Civic Intelligence

Wingate Insurance Group Inc.

Plan context: Wingate Insurance 401(K) Plan

EIN 45-0539636 • Ponte Vedra Beach, FL • 20 filings • 2 plans

155 Professional DrivePonte Vedra Beach, FL 32082
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$4,313,492

2024 Contributions

$253,399

Historical Graphs

Total Assets Over Time

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

$4,313,492$2,156,746$0200520142023YearValue
$4,313,492Latest year 2023

Participants Over Time

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

27140200520142023YearValue
23Latest 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
202410$0$0-
Wingate Insurance 401(K) Plan-0$0--
2023123$4,313,492$253,399$11,017iApproximate average salary by contribution assumption: employee only about $275,434 at 4% or $183,622 at 6%; with 50% employer match about $183,622 at 4% or $122,415 at 6%; with 100% employer match about $137,717 at 4% or $91,811 at 6%.
Wingate Insurance 401(K) Plan-23$4,313,492$253,399$11,017iApproximate average salary by contribution assumption: employee only about $275,434 at 4% or $183,622 at 6%; with 50% employer match about $183,622 at 4% or $122,415 at 6%; with 100% employer match about $137,717 at 4% or $91,811 at 6%.
2022125$3,644,199$205,742$8,230iApproximate average salary by contribution assumption: employee only about $205,742 at 4% or $137,161 at 6%; with 50% employer match about $137,161 at 4% or $91,441 at 6%; with 100% employer match about $102,871 at 4% or $68,581 at 6%.
Wingate Insurance 401(K) Plan-25$3,644,199$205,742$8,230iApproximate average salary by contribution assumption: employee only about $205,742 at 4% or $137,161 at 6%; with 50% employer match about $137,161 at 4% or $91,441 at 6%; with 100% employer match about $102,871 at 4% or $68,581 at 6%.
2021125$4,193,363$214,403$8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,202 at 4% or $71,468 at 6%.
Wingate Insurance 401(K) Plan-25$4,193,363$214,403$8,576iApproximate average salary by contribution assumption: employee only about $214,403 at 4% or $142,935 at 6%; with 50% employer match about $142,935 at 4% or $95,290 at 6%; with 100% employer match about $107,202 at 4% or $71,468 at 6%.
2020127$3,438,776$218,960$8,110iApproximate average salary by contribution assumption: employee only about $202,741 at 4% or $135,160 at 6%; with 50% employer match about $135,160 at 4% or $90,107 at 6%; with 100% employer match about $101,370 at 4% or $67,580 at 6%.
Wingate Insurance 401(K) Plan-27$3,438,776$218,960$8,110iApproximate average salary by contribution assumption: employee only about $202,741 at 4% or $135,160 at 6%; with 50% employer match about $135,160 at 4% or $90,107 at 6%; with 100% employer match about $101,370 at 4% or $67,580 at 6%.
2019127$2,662,725$209,868$7,773iApproximate average salary by contribution assumption: employee only about $194,322 at 4% or $129,548 at 6%; with 50% employer match about $129,548 at 4% or $86,365 at 6%; with 100% employer match about $97,161 at 4% or $64,774 at 6%.
Wingate Insurance 401(K) Plan-27$2,662,725$209,868$7,773iApproximate average salary by contribution assumption: employee only about $194,322 at 4% or $129,548 at 6%; with 50% employer match about $129,548 at 4% or $86,365 at 6%; with 100% employer match about $97,161 at 4% or $64,774 at 6%.
2018121$1,956,332$174,418$8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,285 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%.
Wingate Insurance 401(K) Plan-21$1,956,332$174,418$8,306iApproximate average salary by contribution assumption: employee only about $207,640 at 4% or $138,427 at 6%; with 50% employer match about $138,427 at 4% or $92,285 at 6%; with 100% employer match about $103,820 at 4% or $69,213 at 6%.
2017120$1,964,337$151,457$7,573iApproximate average salary by contribution assumption: employee only about $189,321 at 4% or $126,214 at 6%; with 50% employer match about $126,214 at 4% or $84,143 at 6%; with 100% employer match about $94,661 at 4% or $63,107 at 6%.
Wingate Insurance 401(K) Plan-20$1,964,337$151,457$7,573iApproximate average salary by contribution assumption: employee only about $189,321 at 4% or $126,214 at 6%; with 50% employer match about $126,214 at 4% or $84,143 at 6%; with 100% employer match about $94,661 at 4% or $63,107 at 6%.
2016117$1,537,369$122,301$7,194iApproximate average salary by contribution assumption: employee only about $179,854 at 4% or $119,903 at 6%; with 50% employer match about $119,903 at 4% or $79,935 at 6%; with 100% employer match about $89,927 at 4% or $59,951 at 6%.
Wingate Insurance 401(K) Plan-17$1,537,369$122,301$7,194iApproximate average salary by contribution assumption: employee only about $179,854 at 4% or $119,903 at 6%; with 50% employer match about $119,903 at 4% or $79,935 at 6%; with 100% employer match about $89,927 at 4% or $59,951 at 6%.
2015115$1,286,997$90,998$6,067iApproximate average salary by contribution assumption: employee only about $151,663 at 4% or $101,109 at 6%; with 50% employer match about $101,109 at 4% or $67,406 at 6%; with 100% employer match about $75,832 at 4% or $50,554 at 6%.
Wingate Insurance 401(K) Plan-15$1,286,997$90,998$6,067iApproximate average salary by contribution assumption: employee only about $151,663 at 4% or $101,109 at 6%; with 50% employer match about $101,109 at 4% or $67,406 at 6%; with 100% employer match about $75,832 at 4% or $50,554 at 6%.
2014114$1,235,664$86,933$6,210iApproximate average salary by contribution assumption: employee only about $155,238 at 4% or $103,492 at 6%; with 50% employer match about $103,492 at 4% or $68,994 at 6%; with 100% employer match about $77,619 at 4% or $51,746 at 6%.
Wingate Insurance 401(K) Plan-14$1,235,664$86,933$6,210iApproximate average salary by contribution assumption: employee only about $155,238 at 4% or $103,492 at 6%; with 50% employer match about $103,492 at 4% or $68,994 at 6%; with 100% employer match about $77,619 at 4% or $51,746 at 6%.
2013113$1,053,907$82,211$6,324iApproximate average salary by contribution assumption: employee only about $158,098 at 4% or $105,399 at 6%; with 50% employer match about $105,399 at 4% or $70,266 at 6%; with 100% employer match about $79,049 at 4% or $52,699 at 6%.
Wingate Insurance 401(K) Plan-13$1,053,907$82,211$6,324iApproximate average salary by contribution assumption: employee only about $158,098 at 4% or $105,399 at 6%; with 50% employer match about $105,399 at 4% or $70,266 at 6%; with 100% employer match about $79,049 at 4% or $52,699 at 6%.
2012112$746,728$59,286$4,941iApproximate average salary by contribution assumption: employee only about $123,513 at 4% or $82,342 at 6%; with 50% employer match about $82,342 at 4% or $54,894 at 6%; with 100% employer match about $61,756 at 4% or $41,171 at 6%.
Wingate Insurance 401(K) Plan-12$746,728$59,286$4,941iApproximate average salary by contribution assumption: employee only about $123,513 at 4% or $82,342 at 6%; with 50% employer match about $82,342 at 4% or $54,894 at 6%; with 100% employer match about $61,756 at 4% or $41,171 at 6%.
2011111$592,955$46,840$4,258iApproximate average salary by contribution assumption: employee only about $106,455 at 4% or $70,970 at 6%; with 50% employer match about $70,970 at 4% or $47,313 at 6%; with 100% employer match about $53,227 at 4% or $35,485 at 6%.
Wingate Insurance 401(K) Plan-11$592,955$46,840$4,258iApproximate average salary by contribution assumption: employee only about $106,455 at 4% or $70,970 at 6%; with 50% employer match about $70,970 at 4% or $47,313 at 6%; with 100% employer match about $53,227 at 4% or $35,485 at 6%.
201019$563,380$38,478$4,275iApproximate average salary by contribution assumption: employee only about $106,883 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%.
Wingate Insurance 401(K) Plan-9$563,380$38,478$4,275iApproximate average salary by contribution assumption: employee only about $106,883 at 4% or $71,256 at 6%; with 50% employer match about $71,256 at 4% or $47,504 at 6%; with 100% employer match about $53,442 at 4% or $35,628 at 6%.
200919$446,252$44,231$4,915iApproximate average salary by contribution assumption: employee only about $122,864 at 4% or $81,909 at 6%; with 50% employer match about $81,909 at 4% or $54,606 at 6%; with 100% employer match about $61,432 at 4% or $40,955 at 6%.
Wingate Insurance 401(K) Plan-9$446,252$44,231$4,915iApproximate average salary by contribution assumption: employee only about $122,864 at 4% or $81,909 at 6%; with 50% employer match about $81,909 at 4% or $54,606 at 6%; with 100% employer match about $61,432 at 4% or $40,955 at 6%.
200815$311,448$39,087$7,817iApproximate average salary by contribution assumption: employee only about $195,435 at 4% or $130,290 at 6%; with 50% employer match about $130,290 at 4% or $86,860 at 6%; with 100% employer match about $97,718 at 4% or $65,145 at 6%.
Wingate Insurance 401(K) Plan-5$311,448$39,087$7,817iApproximate average salary by contribution assumption: employee only about $195,435 at 4% or $130,290 at 6%; with 50% employer match about $130,290 at 4% or $86,860 at 6%; with 100% employer match about $97,718 at 4% or $65,145 at 6%.
200714$444,870$47,752$11,938iApproximate average salary by contribution assumption: employee only about $298,450 at 4% or $198,967 at 6%; with 50% employer match about $198,967 at 4% or $132,644 at 6%; with 100% employer match about $149,225 at 4% or $99,483 at 6%.
Wingate Insurance 401(K) Plan-4$444,870$47,752$11,938iApproximate average salary by contribution assumption: employee only about $298,450 at 4% or $198,967 at 6%; with 50% employer match about $198,967 at 4% or $132,644 at 6%; with 100% employer match about $149,225 at 4% or $99,483 at 6%.
200614$399,154$41,419$10,355iApproximate average salary by contribution assumption: employee only about $258,869 at 4% or $172,579 at 6%; with 50% employer match about $172,579 at 4% or $115,053 at 6%; with 100% employer match about $129,434 at 4% or $86,290 at 6%.
Wingate Insurance 401(K) Plan-4$399,154$41,419$10,355iApproximate average salary by contribution assumption: employee only about $258,869 at 4% or $172,579 at 6%; with 50% employer match about $172,579 at 4% or $115,053 at 6%; with 100% employer match about $129,434 at 4% or $86,290 at 6%.
200515$310,905$312,346$62,469iApproximate average salary by contribution assumption: employee only about $1,561,730 at 4% or $1,041,153 at 6%; with 50% employer match about $1,041,153 at 4% or $694,102 at 6%; with 100% employer match about $780,865 at 4% or $520,577 at 6%.
Wingate Insurance 401(K) Plan-5$310,905$312,346$62,469iApproximate average salary by contribution assumption: employee only about $1,561,730 at 4% or $1,041,153 at 6%; with 50% employer match about $1,041,153 at 4% or $694,102 at 6%; with 100% employer match about $780,865 at 4% or $520,577 at 6%.