Civic Intelligence

Winsor Associates Inc.

Plan context: Winsor Associates Inc. Retirement Plan

EIN 04-2658853 • Wakefield, MA • 12 filings • 1 plans

29 Albion StreetWakefield, MA 01880
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$188,553

2010 Contributions

$40,000

Historical Graphs

Total Assets Over Time

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

$315,531$157,766$0199920052009YearValue
$188,553Latest year 2009

Participants Over Time

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

950199920042009YearValue
5Latest year 2009

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
201010$0$0-
Winsor Associates Inc. Retirement Plan-0$0--
200915$188,553$0-
Winsor Associates Inc. Retirement Plan-5$188,553--
200819$208,859$0-
Winsor Associates Inc. Retirement Plan-9$208,859--
200719$315,531$0-
Winsor Associates Inc. Retirement Plan-9$315,531--
200618$302,764$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Winsor Associates Inc. Retirement Plan-8$302,764$40,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200517$240,833$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Winsor Associates Inc. Retirement Plan-7$240,833$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200417$188,208$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Winsor Associates Inc. Retirement Plan-7$188,208$40,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
200316$131,486$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
Winsor Associates Inc. Retirement Plan-6$131,486$40,000$6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%.
200216$73,991$0-
Winsor Associates Inc. Retirement Plan-6$73,991--
200115$0$0-
Winsor Associates Inc. Retirement Plan-5---
200016$60,281$34,662$5,777iApproximate average salary by contribution assumption: employee only about $144,425 at 4% or $96,283 at 6%; with 50% employer match about $96,283 at 4% or $64,189 at 6%; with 100% employer match about $72,213 at 4% or $48,142 at 6%.
Winsor Associates Inc. Retirement Plan-6$60,281$34,662$5,777iApproximate average salary by contribution assumption: employee only about $144,425 at 4% or $96,283 at 6%; with 50% employer match about $96,283 at 4% or $64,189 at 6%; with 100% employer match about $72,213 at 4% or $48,142 at 6%.
199918$33,137$33,137$4,142iApproximate average salary by contribution assumption: employee only about $103,553 at 4% or $69,035 at 6%; with 50% employer match about $69,035 at 4% or $46,024 at 6%; with 100% employer match about $51,777 at 4% or $34,518 at 6%.
Winsor Associates Inc. Retirement Plan-8$33,137$33,137$4,142iApproximate average salary by contribution assumption: employee only about $103,553 at 4% or $69,035 at 6%; with 50% employer match about $69,035 at 4% or $46,024 at 6%; with 100% employer match about $51,777 at 4% or $34,518 at 6%.