Civic Intelligence

Winters & Company, Ltd.

Plan context: Winters & Company Ltd. 401(K) Plan

EIN 11-3671256 • North Barrington, IL • 39 filings • 6 plans

108 South Wynstone Park DriveSuite 100North Barrington, IL 60010
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$10,044,749

2024 Contributions

$309,245

Historical Graphs

Total Assets Over Time

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

$10,044,749$5,022,375$0200420142024YearValue
$10,044,749Latest year 2024

Participants Over Time

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

1260200420142024YearValue
12Latest year 2024

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
2024212$10,044,749$309,245$25,770iApproximate average salary by contribution assumption: employee only about $644,260 at 4% or $429,507 at 6%; with 50% employer match about $429,507 at 4% or $286,338 at 6%; with 100% employer match about $322,130 at 4% or $214,753 at 6%.
Winters & Company Ltd. 401(K) Plan-12$7,947,252$309,245$25,770iApproximate average salary by contribution assumption: employee only about $644,260 at 4% or $429,507 at 6%; with 50% employer match about $429,507 at 4% or $286,338 at 6%; with 100% employer match about $322,130 at 4% or $214,753 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-12$2,097,497$0-
2023211$8,448,476$434,138$39,467iApproximate average salary by contribution assumption: employee only about $986,677 at 4% or $657,785 at 6%; with 50% employer match about $657,785 at 4% or $438,523 at 6%; with 100% employer match about $493,339 at 4% or $328,892 at 6%.
Winters & Company Ltd. 401(K) Plan-11$6,507,748$318,338$28,940iApproximate average salary by contribution assumption: employee only about $723,495 at 4% or $482,330 at 6%; with 50% employer match about $482,330 at 4% or $321,554 at 6%; with 100% employer match about $361,748 at 4% or $241,165 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-11$1,940,728$115,800$10,527iApproximate average salary by contribution assumption: employee only about $263,182 at 4% or $175,455 at 6%; with 50% employer match about $175,455 at 4% or $116,970 at 6%; with 100% employer match about $131,591 at 4% or $87,727 at 6%.
2022211$6,599,633$504,602$45,873iApproximate average salary by contribution assumption: employee only about $1,146,823 at 4% or $764,548 at 6%; with 50% employer match about $764,548 at 4% or $509,699 at 6%; with 100% employer match about $573,411 at 4% or $382,274 at 6%.
Winters & Company Ltd. 401(K) Plan-11$5,006,380$292,725$26,611iApproximate average salary by contribution assumption: employee only about $665,284 at 4% or $443,523 at 6%; with 50% employer match about $443,523 at 4% or $295,682 at 6%; with 100% employer match about $332,642 at 4% or $221,761 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-11$1,593,253$211,877$19,262iApproximate average salary by contribution assumption: employee only about $481,539 at 4% or $321,026 at 6%; with 50% employer match about $321,026 at 4% or $214,017 at 6%; with 100% employer match about $240,769 at 4% or $160,513 at 6%.
2021212$7,345,967$336,877$28,073iApproximate average salary by contribution assumption: employee only about $701,827 at 4% or $467,885 at 6%; with 50% employer match about $467,885 at 4% or $311,923 at 6%; with 100% employer match about $350,914 at 4% or $233,942 at 6%.
Winters & Company Ltd. 401(K) Plan-12$5,814,129$270,177$22,515iApproximate average salary by contribution assumption: employee only about $562,869 at 4% or $375,246 at 6%; with 50% employer match about $375,246 at 4% or $250,164 at 6%; with 100% employer match about $281,434 at 4% or $187,623 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-11$1,531,838$66,700$6,064iApproximate average salary by contribution assumption: employee only about $151,591 at 4% or $101,061 at 6%; with 50% employer match about $101,061 at 4% or $67,374 at 6%; with 100% employer match about $75,795 at 4% or $50,530 at 6%.
202029$5,959,045$261,049$29,005iApproximate average salary by contribution assumption: employee only about $725,136 at 4% or $483,424 at 6%; with 50% employer match about $483,424 at 4% or $322,283 at 6%; with 100% employer match about $362,568 at 4% or $241,712 at 6%.
Winters & Company Ltd. 401(K) Plan-9$4,687,178$229,837$25,537iApproximate average salary by contribution assumption: employee only about $638,436 at 4% or $425,624 at 6%; with 50% employer match about $425,624 at 4% or $283,749 at 6%; with 100% employer match about $319,218 at 4% or $212,812 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-8$1,271,867$31,212$3,902iApproximate average salary by contribution assumption: employee only about $97,538 at 4% or $65,025 at 6%; with 50% employer match about $65,025 at 4% or $43,350 at 6%; with 100% employer match about $48,769 at 4% or $32,513 at 6%.
201929$4,973,457$350,400$38,933iApproximate average salary by contribution assumption: employee only about $973,333 at 4% or $648,889 at 6%; with 50% employer match about $648,889 at 4% or $432,593 at 6%; with 100% employer match about $486,667 at 4% or $324,444 at 6%.
Winters & Company Ltd. 401(K) Plan-9$3,831,768$242,390$26,932iApproximate average salary by contribution assumption: employee only about $673,306 at 4% or $448,870 at 6%; with 50% employer match about $448,870 at 4% or $299,247 at 6%; with 100% employer match about $336,653 at 4% or $224,435 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-9$1,141,689$108,010$12,001iApproximate average salary by contribution assumption: employee only about $300,028 at 4% or $200,019 at 6%; with 50% employer match about $200,019 at 4% or $133,346 at 6%; with 100% employer match about $150,014 at 4% or $100,009 at 6%.
201826$3,715,285$263,805$43,968iApproximate average salary by contribution assumption: employee only about $1,099,188 at 4% or $732,792 at 6%; with 50% employer match about $732,792 at 4% or $488,528 at 6%; with 100% employer match about $549,594 at 4% or $366,396 at 6%.
Winters & Company Ltd. 401(K) Plan-6$2,839,649$170,248$28,375iApproximate average salary by contribution assumption: employee only about $709,367 at 4% or $472,911 at 6%; with 50% employer match about $472,911 at 4% or $315,274 at 6%; with 100% employer match about $354,683 at 4% or $236,456 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-6$875,636$93,557$15,593iApproximate average salary by contribution assumption: employee only about $389,821 at 4% or $259,881 at 6%; with 50% employer match about $259,881 at 4% or $173,254 at 6%; with 100% employer match about $194,910 at 4% or $129,940 at 6%.
201727$3,760,205$334,182$47,740iApproximate average salary by contribution assumption: employee only about $1,193,507 at 4% or $795,671 at 6%; with 50% employer match about $795,671 at 4% or $530,448 at 6%; with 100% employer match about $596,754 at 4% or $397,836 at 6%.
Winters & Company Ltd. 401(K) Plan-7$2,878,997$271,838$38,834iApproximate average salary by contribution assumption: employee only about $970,850 at 4% or $647,233 at 6%; with 50% employer match about $647,233 at 4% or $431,489 at 6%; with 100% employer match about $485,425 at 4% or $323,617 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-6$881,208$62,344$10,391iApproximate average salary by contribution assumption: employee only about $259,767 at 4% or $173,178 at 6%; with 50% employer match about $173,178 at 4% or $115,452 at 6%; with 100% employer match about $129,883 at 4% or $86,589 at 6%.
201625$2,779,738$172,389$34,478iApproximate average salary by contribution assumption: employee only about $861,945 at 4% or $574,630 at 6%; with 50% employer match about $574,630 at 4% or $383,087 at 6%; with 100% employer match about $430,973 at 4% or $287,315 at 6%.
Winters & Company Ltd. 401(K) Plan-5$2,081,967$113,139$22,628iApproximate average salary by contribution assumption: employee only about $565,695 at 4% or $377,130 at 6%; with 50% employer match about $377,130 at 4% or $251,420 at 6%; with 100% employer match about $282,848 at 4% or $188,565 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-5$697,771$59,250$11,850iApproximate average salary by contribution assumption: employee only about $296,250 at 4% or $197,500 at 6%; with 50% employer match about $197,500 at 4% or $131,667 at 6%; with 100% employer match about $148,125 at 4% or $98,750 at 6%.
201523$2,396,094$159,314$53,105iApproximate average salary by contribution assumption: employee only about $1,327,617 at 4% or $885,078 at 6%; with 50% employer match about $885,078 at 4% or $590,052 at 6%; with 100% employer match about $663,808 at 4% or $442,539 at 6%.
Winters & Company Ltd. 401(K) Plan-3$1,812,526$75,314$25,105iApproximate average salary by contribution assumption: employee only about $627,617 at 4% or $418,411 at 6%; with 50% employer match about $418,411 at 4% or $278,941 at 6%; with 100% employer match about $313,808 at 4% or $209,206 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$583,568$84,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
201423$2,424,415$147,805$49,268iApproximate average salary by contribution assumption: employee only about $1,231,708 at 4% or $821,139 at 6%; with 50% employer match about $821,139 at 4% or $547,426 at 6%; with 100% employer match about $615,854 at 4% or $410,569 at 6%.
Winters & Company Ltd. 401(K) Plan-3$1,892,586$74,732$24,911iApproximate average salary by contribution assumption: employee only about $622,767 at 4% or $415,178 at 6%; with 50% employer match about $415,178 at 4% or $276,785 at 6%; with 100% employer match about $311,383 at 4% or $207,589 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$531,829$73,073$24,358iApproximate average salary by contribution assumption: employee only about $608,942 at 4% or $405,961 at 6%; with 50% employer match about $405,961 at 4% or $270,641 at 6%; with 100% employer match about $304,471 at 4% or $202,981 at 6%.
201323$2,123,085$86,635$28,878iApproximate average salary by contribution assumption: employee only about $721,958 at 4% or $481,306 at 6%; with 50% employer match about $481,306 at 4% or $320,870 at 6%; with 100% employer match about $360,979 at 4% or $240,653 at 6%.
Winters & Company Ltd. 401(K) Plan-3$1,672,112$77,553$25,851iApproximate average salary by contribution assumption: employee only about $646,275 at 4% or $430,850 at 6%; with 50% employer match about $430,850 at 4% or $287,233 at 6%; with 100% employer match about $323,138 at 4% or $215,425 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$450,973$9,082$3,027iApproximate average salary by contribution assumption: employee only about $75,683 at 4% or $50,456 at 6%; with 50% employer match about $50,456 at 4% or $33,637 at 6%; with 100% employer match about $37,842 at 4% or $25,228 at 6%.
201223$1,611,090$118,972$39,657iApproximate average salary by contribution assumption: employee only about $991,433 at 4% or $660,956 at 6%; with 50% employer match about $660,956 at 4% or $440,637 at 6%; with 100% employer match about $495,717 at 4% or $330,478 at 6%.
Winters & Company Ltd. 401(K) Plan-3$1,232,943$68,403$22,801iApproximate average salary by contribution assumption: employee only about $570,025 at 4% or $380,017 at 6%; with 50% employer match about $380,017 at 4% or $253,344 at 6%; with 100% employer match about $285,013 at 4% or $190,008 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$378,147$50,569$16,856iApproximate average salary by contribution assumption: employee only about $421,408 at 4% or $280,939 at 6%; with 50% employer match about $280,939 at 4% or $187,293 at 6%; with 100% employer match about $210,704 at 4% or $140,469 at 6%.
201123$1,285,607$128,755$42,918iApproximate average salary by contribution assumption: employee only about $1,072,958 at 4% or $715,306 at 6%; with 50% employer match about $715,306 at 4% or $476,870 at 6%; with 100% employer match about $536,479 at 4% or $357,653 at 6%.
Winters & Company Ltd. 401(K) Plan-3$992,710$68,755$22,918iApproximate average salary by contribution assumption: employee only about $572,958 at 4% or $381,972 at 6%; with 50% employer match about $381,972 at 4% or $254,648 at 6%; with 100% employer match about $286,479 at 4% or $190,986 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$292,897$60,000$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%.
201023$1,205,380$533,492$177,831iApproximate average salary by contribution assumption: employee only about $4,445,767 at 4% or $2,963,844 at 6%; with 50% employer match about $2,963,844 at 4% or $1,975,896 at 6%; with 100% employer match about $2,222,883 at 4% or $1,481,922 at 6%.
Winters & Company Ltd. 401(K) Plan-3$963,404$487,266$162,422iApproximate average salary by contribution assumption: employee only about $4,060,550 at 4% or $2,707,033 at 6%; with 50% employer match about $2,707,033 at 4% or $1,804,689 at 6%; with 100% employer match about $2,030,275 at 4% or $1,353,517 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$241,976$46,226$15,409iApproximate average salary by contribution assumption: employee only about $385,217 at 4% or $256,811 at 6%; with 50% employer match about $256,811 at 4% or $171,207 at 6%; with 100% employer match about $192,608 at 4% or $128,406 at 6%.
200923$591,291$84,662$28,221iApproximate average salary by contribution assumption: employee only about $705,517 at 4% or $470,344 at 6%; with 50% employer match about $470,344 at 4% or $313,563 at 6%; with 100% employer match about $352,758 at 4% or $235,172 at 6%.
Winters & Company Ltd. 401(K) Plan-3$416,446$69,270$23,090iApproximate average salary by contribution assumption: employee only about $577,250 at 4% or $384,833 at 6%; with 50% employer match about $384,833 at 4% or $256,556 at 6%; with 100% employer match about $288,625 at 4% or $192,417 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-3$174,845$15,392$5,131iApproximate average salary by contribution assumption: employee only about $128,267 at 4% or $85,511 at 6%; with 50% employer match about $85,511 at 4% or $57,007 at 6%; with 100% employer match about $64,133 at 4% or $42,756 at 6%.
200824$378,333$147,728$36,932iApproximate average salary by contribution assumption: employee only about $923,300 at 4% or $615,533 at 6%; with 50% employer match about $615,533 at 4% or $410,356 at 6%; with 100% employer match about $461,650 at 4% or $307,767 at 6%.
Winters & Company Ltd. 401(K) Plan-4$264,242$67,934$16,984iApproximate average salary by contribution assumption: employee only about $424,588 at 4% or $283,058 at 6%; with 50% employer match about $283,058 at 4% or $188,706 at 6%; with 100% employer match about $212,294 at 4% or $141,529 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-4$114,091$79,794$19,949iApproximate average salary by contribution assumption: employee only about $498,713 at 4% or $332,475 at 6%; with 50% employer match about $332,475 at 4% or $221,650 at 6%; with 100% employer match about $249,356 at 4% or $166,238 at 6%.
200724$388,495$117,183$29,296iApproximate average salary by contribution assumption: employee only about $732,394 at 4% or $488,263 at 6%; with 50% employer match about $488,263 at 4% or $325,508 at 6%; with 100% employer match about $366,197 at 4% or $244,131 at 6%.
Winters & Company Ltd. 401(K) Plan-4$333,902$62,110$15,528iApproximate average salary by contribution assumption: employee only about $388,188 at 4% or $258,792 at 6%; with 50% employer match about $258,792 at 4% or $172,528 at 6%; with 100% employer match about $194,094 at 4% or $129,396 at 6%.
Winters & Company Ltd. Cash Balance Plan Plan-4$54,593$55,073$13,768iApproximate average salary by contribution assumption: employee only about $344,206 at 4% or $229,471 at 6%; with 50% employer match about $229,471 at 4% or $152,981 at 6%; with 100% employer match about $172,103 at 4% or $114,735 at 6%.
200612$242,688$49,567$24,784iApproximate average salary by contribution assumption: employee only about $619,588 at 4% or $413,058 at 6%; with 50% employer match about $413,058 at 4% or $275,372 at 6%; with 100% employer match about $309,794 at 4% or $206,529 at 6%.
Winters & Company Ltd. 401(K) Plan-2$242,688$49,567$24,784iApproximate average salary by contribution assumption: employee only about $619,588 at 4% or $413,058 at 6%; with 50% employer match about $413,058 at 4% or $275,372 at 6%; with 100% employer match about $309,794 at 4% or $206,529 at 6%.
200512$160,670$47,590$23,795iApproximate average salary by contribution assumption: employee only about $594,875 at 4% or $396,583 at 6%; with 50% employer match about $396,583 at 4% or $264,389 at 6%; with 100% employer match about $297,438 at 4% or $198,292 at 6%.
Winters & Company Ltd. 401(K) Plan-2$160,670$47,590$23,795iApproximate average salary by contribution assumption: employee only about $594,875 at 4% or $396,583 at 6%; with 50% employer match about $396,583 at 4% or $264,389 at 6%; with 100% employer match about $297,438 at 4% or $198,292 at 6%.
200412$102,965$44,433$22,217iApproximate average salary by contribution assumption: employee only about $555,413 at 4% or $370,275 at 6%; with 50% employer match about $370,275 at 4% or $246,850 at 6%; with 100% employer match about $277,706 at 4% or $185,138 at 6%.
Winters & Company Ltd. 401(K) Plan-2$102,965$44,433$22,217iApproximate average salary by contribution assumption: employee only about $555,413 at 4% or $370,275 at 6%; with 50% employer match about $370,275 at 4% or $246,850 at 6%; with 100% employer match about $277,706 at 4% or $185,138 at 6%.
Winters & Company, Ltd. | EIN 11-3671256 | 2024 Form 5500 Company Profile