Civic Intelligence

Winter Park Wealth Group LLC

Plan context: Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust

EIN 46-3931192 • Winter Park, FL • 10 filings • 2 plans

1560 Orange Ave Ste 650Winter Park, FL 32789-5559
Current Snapshot

Latest Year

2024

2024 Participants

10

2024 Assets

$677,522

2024 Contributions

$152,727

Historical Graphs

Total Assets Over Time

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

$677,522$338,761$0201520202024YearValue
$677,522Latest year 2024

Participants Over Time

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

1050201520202024YearValue
10Latest 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
2024110$677,522$152,727$15,273iApproximate average salary by contribution assumption: employee only about $381,818 at 4% or $254,545 at 6%; with 50% employer match about $254,545 at 4% or $169,697 at 6%; with 100% employer match about $190,909 at 4% or $127,273 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-10$677,522$152,727$15,273iApproximate average salary by contribution assumption: employee only about $381,818 at 4% or $254,545 at 6%; with 50% employer match about $254,545 at 4% or $169,697 at 6%; with 100% employer match about $190,909 at 4% or $127,273 at 6%.
202318$439,011$116,857$14,607iApproximate average salary by contribution assumption: employee only about $365,178 at 4% or $243,452 at 6%; with 50% employer match about $243,452 at 4% or $162,301 at 6%; with 100% employer match about $182,589 at 4% or $121,726 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-8$439,011$116,857$14,607iApproximate average salary by contribution assumption: employee only about $365,178 at 4% or $243,452 at 6%; with 50% employer match about $243,452 at 4% or $162,301 at 6%; with 100% employer match about $182,589 at 4% or $121,726 at 6%.
202217$258,231$71,589$10,227iApproximate average salary by contribution assumption: employee only about $255,675 at 4% or $170,450 at 6%; with 50% employer match about $170,450 at 4% or $113,633 at 6%; with 100% employer match about $127,838 at 4% or $85,225 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-7$258,231$71,589$10,227iApproximate average salary by contribution assumption: employee only about $255,675 at 4% or $170,450 at 6%; with 50% employer match about $170,450 at 4% or $113,633 at 6%; with 100% employer match about $127,838 at 4% or $85,225 at 6%.
202116$219,471$42,088$7,015iApproximate average salary by contribution assumption: employee only about $175,367 at 4% or $116,911 at 6%; with 50% employer match about $116,911 at 4% or $77,941 at 6%; with 100% employer match about $87,683 at 4% or $58,456 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-6$219,471$42,088$7,015iApproximate average salary by contribution assumption: employee only about $175,367 at 4% or $116,911 at 6%; with 50% employer match about $116,911 at 4% or $77,941 at 6%; with 100% employer match about $87,683 at 4% or $58,456 at 6%.
202015$151,846$27,704$5,541iApproximate average salary by contribution assumption: employee only about $138,520 at 4% or $92,347 at 6%; with 50% employer match about $92,347 at 4% or $61,564 at 6%; with 100% employer match about $69,260 at 4% or $46,173 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-5$151,846$27,704$5,541iApproximate average salary by contribution assumption: employee only about $138,520 at 4% or $92,347 at 6%; with 50% employer match about $92,347 at 4% or $61,564 at 6%; with 100% employer match about $69,260 at 4% or $46,173 at 6%.
201915$105,664$24,946$4,989iApproximate average salary by contribution assumption: employee only about $124,730 at 4% or $83,153 at 6%; with 50% employer match about $83,153 at 4% or $55,436 at 6%; with 100% employer match about $62,365 at 4% or $41,577 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-5$105,664$24,946$4,989iApproximate average salary by contribution assumption: employee only about $124,730 at 4% or $83,153 at 6%; with 50% employer match about $83,153 at 4% or $55,436 at 6%; with 100% employer match about $62,365 at 4% or $41,577 at 6%.
201815$66,407$21,321$4,264iApproximate average salary by contribution assumption: employee only about $106,605 at 4% or $71,070 at 6%; with 50% employer match about $71,070 at 4% or $47,380 at 6%; with 100% employer match about $53,303 at 4% or $35,535 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-5$66,407$21,321$4,264iApproximate average salary by contribution assumption: employee only about $106,605 at 4% or $71,070 at 6%; with 50% employer match about $71,070 at 4% or $47,380 at 6%; with 100% employer match about $53,303 at 4% or $35,535 at 6%.
201714$48,893$13,728$3,432iApproximate average salary by contribution assumption: employee only about $85,800 at 4% or $57,200 at 6%; with 50% employer match about $57,200 at 4% or $38,133 at 6%; with 100% employer match about $42,900 at 4% or $28,600 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-4$48,893$13,728$3,432iApproximate average salary by contribution assumption: employee only about $85,800 at 4% or $57,200 at 6%; with 50% employer match about $57,200 at 4% or $38,133 at 6%; with 100% employer match about $42,900 at 4% or $28,600 at 6%.
201614$30,147$12,194$3,049iApproximate average salary by contribution assumption: employee only about $76,213 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-4$30,147$12,194$3,049iApproximate average salary by contribution assumption: employee only about $76,213 at 4% or $50,808 at 6%; with 50% employer match about $50,808 at 4% or $33,872 at 6%; with 100% employer match about $38,106 at 4% or $25,404 at 6%.
201514$15,836$16,225$4,056iApproximate average salary by contribution assumption: employee only about $101,406 at 4% or $67,604 at 6%; with 50% employer match about $67,604 at 4% or $45,069 at 6%; with 100% employer match about $50,703 at 4% or $33,802 at 6%.
Winter Park Wealth Group LLC 401 K Profit Sharing Plan Trust-4$15,836$16,225$4,056iApproximate average salary by contribution assumption: employee only about $101,406 at 4% or $67,604 at 6%; with 50% employer match about $67,604 at 4% or $45,069 at 6%; with 100% employer match about $50,703 at 4% or $33,802 at 6%.