Civic Intelligence

Phillips Feldman Group, P.A.

Plan context: Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan

EIN 59-2840381 • Naples, FL • 31 filings • 5 plans

801 Laurel Oak Dr., Suite 303Naples, FL 34108
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$3,292,579

2024 Contributions

$436,272

Historical Graphs

Total Assets Over Time

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

$3,292,579$1,646,290$0199920132024YearValue
$3,292,579Latest year 2024

Participants Over Time

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

22110199920122024YearValue
22Latest 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
2024222$3,292,579$436,272$19,831iApproximate average salary by contribution assumption: employee only about $495,764 at 4% or $330,509 at 6%; with 50% employer match about $330,509 at 4% or $220,339 at 6%; with 100% employer match about $247,882 at 4% or $165,255 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-22$2,471,807$246,272$11,194iApproximate average salary by contribution assumption: employee only about $279,855 at 4% or $186,570 at 6%; with 50% employer match about $186,570 at 4% or $124,380 at 6%; with 100% employer match about $139,927 at 4% or $93,285 at 6%.
Phillips Feldman Group, P.A. Cash Balance Plan-17$820,772$190,000$11,176iApproximate average salary by contribution assumption: employee only about $279,412 at 4% or $186,275 at 6%; with 50% employer match about $186,275 at 4% or $124,183 at 6%; with 100% employer match about $139,706 at 4% or $93,137 at 6%.
2023222$2,987,167$445,098$20,232iApproximate average salary by contribution assumption: employee only about $505,793 at 4% or $337,195 at 6%; with 50% employer match about $337,195 at 4% or $224,797 at 6%; with 100% employer match about $252,897 at 4% or $168,598 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-22$2,363,925$262,202$11,918iApproximate average salary by contribution assumption: employee only about $297,957 at 4% or $198,638 at 6%; with 50% employer match about $198,638 at 4% or $132,425 at 6%; with 100% employer match about $148,978 at 4% or $99,319 at 6%.
Phillips Feldman Group, P.A. Cash Balance Plan-11$623,242$182,896$16,627iApproximate average salary by contribution assumption: employee only about $415,673 at 4% or $277,115 at 6%; with 50% employer match about $277,115 at 4% or $184,743 at 6%; with 100% employer match about $207,836 at 4% or $138,558 at 6%.
2022217$2,246,180$426,932$25,114iApproximate average salary by contribution assumption: employee only about $627,841 at 4% or $418,561 at 6%; with 50% employer match about $418,561 at 4% or $279,041 at 6%; with 100% employer match about $313,921 at 4% or $209,280 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-17$1,810,298$226,932$13,349iApproximate average salary by contribution assumption: employee only about $333,724 at 4% or $222,482 at 6%; with 50% employer match about $222,482 at 4% or $148,322 at 6%; with 100% employer match about $166,862 at 4% or $111,241 at 6%.
Phillips Feldman Group, P.A. Cash Balance Plan-11$435,882$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2021215$2,194,719$298,613$19,908iApproximate average salary by contribution assumption: employee only about $497,688 at 4% or $331,792 at 6%; with 50% employer match about $331,792 at 4% or $221,195 at 6%; with 100% employer match about $248,844 at 4% or $165,896 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-15$1,959,406$179,318$11,955iApproximate average salary by contribution assumption: employee only about $298,863 at 4% or $199,242 at 6%; with 50% employer match about $199,242 at 4% or $132,828 at 6%; with 100% employer match about $149,432 at 4% or $99,621 at 6%.
Phillips Feldman Group, P.A. Cash Balance Plan-9$235,313$119,295$13,255iApproximate average salary by contribution assumption: employee only about $331,375 at 4% or $220,917 at 6%; with 50% employer match about $220,917 at 4% or $147,278 at 6%; with 100% employer match about $165,688 at 4% or $110,458 at 6%.
2020213$1,604,375$278,136$21,395iApproximate average salary by contribution assumption: employee only about $534,877 at 4% or $356,585 at 6%; with 50% employer match about $356,585 at 4% or $237,723 at 6%; with 100% employer match about $267,438 at 4% or $178,292 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-13$1,488,360$162,121$12,471iApproximate average salary by contribution assumption: employee only about $311,771 at 4% or $207,847 at 6%; with 50% employer match about $207,847 at 4% or $138,565 at 6%; with 100% employer match about $155,886 at 4% or $103,924 at 6%.
Phillips Feldman Group, P.A. Cash Balance Plan-8$116,015$116,015$14,502iApproximate average salary by contribution assumption: employee only about $362,547 at 4% or $241,698 at 6%; with 50% employer match about $241,698 at 4% or $161,132 at 6%; with 100% employer match about $181,273 at 4% or $120,849 at 6%.
2019112$2,274,820$122,996$10,250iApproximate average salary by contribution assumption: employee only about $256,242 at 4% or $170,828 at 6%; with 50% employer match about $170,828 at 4% or $113,885 at 6%; with 100% employer match about $128,121 at 4% or $85,414 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-12$2,274,820$122,996$10,250iApproximate average salary by contribution assumption: employee only about $256,242 at 4% or $170,828 at 6%; with 50% employer match about $170,828 at 4% or $113,885 at 6%; with 100% employer match about $128,121 at 4% or $85,414 at 6%.
2018110$1,732,811$102,008$10,201iApproximate average salary by contribution assumption: employee only about $255,020 at 4% or $170,013 at 6%; with 50% employer match about $170,013 at 4% or $113,342 at 6%; with 100% employer match about $127,510 at 4% or $85,007 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-10$1,732,811$102,008$10,201iApproximate average salary by contribution assumption: employee only about $255,020 at 4% or $170,013 at 6%; with 50% employer match about $170,013 at 4% or $113,342 at 6%; with 100% employer match about $127,510 at 4% or $85,007 at 6%.
2017111$1,802,423$94,807$8,619iApproximate average salary by contribution assumption: employee only about $215,470 at 4% or $143,647 at 6%; with 50% employer match about $143,647 at 4% or $95,765 at 6%; with 100% employer match about $107,735 at 4% or $71,823 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$1,802,423$94,807$8,619iApproximate average salary by contribution assumption: employee only about $215,470 at 4% or $143,647 at 6%; with 50% employer match about $143,647 at 4% or $95,765 at 6%; with 100% employer match about $107,735 at 4% or $71,823 at 6%.
2016111$1,422,726$83,463$7,588iApproximate average salary by contribution assumption: employee only about $189,689 at 4% or $126,459 at 6%; with 50% employer match about $126,459 at 4% or $84,306 at 6%; with 100% employer match about $94,844 at 4% or $63,230 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$1,422,726$83,463$7,588iApproximate average salary by contribution assumption: employee only about $189,689 at 4% or $126,459 at 6%; with 50% employer match about $126,459 at 4% or $84,306 at 6%; with 100% employer match about $94,844 at 4% or $63,230 at 6%.
2015111$1,302,436$75,801$6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$1,302,436$75,801$6,891iApproximate average salary by contribution assumption: employee only about $172,275 at 4% or $114,850 at 6%; with 50% employer match about $114,850 at 4% or $76,567 at 6%; with 100% employer match about $86,138 at 4% or $57,425 at 6%.
2014111$1,260,151$65,426$5,948iApproximate average salary by contribution assumption: employee only about $148,695 at 4% or $99,130 at 6%; with 50% employer match about $99,130 at 4% or $66,087 at 6%; with 100% employer match about $74,348 at 4% or $49,565 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$1,260,151$65,426$5,948iApproximate average salary by contribution assumption: employee only about $148,695 at 4% or $99,130 at 6%; with 50% employer match about $99,130 at 4% or $66,087 at 6%; with 100% employer match about $74,348 at 4% or $49,565 at 6%.
2013110$1,097,237$58,405$5,841iApproximate average salary by contribution assumption: employee only about $146,013 at 4% or $97,342 at 6%; with 50% employer match about $97,342 at 4% or $64,894 at 6%; with 100% employer match about $73,006 at 4% or $48,671 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-10$1,097,237$58,405$5,841iApproximate average salary by contribution assumption: employee only about $146,013 at 4% or $97,342 at 6%; with 50% employer match about $97,342 at 4% or $64,894 at 6%; with 100% employer match about $73,006 at 4% or $48,671 at 6%.
2012111$830,027$56,450$5,132iApproximate average salary by contribution assumption: employee only about $128,295 at 4% or $85,530 at 6%; with 50% employer match about $85,530 at 4% or $57,020 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$830,027$56,450$5,132iApproximate average salary by contribution assumption: employee only about $128,295 at 4% or $85,530 at 6%; with 50% employer match about $85,530 at 4% or $57,020 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%.
2011115$801,534$56,211$3,747iApproximate average salary by contribution assumption: employee only about $93,685 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,228 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-15$801,534$56,211$3,747iApproximate average salary by contribution assumption: employee only about $93,685 at 4% or $62,457 at 6%; with 50% employer match about $62,457 at 4% or $41,638 at 6%; with 100% employer match about $46,843 at 4% or $31,228 at 6%.
2010115$721,557$59,499$3,967iApproximate average salary by contribution assumption: employee only about $99,165 at 4% or $66,110 at 6%; with 50% employer match about $66,110 at 4% or $44,073 at 6%; with 100% employer match about $49,583 at 4% or $33,055 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-15$721,557$59,499$3,967iApproximate average salary by contribution assumption: employee only about $99,165 at 4% or $66,110 at 6%; with 50% employer match about $66,110 at 4% or $44,073 at 6%; with 100% employer match about $49,583 at 4% or $33,055 at 6%.
2009111$577,507$58,835$5,349iApproximate average salary by contribution assumption: employee only about $133,716 at 4% or $89,144 at 6%; with 50% employer match about $89,144 at 4% or $59,429 at 6%; with 100% employer match about $66,858 at 4% or $44,572 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$577,507$58,835$5,349iApproximate average salary by contribution assumption: employee only about $133,716 at 4% or $89,144 at 6%; with 50% employer match about $89,144 at 4% or $59,429 at 6%; with 100% employer match about $66,858 at 4% or $44,572 at 6%.
200817$598,805$43,365$6,195iApproximate average salary by contribution assumption: employee only about $154,875 at 4% or $103,250 at 6%; with 50% employer match about $103,250 at 4% or $68,833 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-7$598,805$43,365$6,195iApproximate average salary by contribution assumption: employee only about $154,875 at 4% or $103,250 at 6%; with 50% employer match about $103,250 at 4% or $68,833 at 6%; with 100% employer match about $77,438 at 4% or $51,625 at 6%.
200716$0$0-
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-6---
200619$1,208,342$78,064$8,674iApproximate average salary by contribution assumption: employee only about $216,844 at 4% or $144,563 at 6%; with 50% employer match about $144,563 at 4% or $96,375 at 6%; with 100% employer match about $108,422 at 4% or $72,281 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-9$1,208,342$78,064$8,674iApproximate average salary by contribution assumption: employee only about $216,844 at 4% or $144,563 at 6%; with 50% employer match about $144,563 at 4% or $96,375 at 6%; with 100% employer match about $108,422 at 4% or $72,281 at 6%.
200519$1,047,242$92,680$10,298iApproximate average salary by contribution assumption: employee only about $257,444 at 4% or $171,630 at 6%; with 50% employer match about $171,630 at 4% or $114,420 at 6%; with 100% employer match about $128,722 at 4% or $85,815 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-9$1,047,242$92,680$10,298iApproximate average salary by contribution assumption: employee only about $257,444 at 4% or $171,630 at 6%; with 50% employer match about $171,630 at 4% or $114,420 at 6%; with 100% employer match about $128,722 at 4% or $85,815 at 6%.
2004110$1,275,338$102,941$10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,568 at 6%; with 50% employer match about $171,568 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-10$1,275,338$102,941$10,294iApproximate average salary by contribution assumption: employee only about $257,353 at 4% or $171,568 at 6%; with 50% employer match about $171,568 at 4% or $114,379 at 6%; with 100% employer match about $128,676 at 4% or $85,784 at 6%.
2003112$1,240,802$98,212$8,184iApproximate average salary by contribution assumption: employee only about $204,608 at 4% or $136,406 at 6%; with 50% employer match about $136,406 at 4% or $90,937 at 6%; with 100% employer match about $102,304 at 4% or $68,203 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-12$1,240,802$98,212$8,184iApproximate average salary by contribution assumption: employee only about $204,608 at 4% or $136,406 at 6%; with 50% employer match about $136,406 at 4% or $90,937 at 6%; with 100% employer match about $102,304 at 4% or $68,203 at 6%.
2002112$1,031,387$92,840$7,737iApproximate average salary by contribution assumption: employee only about $193,417 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-12$1,031,387$92,840$7,737iApproximate average salary by contribution assumption: employee only about $193,417 at 4% or $128,944 at 6%; with 50% employer match about $128,944 at 4% or $85,963 at 6%; with 100% employer match about $96,708 at 4% or $64,472 at 6%.
200119$0$0-
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-9---
200019$1,615,761$82,110$9,123iApproximate average salary by contribution assumption: employee only about $228,083 at 4% or $152,056 at 6%; with 50% employer match about $152,056 at 4% or $101,370 at 6%; with 100% employer match about $114,042 at 4% or $76,028 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-9$1,615,761$82,110$9,123iApproximate average salary by contribution assumption: employee only about $228,083 at 4% or $152,056 at 6%; with 50% employer match about $152,056 at 4% or $101,370 at 6%; with 100% employer match about $114,042 at 4% or $76,028 at 6%.
1999111$1,604,383$65,649$5,968iApproximate average salary by contribution assumption: employee only about $149,202 at 4% or $99,468 at 6%; with 50% employer match about $99,468 at 4% or $66,312 at 6%; with 100% employer match about $74,601 at 4% or $49,734 at 6%.
Wentzel, Berry, Wentzel & Phillips, P.A. 401K Profit Sharing Plan-11$1,604,383$65,649$5,968iApproximate average salary by contribution assumption: employee only about $149,202 at 4% or $99,468 at 6%; with 50% employer match about $99,468 at 4% or $66,312 at 6%; with 100% employer match about $74,601 at 4% or $49,734 at 6%.