Civic Intelligence

Wesley Financial Group LLC

Plan context: Employee Benefit Plan of Wesley Financial Group LLC

EIN 45-4049154 • Franklin, TN • 12 filings • 5 plans

9009 Carothers Pkwy Ste B-3Franklin, TN 37067-1704
Current Snapshot

Latest Year

2024

2024 Participants

296

2024 Assets

$8,345,539

2024 Contributions

$2,319,870

Historical Graphs

Total Assets Over Time

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

$8,345,539$4,172,770$0201520202024YearValue
$8,345,539Latest year 2024

Participants Over Time

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

3231620201520202024YearValue
296Latest 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
20242296$8,345,539$2,319,870$7,837iApproximate average salary by contribution assumption: employee only about $195,935 at 4% or $130,623 at 6%; with 50% employer match about $130,623 at 4% or $87,082 at 6%; with 100% employer match about $97,967 at 4% or $65,312 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-272$8,345,539$2,319,870$8,529iApproximate average salary by contribution assumption: employee only about $213,223 at 4% or $142,149 at 6%; with 50% employer match about $142,149 at 4% or $94,766 at 6%; with 100% employer match about $106,612 at 4% or $71,074 at 6%.
Wesley Financial Group Employee Benefits Plan-296---
20232305$6,343,167$1,975,085$6,476iApproximate average salary by contribution assumption: employee only about $161,892 at 4% or $107,928 at 6%; with 50% employer match about $107,928 at 4% or $71,952 at 6%; with 100% employer match about $80,946 at 4% or $53,964 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-305$6,343,167$1,975,085$6,476iApproximate average salary by contribution assumption: employee only about $161,892 at 4% or $107,928 at 6%; with 50% employer match about $107,928 at 4% or $71,952 at 6%; with 100% employer match about $80,946 at 4% or $53,964 at 6%.
Wesley Financial Group Employee Benefits Plan-177---
20221254$4,052,049$1,406,568$5,538iApproximate average salary by contribution assumption: employee only about $138,442 at 4% or $92,294 at 6%; with 50% employer match about $92,294 at 4% or $61,530 at 6%; with 100% employer match about $69,221 at 4% or $46,147 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-254$4,052,049$1,406,568$5,538iApproximate average salary by contribution assumption: employee only about $138,442 at 4% or $92,294 at 6%; with 50% employer match about $92,294 at 4% or $61,530 at 6%; with 100% employer match about $69,221 at 4% or $46,147 at 6%.
20211256$3,911,681$1,844,522$7,205iApproximate average salary by contribution assumption: employee only about $180,129 at 4% or $120,086 at 6%; with 50% employer match about $120,086 at 4% or $80,057 at 6%; with 100% employer match about $90,065 at 4% or $60,043 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-256$3,911,681$1,844,522$7,205iApproximate average salary by contribution assumption: employee only about $180,129 at 4% or $120,086 at 6%; with 50% employer match about $120,086 at 4% or $80,057 at 6%; with 100% employer match about $90,065 at 4% or $60,043 at 6%.
20201323$2,734,043$1,455,253$4,505iApproximate average salary by contribution assumption: employee only about $112,636 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,318 at 4% or $37,545 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-323$2,734,043$1,455,253$4,505iApproximate average salary by contribution assumption: employee only about $112,636 at 4% or $75,090 at 6%; with 50% employer match about $75,090 at 4% or $50,060 at 6%; with 100% employer match about $56,318 at 4% or $37,545 at 6%.
20191189$1,015,221$577,844$3,057iApproximate average salary by contribution assumption: employee only about $76,434 at 4% or $50,956 at 6%; with 50% employer match about $50,956 at 4% or $33,971 at 6%; with 100% employer match about $38,217 at 4% or $25,478 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-189$1,015,221$577,844$3,057iApproximate average salary by contribution assumption: employee only about $76,434 at 4% or $50,956 at 6%; with 50% employer match about $50,956 at 4% or $33,971 at 6%; with 100% employer match about $38,217 at 4% or $25,478 at 6%.
2018135$382,358$266,117$7,603iApproximate average salary by contribution assumption: employee only about $190,084 at 4% or $126,722 at 6%; with 50% employer match about $126,722 at 4% or $84,482 at 6%; with 100% employer match about $95,042 at 4% or $63,361 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-35$382,358$266,117$7,603iApproximate average salary by contribution assumption: employee only about $190,084 at 4% or $126,722 at 6%; with 50% employer match about $126,722 at 4% or $84,482 at 6%; with 100% employer match about $95,042 at 4% or $63,361 at 6%.
2017110$153,247$140,998$14,100iApproximate average salary by contribution assumption: employee only about $352,495 at 4% or $234,997 at 6%; with 50% employer match about $234,997 at 4% or $156,664 at 6%; with 100% employer match about $176,248 at 4% or $117,498 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-10$153,247$140,998$14,100iApproximate average salary by contribution assumption: employee only about $352,495 at 4% or $234,997 at 6%; with 50% employer match about $234,997 at 4% or $156,664 at 6%; with 100% employer match about $176,248 at 4% or $117,498 at 6%.
201616$35,221$44,599$7,433iApproximate average salary by contribution assumption: employee only about $185,829 at 4% or $123,886 at 6%; with 50% employer match about $123,886 at 4% or $82,591 at 6%; with 100% employer match about $92,915 at 4% or $61,943 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-6$35,221$44,599$7,433iApproximate average salary by contribution assumption: employee only about $185,829 at 4% or $123,886 at 6%; with 50% employer match about $123,886 at 4% or $82,591 at 6%; with 100% employer match about $92,915 at 4% or $61,943 at 6%.
201511$976$976$976iApproximate average salary by contribution assumption: employee only about $24,400 at 4% or $16,267 at 6%; with 50% employer match about $16,267 at 4% or $10,844 at 6%; with 100% employer match about $12,200 at 4% or $8,133 at 6%.
Employee Benefit Plan of Wesley Financial Group LLC-1$976$976$976iApproximate average salary by contribution assumption: employee only about $24,400 at 4% or $16,267 at 6%; with 50% employer match about $16,267 at 4% or $10,844 at 6%; with 100% employer match about $12,200 at 4% or $8,133 at 6%.