Civic Intelligence

Winebrenner Financial Services Inc.

Plan context: Winebrenner Financial 401(K) Safe Harbor Plan

EIN 61-1383865 • Lebanon, KY • 6 filings • 1 plans

101 West Main StreetLebanon, KY 40033
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$1,073,218

2025 Contributions

$59,630

Historical Graphs

Total Assets Over Time

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

$1,073,218$536,609$0202020232025YearValue
$1,073,218Latest year 2025

Participants Over Time

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

630202020232025YearValue
6Latest year 2025

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
202516$1,073,218$59,630$9,938iApproximate average salary by contribution assumption: employee only about $248,458 at 4% or $165,639 at 6%; with 50% employer match about $165,639 at 4% or $110,426 at 6%; with 100% employer match about $124,229 at 4% or $82,819 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-6$1,073,218$59,630$9,938iApproximate average salary by contribution assumption: employee only about $248,458 at 4% or $165,639 at 6%; with 50% employer match about $165,639 at 4% or $110,426 at 6%; with 100% employer match about $124,229 at 4% or $82,819 at 6%.
202416$880,604$56,114$9,352iApproximate average salary by contribution assumption: employee only about $233,808 at 4% or $155,872 at 6%; with 50% employer match about $155,872 at 4% or $103,915 at 6%; with 100% employer match about $116,904 at 4% or $77,936 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-6$880,604$56,114$9,352iApproximate average salary by contribution assumption: employee only about $233,808 at 4% or $155,872 at 6%; with 50% employer match about $155,872 at 4% or $103,915 at 6%; with 100% employer match about $116,904 at 4% or $77,936 at 6%.
202315$712,772$44,779$8,956iApproximate average salary by contribution assumption: employee only about $223,895 at 4% or $149,263 at 6%; with 50% employer match about $149,263 at 4% or $99,509 at 6%; with 100% employer match about $111,947 at 4% or $74,632 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-5$712,772$44,779$8,956iApproximate average salary by contribution assumption: employee only about $223,895 at 4% or $149,263 at 6%; with 50% employer match about $149,263 at 4% or $99,509 at 6%; with 100% employer match about $111,947 at 4% or $74,632 at 6%.
202214$549,389$43,074$10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,475 at 6%; with 50% employer match about $179,475 at 4% or $119,650 at 6%; with 100% employer match about $134,606 at 4% or $89,738 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-4$549,389$43,074$10,769iApproximate average salary by contribution assumption: employee only about $269,213 at 4% or $179,475 at 6%; with 50% employer match about $179,475 at 4% or $119,650 at 6%; with 100% employer match about $134,606 at 4% or $89,738 at 6%.
202114$632,324$38,312$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-4$632,324$38,312$9,578iApproximate average salary by contribution assumption: employee only about $239,450 at 4% or $159,633 at 6%; with 50% employer match about $159,633 at 4% or $106,422 at 6%; with 100% employer match about $119,725 at 4% or $79,817 at 6%.
202014$491,640$428,681$107,170iApproximate average salary by contribution assumption: employee only about $2,679,256 at 4% or $1,786,171 at 6%; with 50% employer match about $1,786,171 at 4% or $1,190,781 at 6%; with 100% employer match about $1,339,628 at 4% or $893,085 at 6%.
Winebrenner Financial 401(K) Safe Harbor Plan-4$491,640$428,681$107,170iApproximate average salary by contribution assumption: employee only about $2,679,256 at 4% or $1,786,171 at 6%; with 50% employer match about $1,786,171 at 4% or $1,190,781 at 6%; with 100% employer match about $1,339,628 at 4% or $893,085 at 6%.