Wegman Design Group Inc.
Plan context: Wegman Design Group 401(K) Profit Sharing Plan
EIN 65-1116797 • Naples, FL • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
14
2025 Assets
$8,152,298
2025 Contributions
$363,210
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 14 | $8,152,298 | $363,210 | $25,944iApproximate average salary by contribution assumption: employee only about $648,589 at 4% or $432,393 at 6%; with 50% employer match about $432,393 at 4% or $288,262 at 6%; with 100% employer match about $324,295 at 4% or $216,196 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 14 | $8,152,298 | $363,210 | $25,944iApproximate average salary by contribution assumption: employee only about $648,589 at 4% or $432,393 at 6%; with 50% employer match about $432,393 at 4% or $288,262 at 6%; with 100% employer match about $324,295 at 4% or $216,196 at 6%. |
| 2024 | 2 | 12 | $7,023,954 | $4,707,279 | $392,273iApproximate average salary by contribution assumption: employee only about $9,806,831 at 4% or $6,537,888 at 6%; with 50% employer match about $6,537,888 at 4% or $4,358,592 at 6%; with 100% employer match about $4,903,416 at 4% or $3,268,944 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 12 | $7,023,954 | $4,707,279 | $392,273iApproximate average salary by contribution assumption: employee only about $9,806,831 at 4% or $6,537,888 at 6%; with 50% employer match about $6,537,888 at 4% or $4,358,592 at 6%; with 100% employer match about $4,903,416 at 4% or $3,268,944 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 12 | $6,140,205 | $444,724 | $37,060iApproximate average salary by contribution assumption: employee only about $926,508 at 4% or $617,672 at 6%; with 50% employer match about $617,672 at 4% or $411,781 at 6%; with 100% employer match about $463,254 at 4% or $308,836 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 12 | $4,083,147 | $300,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 11 | $2,057,058 | $144,724 | $13,157iApproximate average salary by contribution assumption: employee only about $328,918 at 4% or $219,279 at 6%; with 50% employer match about $219,279 at 4% or $146,186 at 6%; with 100% employer match about $164,459 at 4% or $109,639 at 6%. |
| 2022 | 2 | 17 | $5,374,317 | $623,917 | $36,701iApproximate average salary by contribution assumption: employee only about $917,525 at 4% or $611,683 at 6%; with 50% employer match about $611,683 at 4% or $407,789 at 6%; with 100% employer match about $458,763 at 4% or $305,842 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 16 | $3,478,548 | $460,000 | $28,750iApproximate average salary by contribution assumption: employee only about $718,750 at 4% or $479,167 at 6%; with 50% employer match about $479,167 at 4% or $319,444 at 6%; with 100% employer match about $359,375 at 4% or $239,583 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 17 | $1,895,769 | $163,917 | $9,642iApproximate average salary by contribution assumption: employee only about $241,054 at 4% or $160,703 at 6%; with 50% employer match about $160,703 at 4% or $107,135 at 6%; with 100% employer match about $120,527 at 4% or $80,351 at 6%. |
| 2021 | 2 | 13 | $5,283,542 | $422,203 | $32,477iApproximate average salary by contribution assumption: employee only about $811,929 at 4% or $541,286 at 6%; with 50% employer match about $541,286 at 4% or $360,857 at 6%; with 100% employer match about $405,964 at 4% or $270,643 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 13 | $3,292,287 | $290,000 | $22,308iApproximate average salary by contribution assumption: employee only about $557,692 at 4% or $371,795 at 6%; with 50% employer match about $371,795 at 4% or $247,863 at 6%; with 100% employer match about $278,846 at 4% or $185,897 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 13 | $1,991,255 | $132,203 | $10,169iApproximate average salary by contribution assumption: employee only about $254,237 at 4% or $169,491 at 6%; with 50% employer match about $169,491 at 4% or $112,994 at 6%; with 100% employer match about $127,118 at 4% or $84,746 at 6%. |
| 2020 | 2 | 14 | $4,451,611 | $173,104 | $12,365iApproximate average salary by contribution assumption: employee only about $309,114 at 4% or $206,076 at 6%; with 50% employer match about $206,076 at 4% or $137,384 at 6%; with 100% employer match about $154,557 at 4% or $103,038 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 14 | $2,775,375 | $30,000 | $2,143iApproximate average salary by contribution assumption: employee only about $53,571 at 4% or $35,714 at 6%; with 50% employer match about $35,714 at 4% or $23,810 at 6%; with 100% employer match about $26,786 at 4% or $17,857 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 14 | $1,676,236 | $143,104 | $10,222iApproximate average salary by contribution assumption: employee only about $255,543 at 4% or $170,362 at 6%; with 50% employer match about $170,362 at 4% or $113,575 at 6%; with 100% employer match about $127,771 at 4% or $85,181 at 6%. |
| 2019 | 2 | 17 | $3,878,263 | $326,563 | $19,210iApproximate average salary by contribution assumption: employee only about $480,240 at 4% or $320,160 at 6%; with 50% employer match about $320,160 at 4% or $213,440 at 6%; with 100% employer match about $240,120 at 4% or $160,080 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 14 | $2,512,641 | $195,000 | $13,929iApproximate average salary by contribution assumption: employee only about $348,214 at 4% or $232,143 at 6%; with 50% employer match about $232,143 at 4% or $154,762 at 6%; with 100% employer match about $174,107 at 4% or $116,071 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 17 | $1,365,622 | $131,563 | $7,739iApproximate average salary by contribution assumption: employee only about $193,475 at 4% or $128,983 at 6%; with 50% employer match about $128,983 at 4% or $85,989 at 6%; with 100% employer match about $96,738 at 4% or $64,492 at 6%. |
| 2018 | 2 | 14 | $3,044,488 | $428,521 | $30,609iApproximate average salary by contribution assumption: employee only about $765,216 at 4% or $510,144 at 6%; with 50% employer match about $510,144 at 4% or $340,096 at 6%; with 100% employer match about $382,608 at 4% or $255,072 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 13 | $2,012,171 | $325,000 | $25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 14 | $1,032,317 | $103,521 | $7,394iApproximate average salary by contribution assumption: employee only about $184,859 at 4% or $123,239 at 6%; with 50% employer match about $123,239 at 4% or $82,160 at 6%; with 100% employer match about $92,429 at 4% or $61,620 at 6%. |
| 2017 | 2 | 12 | $2,757,451 | $298,219 | $24,852iApproximate average salary by contribution assumption: employee only about $621,290 at 4% or $414,193 at 6%; with 50% employer match about $414,193 at 4% or $276,129 at 6%; with 100% employer match about $310,645 at 4% or $207,097 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 10 | $1,745,223 | $200,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 12 | $1,012,228 | $98,219 | $8,185iApproximate average salary by contribution assumption: employee only about $204,623 at 4% or $136,415 at 6%; with 50% employer match about $136,415 at 4% or $90,944 at 6%; with 100% employer match about $102,311 at 4% or $68,208 at 6%. |
| 2016 | 2 | 12 | $2,191,704 | $507,605 | $42,300iApproximate average salary by contribution assumption: employee only about $1,057,510 at 4% or $705,007 at 6%; with 50% employer match about $705,007 at 4% or $470,005 at 6%; with 100% employer match about $528,755 at 4% or $352,503 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 8 | $1,361,623 | $400,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 12 | $830,081 | $107,605 | $8,967iApproximate average salary by contribution assumption: employee only about $224,177 at 4% or $149,451 at 6%; with 50% employer match about $149,451 at 4% or $99,634 at 6%; with 100% employer match about $112,089 at 4% or $74,726 at 6%. |
| 2015 | 2 | 9 | $1,608,250 | $545,195 | $60,577iApproximate average salary by contribution assumption: employee only about $1,514,431 at 4% or $1,009,620 at 6%; with 50% employer match about $1,009,620 at 4% or $673,080 at 6%; with 100% employer match about $757,215 at 4% or $504,810 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 6 | $920,388 | $460,000 | $76,667iApproximate average salary by contribution assumption: employee only about $1,916,667 at 4% or $1,277,778 at 6%; with 50% employer match about $1,277,778 at 4% or $851,852 at 6%; with 100% employer match about $958,333 at 4% or $638,889 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 9 | $687,862 | $85,195 | $9,466iApproximate average salary by contribution assumption: employee only about $236,653 at 4% or $157,769 at 6%; with 50% employer match about $157,769 at 4% or $105,179 at 6%; with 100% employer match about $118,326 at 4% or $78,884 at 6%. |
| 2014 | 2 | 9 | $1,135,755 | $406,049 | $45,117iApproximate average salary by contribution assumption: employee only about $1,127,914 at 4% or $751,943 at 6%; with 50% employer match about $751,943 at 4% or $501,295 at 6%; with 100% employer match about $563,957 at 4% or $375,971 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 9 | $652,949 | $106,049 | $11,783iApproximate average salary by contribution assumption: employee only about $294,581 at 4% or $196,387 at 6%; with 50% employer match about $196,387 at 4% or $130,925 at 6%; with 100% employer match about $147,290 at 4% or $98,194 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 8 | $482,806 | $300,000 | $37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%. |
| 2013 | 2 | 9 | $709,228 | $281,205 | $31,245iApproximate average salary by contribution assumption: employee only about $781,125 at 4% or $520,750 at 6%; with 50% employer match about $520,750 at 4% or $347,167 at 6%; with 100% employer match about $390,563 at 4% or $260,375 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 9 | $532,613 | $104,590 | $11,621iApproximate average salary by contribution assumption: employee only about $290,528 at 4% or $193,685 at 6%; with 50% employer match about $193,685 at 4% or $129,123 at 6%; with 100% employer match about $145,264 at 4% or $96,843 at 6%. |
| Wegman Design Group Cash Balance Plan | - | 9 | $176,615 | $176,615 | $19,624iApproximate average salary by contribution assumption: employee only about $490,597 at 4% or $327,065 at 6%; with 50% employer match about $327,065 at 4% or $218,043 at 6%; with 100% employer match about $245,299 at 4% or $163,532 at 6%. |
| 2012 | 1 | 8 | $369,669 | $108,430 | $13,554iApproximate average salary by contribution assumption: employee only about $338,844 at 4% or $225,896 at 6%; with 50% employer match about $225,896 at 4% or $150,597 at 6%; with 100% employer match about $169,422 at 4% or $112,948 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 8 | $369,669 | $108,430 | $13,554iApproximate average salary by contribution assumption: employee only about $338,844 at 4% or $225,896 at 6%; with 50% employer match about $225,896 at 4% or $150,597 at 6%; with 100% employer match about $169,422 at 4% or $112,948 at 6%. |
| 2011 | 1 | 7 | $239,751 | $251,942 | $35,992iApproximate average salary by contribution assumption: employee only about $899,793 at 4% or $599,862 at 6%; with 50% employer match about $599,862 at 4% or $399,908 at 6%; with 100% employer match about $449,896 at 4% or $299,931 at 6%. |
| Wegman Design Group 401(K) Profit Sharing Plan | - | 7 | $239,751 | $251,942 | $35,992iApproximate average salary by contribution assumption: employee only about $899,793 at 4% or $599,862 at 6%; with 50% employer match about $599,862 at 4% or $399,908 at 6%; with 100% employer match about $449,896 at 4% or $299,931 at 6%. |