Civic Intelligence

Weniger Financial Incorporated

Plan context: Weniger Financial Incorporated Profit Sharing Plan

EIN 59-3265482 • The Villages, FL • 23 filings • 2 plans

3354 Ridgewood PathThe Villages, FL 32163
Current Snapshot

Latest Year

2018

2018 Participants

3

2018 Assets

$3,033,862

2018 Contributions

$88,526

Historical Graphs

Total Assets Over Time

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

$3,033,862$1,516,931$0199920092017YearValue
$3,033,862Latest year 2017

Participants Over Time

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

630199920082017YearValue
3Latest year 2017

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
201810$0$0-
Weniger Financial Incorporated Profit Sharing Plan-0$0--
201713$3,033,862$88,526$29,509iApproximate average salary by contribution assumption: employee only about $737,717 at 4% or $491,811 at 6%; with 50% employer match about $491,811 at 4% or $327,874 at 6%; with 100% employer match about $368,858 at 4% or $245,906 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-3$3,033,862$88,526$29,509iApproximate average salary by contribution assumption: employee only about $737,717 at 4% or $491,811 at 6%; with 50% employer match about $491,811 at 4% or $327,874 at 6%; with 100% employer match about $368,858 at 4% or $245,906 at 6%.
201613$2,401,618$71,875$23,958iApproximate average salary by contribution assumption: employee only about $598,958 at 4% or $399,306 at 6%; with 50% employer match about $399,306 at 4% or $266,204 at 6%; with 100% employer match about $299,479 at 4% or $199,653 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-3$2,401,618$71,875$23,958iApproximate average salary by contribution assumption: employee only about $598,958 at 4% or $399,306 at 6%; with 50% employer match about $399,306 at 4% or $266,204 at 6%; with 100% employer match about $299,479 at 4% or $199,653 at 6%.
201513$2,157,881$77,226$25,742iApproximate average salary by contribution assumption: employee only about $643,550 at 4% or $429,033 at 6%; with 50% employer match about $429,033 at 4% or $286,022 at 6%; with 100% employer match about $321,775 at 4% or $214,517 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-3$2,157,881$77,226$25,742iApproximate average salary by contribution assumption: employee only about $643,550 at 4% or $429,033 at 6%; with 50% employer match about $429,033 at 4% or $286,022 at 6%; with 100% employer match about $321,775 at 4% or $214,517 at 6%.
201414$2,145,821$75,681$18,920iApproximate average salary by contribution assumption: employee only about $473,006 at 4% or $315,338 at 6%; with 50% employer match about $315,338 at 4% or $210,225 at 6%; with 100% employer match about $236,503 at 4% or $157,669 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$2,145,821$75,681$18,920iApproximate average salary by contribution assumption: employee only about $473,006 at 4% or $315,338 at 6%; with 50% employer match about $315,338 at 4% or $210,225 at 6%; with 100% employer match about $236,503 at 4% or $157,669 at 6%.
201314$1,956,275$58,625$14,656iApproximate average salary by contribution assumption: employee only about $366,406 at 4% or $244,271 at 6%; with 50% employer match about $244,271 at 4% or $162,847 at 6%; with 100% employer match about $183,203 at 4% or $122,135 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$1,956,275$58,625$14,656iApproximate average salary by contribution assumption: employee only about $366,406 at 4% or $244,271 at 6%; with 50% employer match about $244,271 at 4% or $162,847 at 6%; with 100% employer match about $183,203 at 4% or $122,135 at 6%.
201216$1,500,892$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-6$1,500,892$45,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
201116$1,281,650$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-6$1,281,650$35,000$5,833iApproximate average salary by contribution assumption: employee only about $145,833 at 4% or $97,222 at 6%; with 50% employer match about $97,222 at 4% or $64,815 at 6%; with 100% employer match about $72,917 at 4% or $48,611 at 6%.
201016$1,328,924$19,293$3,216iApproximate average salary by contribution assumption: employee only about $80,388 at 4% or $53,592 at 6%; with 50% employer match about $53,592 at 4% or $35,728 at 6%; with 100% employer match about $40,194 at 4% or $26,796 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-6$1,328,924$19,293$3,216iApproximate average salary by contribution assumption: employee only about $80,388 at 4% or $53,592 at 6%; with 50% employer match about $53,592 at 4% or $35,728 at 6%; with 100% employer match about $40,194 at 4% or $26,796 at 6%.
200916$1,152,939$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-6$1,152,939$25,000$4,167iApproximate average salary by contribution assumption: employee only about $104,167 at 4% or $69,444 at 6%; with 50% employer match about $69,444 at 4% or $46,296 at 6%; with 100% employer match about $52,083 at 4% or $34,722 at 6%.
200813$871,025$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-3$871,025$30,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200714$1,433,325$61,625$15,406iApproximate average salary by contribution assumption: employee only about $385,156 at 4% or $256,771 at 6%; with 50% employer match about $256,771 at 4% or $171,181 at 6%; with 100% employer match about $192,578 at 4% or $128,385 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$1,433,325$61,625$15,406iApproximate average salary by contribution assumption: employee only about $385,156 at 4% or $256,771 at 6%; with 50% employer match about $256,771 at 4% or $171,181 at 6%; with 100% employer match about $192,578 at 4% or $128,385 at 6%.
200614$1,304,850$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$1,304,850$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200514$1,080,022$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$1,080,022$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200414$967,560$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$967,560$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200314$796,584$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$796,584$40,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
200224$572,410$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-4$572,410$17,000$4,250iApproximate average salary by contribution assumption: employee only about $106,250 at 4% or $70,833 at 6%; with 50% employer match about $70,833 at 4% or $47,222 at 6%; with 100% employer match about $53,125 at 4% or $35,417 at 6%.
Weniger Financial Incorporated Money Purchase Pension Plan-0---
200125$0$0-
Weniger Financial Incorporated Money Purchase Pension Plan-5---
Weniger Financial Incorporated Profit Sharing Plan-5---
200025$741,205$55,430$11,086iApproximate average salary by contribution assumption: employee only about $277,150 at 4% or $184,767 at 6%; with 50% employer match about $184,767 at 4% or $123,178 at 6%; with 100% employer match about $138,575 at 4% or $92,383 at 6%.
Weniger Financial Incorporated Profit Sharing Plan-5$627,118$38,110$7,622iApproximate average salary by contribution assumption: employee only about $190,550 at 4% or $127,033 at 6%; with 50% employer match about $127,033 at 4% or $84,689 at 6%; with 100% employer match about $95,275 at 4% or $63,517 at 6%.
Weniger Financial Incorporated Money Purchase Pension Plan-5$114,087$17,320$3,464iApproximate average salary by contribution assumption: employee only about $86,600 at 4% or $57,733 at 6%; with 50% employer match about $57,733 at 4% or $38,489 at 6%; with 100% employer match about $43,300 at 4% or $28,867 at 6%.
199915$105,269$15,428$3,086iApproximate average salary by contribution assumption: employee only about $77,140 at 4% or $51,427 at 6%; with 50% employer match about $51,427 at 4% or $34,284 at 6%; with 100% employer match about $38,570 at 4% or $25,713 at 6%.
Weniger Financial Incorporated Money Purchase Pension Plan-5$105,269$15,428$3,086iApproximate average salary by contribution assumption: employee only about $77,140 at 4% or $51,427 at 6%; with 50% employer match about $51,427 at 4% or $34,284 at 6%; with 100% employer match about $38,570 at 4% or $25,713 at 6%.