The Wealth Transfer Group Inc
Plan context: Wealth Transfer Group Profit Sharing Plan
EIN 59-2392678 • Cocoa Beach, FL • 19 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$569,994
2024 Contributions
$69,396
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $569,994 | $69,396 | $34,698iApproximate average salary by contribution assumption: employee only about $867,450 at 4% or $578,300 at 6%; with 50% employer match about $578,300 at 4% or $385,533 at 6%; with 100% employer match about $433,725 at 4% or $289,150 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $569,994 | $69,396 | $34,698iApproximate average salary by contribution assumption: employee only about $867,450 at 4% or $578,300 at 6%; with 50% employer match about $578,300 at 4% or $385,533 at 6%; with 100% employer match about $433,725 at 4% or $289,150 at 6%. |
| 2023 | 1 | 2 | $510,699 | $63,500 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $510,699 | $63,500 | $31,750iApproximate average salary by contribution assumption: employee only about $793,750 at 4% or $529,167 at 6%; with 50% employer match about $529,167 at 4% or $352,778 at 6%; with 100% employer match about $396,875 at 4% or $264,583 at 6%. |
| 2022 | 1 | 2 | $343,864 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $343,864 | $32,000 | $16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%. |
| 2021 | 1 | 2 | $290,247 | $26,850 | $13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $290,247 | $26,850 | $13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%. |
| 2020 | 1 | 2 | $230,276 | $25,250 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $230,276 | $25,250 | $12,625iApproximate average salary by contribution assumption: employee only about $315,625 at 4% or $210,417 at 6%; with 50% employer match about $210,417 at 4% or $140,278 at 6%; with 100% employer match about $157,813 at 4% or $105,208 at 6%. |
| 2019 | 1 | 1 | $194,224 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 1 | $194,224 | - | - |
| 2018 | 1 | 1 | $202,033 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 1 | $202,033 | - | - |
| 2017 | 1 | 0 | $299,608 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 0 | $299,608 | - | - |
| 2016 | 1 | 2 | $293,719 | $51,411 | $25,706iApproximate average salary by contribution assumption: employee only about $642,638 at 4% or $428,425 at 6%; with 50% employer match about $428,425 at 4% or $285,617 at 6%; with 100% employer match about $321,319 at 4% or $214,213 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $293,719 | $51,411 | $25,706iApproximate average salary by contribution assumption: employee only about $642,638 at 4% or $428,425 at 6%; with 50% employer match about $428,425 at 4% or $285,617 at 6%; with 100% employer match about $321,319 at 4% or $214,213 at 6%. |
| 2015 | 1 | 2 | $238,775 | $95,800 | $47,900iApproximate average salary by contribution assumption: employee only about $1,197,500 at 4% or $798,333 at 6%; with 50% employer match about $798,333 at 4% or $532,222 at 6%; with 100% employer match about $598,750 at 4% or $399,167 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $238,775 | $95,800 | $47,900iApproximate average salary by contribution assumption: employee only about $1,197,500 at 4% or $798,333 at 6%; with 50% employer match about $798,333 at 4% or $532,222 at 6%; with 100% employer match about $598,750 at 4% or $399,167 at 6%. |
| 2014 | 1 | 0 | $149,332 | $41,961 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 0 | $149,332 | $41,961 | - |
| 2013 | 1 | 2 | $98,173 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $98,173 | - | - |
| 2012 | 1 | 2 | $85,792 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $85,792 | - | - |
| 2011 | 1 | 2 | $85,923 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $85,923 | - | - |
| 2010 | 1 | 2 | $86,078 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $86,078 | - | - |
| 2009 | 1 | 2 | $86,217 | $62,281 | $31,141iApproximate average salary by contribution assumption: employee only about $778,513 at 4% or $519,008 at 6%; with 50% employer match about $519,008 at 4% or $346,006 at 6%; with 100% employer match about $389,256 at 4% or $259,504 at 6%. |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $86,217 | $62,281 | $31,141iApproximate average salary by contribution assumption: employee only about $778,513 at 4% or $519,008 at 6%; with 50% employer match about $519,008 at 4% or $346,006 at 6%; with 100% employer match about $389,256 at 4% or $259,504 at 6%. |
| 2008 | 1 | 2 | $0 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 1 | - | - | - |
| 2000 | 1 | 2 | $337,297 | $0 | - |
| Wealth Transfer Group Profit Sharing Plan | - | 2 | $337,297 | - | - |