Civic Intelligence

Winslow, Evans & Crocker, Inc.

Plan context: Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan

EIN 04-3144652 • Boston, MA • 20 filings • 5 plans

175 Federal StreetBoston, MA 02110
Current Snapshot

Latest Year

2020

2020 Participants

48

2020 Assets

$8,056,202

2020 Contributions

$606,428

Historical Graphs

Total Assets Over Time

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

$8,056,202$4,028,101$0200320112019YearValue
$8,056,202Latest year 2019

Participants Over Time

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

55280200120102019YearValue
48Latest year 2019

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
202010$0$0-
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-0$0--
2019148$8,056,202$606,428$12,634iApproximate average salary by contribution assumption: employee only about $315,848 at 4% or $210,565 at 6%; with 50% employer match about $210,565 at 4% or $140,377 at 6%; with 100% employer match about $157,924 at 4% or $105,283 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-48$8,056,202$606,428$12,634iApproximate average salary by contribution assumption: employee only about $315,848 at 4% or $210,565 at 6%; with 50% employer match about $210,565 at 4% or $140,377 at 6%; with 100% employer match about $157,924 at 4% or $105,283 at 6%.
2018144$6,425,029$590,599$13,423iApproximate average salary by contribution assumption: employee only about $335,568 at 4% or $223,712 at 6%; with 50% employer match about $223,712 at 4% or $149,141 at 6%; with 100% employer match about $167,784 at 4% or $111,856 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-44$6,425,029$590,599$13,423iApproximate average salary by contribution assumption: employee only about $335,568 at 4% or $223,712 at 6%; with 50% employer match about $223,712 at 4% or $149,141 at 6%; with 100% employer match about $167,784 at 4% or $111,856 at 6%.
2017140$6,176,388$505,732$12,643iApproximate average salary by contribution assumption: employee only about $316,083 at 4% or $210,722 at 6%; with 50% employer match about $210,722 at 4% or $140,481 at 6%; with 100% employer match about $158,041 at 4% or $105,361 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-40$6,176,388$505,732$12,643iApproximate average salary by contribution assumption: employee only about $316,083 at 4% or $210,722 at 6%; with 50% employer match about $210,722 at 4% or $140,481 at 6%; with 100% employer match about $158,041 at 4% or $105,361 at 6%.
2016147$5,805,614$520,229$11,069iApproximate average salary by contribution assumption: employee only about $276,718 at 4% or $184,478 at 6%; with 50% employer match about $184,478 at 4% or $122,986 at 6%; with 100% employer match about $138,359 at 4% or $92,239 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-47$5,805,614$520,229$11,069iApproximate average salary by contribution assumption: employee only about $276,718 at 4% or $184,478 at 6%; with 50% employer match about $184,478 at 4% or $122,986 at 6%; with 100% employer match about $138,359 at 4% or $92,239 at 6%.
2015144$5,364,986$535,761$12,176iApproximate average salary by contribution assumption: employee only about $304,410 at 4% or $202,940 at 6%; with 50% employer match about $202,940 at 4% or $135,293 at 6%; with 100% employer match about $152,205 at 4% or $101,470 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-44$5,364,986$535,761$12,176iApproximate average salary by contribution assumption: employee only about $304,410 at 4% or $202,940 at 6%; with 50% employer match about $202,940 at 4% or $135,293 at 6%; with 100% employer match about $152,205 at 4% or $101,470 at 6%.
2014146$5,319,890$590,415$12,835iApproximate average salary by contribution assumption: employee only about $320,878 at 4% or $213,918 at 6%; with 50% employer match about $213,918 at 4% or $142,612 at 6%; with 100% employer match about $160,439 at 4% or $106,959 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-46$5,319,890$590,415$12,835iApproximate average salary by contribution assumption: employee only about $320,878 at 4% or $213,918 at 6%; with 50% employer match about $213,918 at 4% or $142,612 at 6%; with 100% employer match about $160,439 at 4% or $106,959 at 6%.
2013148$4,891,349$542,043$11,293iApproximate average salary by contribution assumption: employee only about $282,314 at 4% or $188,209 at 6%; with 50% employer match about $188,209 at 4% or $125,473 at 6%; with 100% employer match about $141,157 at 4% or $94,105 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-48$4,891,349$542,043$11,293iApproximate average salary by contribution assumption: employee only about $282,314 at 4% or $188,209 at 6%; with 50% employer match about $188,209 at 4% or $125,473 at 6%; with 100% employer match about $141,157 at 4% or $94,105 at 6%.
2012149$3,884,798$629,681$12,851iApproximate average salary by contribution assumption: employee only about $321,266 at 4% or $214,177 at 6%; with 50% employer match about $214,177 at 4% or $142,785 at 6%; with 100% employer match about $160,633 at 4% or $107,089 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-49$3,884,798$629,681$12,851iApproximate average salary by contribution assumption: employee only about $321,266 at 4% or $214,177 at 6%; with 50% employer match about $214,177 at 4% or $142,785 at 6%; with 100% employer match about $160,633 at 4% or $107,089 at 6%.
2011146$2,970,800$412,412$8,965iApproximate average salary by contribution assumption: employee only about $224,137 at 4% or $149,425 at 6%; with 50% employer match about $149,425 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-46$2,970,800$412,412$8,965iApproximate average salary by contribution assumption: employee only about $224,137 at 4% or $149,425 at 6%; with 50% employer match about $149,425 at 4% or $99,616 at 6%; with 100% employer match about $112,068 at 4% or $74,712 at 6%.
2010146$2,873,205$474,531$10,316iApproximate average salary by contribution assumption: employee only about $257,897 at 4% or $171,932 at 6%; with 50% employer match about $171,932 at 4% or $114,621 at 6%; with 100% employer match about $128,949 at 4% or $85,966 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-46$2,873,205$474,531$10,316iApproximate average salary by contribution assumption: employee only about $257,897 at 4% or $171,932 at 6%; with 50% employer match about $171,932 at 4% or $114,621 at 6%; with 100% employer match about $128,949 at 4% or $85,966 at 6%.
2009155$2,060,834$344,440$6,263iApproximate average salary by contribution assumption: employee only about $156,564 at 4% or $104,376 at 6%; with 50% employer match about $104,376 at 4% or $69,584 at 6%; with 100% employer match about $78,282 at 4% or $52,188 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-55$2,060,834$344,440$6,263iApproximate average salary by contribution assumption: employee only about $156,564 at 4% or $104,376 at 6%; with 50% employer match about $104,376 at 4% or $69,584 at 6%; with 100% employer match about $78,282 at 4% or $52,188 at 6%.
2008145$1,264,974$400,880$8,908iApproximate average salary by contribution assumption: employee only about $222,711 at 4% or $148,474 at 6%; with 50% employer match about $148,474 at 4% or $98,983 at 6%; with 100% employer match about $111,356 at 4% or $74,237 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-45$1,264,974$400,880$8,908iApproximate average salary by contribution assumption: employee only about $222,711 at 4% or $148,474 at 6%; with 50% employer match about $148,474 at 4% or $98,983 at 6%; with 100% employer match about $111,356 at 4% or $74,237 at 6%.
2007139$1,507,130$239,700$6,146iApproximate average salary by contribution assumption: employee only about $153,654 at 4% or $102,436 at 6%; with 50% employer match about $102,436 at 4% or $68,291 at 6%; with 100% employer match about $76,827 at 4% or $51,218 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-39$1,507,130$239,700$6,146iApproximate average salary by contribution assumption: employee only about $153,654 at 4% or $102,436 at 6%; with 50% employer match about $102,436 at 4% or $68,291 at 6%; with 100% employer match about $76,827 at 4% or $51,218 at 6%.
2006132$1,964,391$155,181$4,849iApproximate average salary by contribution assumption: employee only about $121,235 at 4% or $80,823 at 6%; with 50% employer match about $80,823 at 4% or $53,882 at 6%; with 100% employer match about $60,618 at 4% or $40,412 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-32$1,964,391$155,181$4,849iApproximate average salary by contribution assumption: employee only about $121,235 at 4% or $80,823 at 6%; with 50% employer match about $80,823 at 4% or $53,882 at 6%; with 100% employer match about $60,618 at 4% or $40,412 at 6%.
2005130$1,782,492$163,519$5,451iApproximate average salary by contribution assumption: employee only about $136,266 at 4% or $90,844 at 6%; with 50% employer match about $90,844 at 4% or $60,563 at 6%; with 100% employer match about $68,133 at 4% or $45,422 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-30$1,782,492$163,519$5,451iApproximate average salary by contribution assumption: employee only about $136,266 at 4% or $90,844 at 6%; with 50% employer match about $90,844 at 4% or $60,563 at 6%; with 100% employer match about $68,133 at 4% or $45,422 at 6%.
2004126$1,571,458$281,190$10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-26$1,571,458$281,190$10,815iApproximate average salary by contribution assumption: employee only about $270,375 at 4% or $180,250 at 6%; with 50% employer match about $180,250 at 4% or $120,167 at 6%; with 100% employer match about $135,188 at 4% or $90,125 at 6%.
2003125$1,229,127$325,841$13,034iApproximate average salary by contribution assumption: employee only about $325,841 at 4% or $217,227 at 6%; with 50% employer match about $217,227 at 4% or $144,818 at 6%; with 100% employer match about $162,921 at 4% or $108,614 at 6%.
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-25$1,229,127$325,841$13,034iApproximate average salary by contribution assumption: employee only about $325,841 at 4% or $217,227 at 6%; with 50% employer match about $217,227 at 4% or $144,818 at 6%; with 100% employer match about $162,921 at 4% or $108,614 at 6%.
2002120$0$0-
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-20---
2001121$0$0-
Winslow, Evans & Crocker Inc. 401(K) Profit Sharing Plan-21---