4,728iApproximate average salary by contribution assumption: employee only about $118,212 at 4% or $78,808 at 6%; with 50% employer match about $78,808 at 4% or $52,539 at 6%; with 100% employer match about $59,106 at 4% or $39,404 at 6%.
Wegman Partners 401(K) Plan-163$3,709,960$770,741$4,728iApproximate average salary by contribution assumption: employee only about $118,212 at 4% or $78,808 at 6%; with 50% employer match about $78,808 at 4% or $52,539 at 6%; with 100% employer match about $59,106 at 4% or $39,404 at 6%.
20221129$2,564,506$745,353$5,778iApproximate average salary by contribution assumption: employee only about $144,448 at 4% or $96,299 at 6%; with 50% employer match about $96,299 at 4% or $64,199 at 6%; with 100% employer match about $72,224 at 4% or $48,149 at 6%.
Wegman Partners 401(K) Plan-129$2,564,506$745,353$5,778iApproximate average salary by contribution assumption: employee only about $144,448 at 4% or $96,299 at 6%; with 50% employer match about $96,299 at 4% or $64,199 at 6%; with 100% employer match about $72,224 at 4% or $48,149 at 6%.
20211131$2,893,760$522,697$3,990iApproximate average salary by contribution assumption: employee only about $99,751 at 4% or $66,501 at 6%; with 50% employer match about $66,501 at 4% or $44,334 at 6%; with 100% employer match about $49,876 at 4% or $33,250 at 6%.
Wegman Partners 401(K) Plan-131$2,893,760$522,697$3,990iApproximate average salary by contribution assumption: employee only about $99,751 at 4% or $66,501 at 6%; with 50% employer match about $66,501 at 4% or $44,334 at 6%; with 100% employer match about $49,876 at 4% or $33,250 at 6%.
20201124$2,287,900$335,228$2,703iApproximate average salary by contribution assumption: employee only about $67,586 at 4% or $45,058 at 6%; with 50% employer match about $45,058 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,529 at 6%.
Wegman Partners 401(K) Plan-124$2,287,900$335,228$2,703iApproximate average salary by contribution assumption: employee only about $67,586 at 4% or $45,058 at 6%; with 50% employer match about $45,058 at 4% or $30,038 at 6%; with 100% employer match about $33,793 at 4% or $22,529 at 6%.
20191620$1,922,959$409,478$660iApproximate average salary by contribution assumption: employee only about $16,511 at 4% or $11,007 at 6%; with 50% employer match about $11,007 at 4% or $7,338 at 6%; with 100% employer match about $8,256 at 4% or $5,504 at 6%.
Wegman Partners 401(K) Plan-620$1,922,959$409,478$660iApproximate average salary by contribution assumption: employee only about $16,511 at 4% or $11,007 at 6%; with 50% employer match about $11,007 at 4% or $7,338 at 6%; with 100% employer match about $8,256 at 4% or $5,504 at 6%.
20181566$1,289,894$342,783$606iApproximate average salary by contribution assumption: employee only about $15,141 at 4% or $10,094 at 6%; with 50% employer match about $10,094 at 4% or $6,729 at 6%; with 100% employer match about $7,570 at 4% or $5,047 at 6%.
Wegman Partners 401(K) Plan-566$1,289,894$342,783$606iApproximate average salary by contribution assumption: employee only about $15,141 at 4% or $10,094 at 6%; with 50% employer match about $10,094 at 4% or $6,729 at 6%; with 100% employer match about $7,570 at 4% or $5,047 at 6%.
20171411$1,162,661$289,558$705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,807 at 4% or $5,871 at 6%.
Wegman Partners 401(K) Plan-411$1,162,661$289,558$705iApproximate average salary by contribution assumption: employee only about $17,613 at 4% or $11,742 at 6%; with 50% employer match about $11,742 at 4% or $7,828 at 6%; with 100% employer match about $8,807 at 4% or $5,871 at 6%.
20161299$14,211$207,828$695iApproximate average salary by contribution assumption: employee only about $17,377 at 4% or $11,585 at 6%; with 50% employer match about $11,585 at 4% or $7,723 at 6%; with 100% employer match about $8,688 at 4% or $5,792 at 6%.
Wegman Partners 401(K) Plan-299$14,211$207,828$695iApproximate average salary by contribution assumption: employee only about $17,377 at 4% or $11,585 at 6%; with 50% employer match about $11,585 at 4% or $7,723 at 6%; with 100% employer match about $8,688 at 4% or $5,792 at 6%.
2015115$516,936$186,129$12,409iApproximate average salary by contribution assumption: employee only about $310,215 at 4% or $206,810 at 6%; with 50% employer match about $206,810 at 4% or $137,873 at 6%; with 100% employer match about $155,108 at 4% or $103,405 at 6%.
Wegman Partners 401(K) Plan-15$516,936$186,129$12,409iApproximate average salary by contribution assumption: employee only about $310,215 at 4% or $206,810 at 6%; with 50% employer match about $206,810 at 4% or $137,873 at 6%; with 100% employer match about $155,108 at 4% or $103,405 at 6%.
2014113$421,230$239,434$18,418iApproximate average salary by contribution assumption: employee only about $460,450 at 4% or $306,967 at 6%; with 50% employer match about $306,967 at 4% or $204,644 at 6%; with 100% employer match about $230,225 at 4% or $153,483 at 6%.
Wegman Partners 401(K) Plan-13$421,230$239,434$18,418iApproximate average salary by contribution assumption: employee only about $460,450 at 4% or $306,967 at 6%; with 50% employer match about $306,967 at 4% or $204,644 at 6%; with 100% employer match about $230,225 at 4% or $153,483 at 6%.
201318$166,768$80,645$10,081iApproximate average salary by contribution assumption: employee only about $252,016 at 4% or $168,010 at 6%; with 50% employer match about $168,010 at 4% or $112,007 at 6%; with 100% employer match about $126,008 at 4% or $84,005 at 6%.
Wegman Partners 401(K) Plan-8$166,768$80,645$10,081iApproximate average salary by contribution assumption: employee only about $252,016 at 4% or $168,010 at 6%; with 50% employer match about $168,010 at 4% or $112,007 at 6%; with 100% employer match about $126,008 at 4% or $84,005 at 6%.
201216$73,540$49,244$8,207iApproximate average salary by contribution assumption: employee only about $205,183 at 4% or $136,789 at 6%; with 50% employer match about $136,789 at 4% or $91,193 at 6%; with 100% employer match about $102,592 at 4% or $68,394 at 6%.
Wegman Partners 401(K) Plan-6$73,540$49,244$8,207iApproximate average salary by contribution assumption: employee only about $205,183 at 4% or $136,789 at 6%; with 50% employer match about $136,789 at 4% or $91,193 at 6%; with 100% employer match about $102,592 at 4% or $68,394 at 6%.
201114$19,833$20,684$5,171iApproximate average salary by contribution assumption: employee only about $129,275 at 4% or $86,183 at 6%; with 50% employer match about $86,183 at 4% or $57,456 at 6%; with 100% employer match about $64,638 at 4% or $43,092 at 6%.
Wegman Partners 401(K) Plan-4$19,833$20,684$5,171iApproximate average salary by contribution assumption: employee only about $129,275 at 4% or $86,183 at 6%; with 50% employer match about $86,183 at 4% or $57,456 at 6%; with 100% employer match about $64,638 at 4% or $43,092 at 6%.
Wegman Partners LLC | EIN 33-1110289 | 2023 Form 5500 Company Profile