Windels, Marx, Davies & Ives
Plan context: Windels, Marx, Davies & Ives Profit Sharing Plan
EIN 13-2773235 • 76 filings • 10 plans
Current Snapshot
Latest Year
2024
2024 Participants
241
2024 Assets
$112,036,982
2024 Contributions
$4,637,859
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 241 | $112,036,982 | $4,637,859 | $19,244iApproximate average salary by contribution assumption: employee only about $481,106 at 4% or $320,737 at 6%; with 50% employer match about $320,737 at 4% or $213,825 at 6%; with 100% employer match about $240,553 at 4% or $160,369 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 219 | $69,242,120 | $3,334,170 | $15,225iApproximate average salary by contribution assumption: employee only about $380,613 at 4% or $253,742 at 6%; with 50% employer match about $253,742 at 4% or $169,161 at 6%; with 100% employer match about $190,307 at 4% or $126,871 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 124 | $42,794,862 | $1,303,689 | $10,514iApproximate average salary by contribution assumption: employee only about $262,841 at 4% or $175,227 at 6%; with 50% employer match about $175,227 at 4% or $116,818 at 6%; with 100% employer match about $131,420 at 4% or $87,614 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 241 | - | - | - |
| 2023 | 3 | 221 | $95,280,653 | $4,609,269 | $20,856iApproximate average salary by contribution assumption: employee only about $521,411 at 4% or $347,607 at 6%; with 50% employer match about $347,607 at 4% or $231,738 at 6%; with 100% employer match about $260,705 at 4% or $173,804 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 211 | $58,421,834 | $3,285,579 | $15,571iApproximate average salary by contribution assumption: employee only about $389,287 at 4% or $259,524 at 6%; with 50% employer match about $259,524 at 4% or $173,016 at 6%; with 100% employer match about $194,643 at 4% or $129,762 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 122 | $36,858,819 | $1,323,690 | $10,850iApproximate average salary by contribution assumption: employee only about $271,248 at 4% or $180,832 at 6%; with 50% employer match about $180,832 at 4% or $120,555 at 6%; with 100% employer match about $135,624 at 4% or $90,416 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 221 | - | - | - |
| 2022 | 3 | 218 | $78,824,722 | $5,459,303 | $25,043iApproximate average salary by contribution assumption: employee only about $626,067 at 4% or $417,378 at 6%; with 50% employer match about $417,378 at 4% or $278,252 at 6%; with 100% employer match about $313,033 at 4% or $208,689 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 194 | $48,191,064 | $2,722,572 | $14,034iApproximate average salary by contribution assumption: employee only about $350,847 at 4% or $233,898 at 6%; with 50% employer match about $233,898 at 4% or $155,932 at 6%; with 100% employer match about $175,423 at 4% or $116,949 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 109 | $30,633,658 | $2,736,731 | $25,108iApproximate average salary by contribution assumption: employee only about $627,691 at 4% or $418,460 at 6%; with 50% employer match about $418,460 at 4% or $278,974 at 6%; with 100% employer match about $313,845 at 4% or $209,230 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 218 | - | - | - |
| 2021 | 3 | 216 | $98,534,219 | $3,821,206 | $17,691iApproximate average salary by contribution assumption: employee only about $442,269 at 4% or $294,846 at 6%; with 50% employer match about $294,846 at 4% or $196,564 at 6%; with 100% employer match about $221,135 at 4% or $147,423 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 195 | $61,656,599 | $2,526,494 | $12,956iApproximate average salary by contribution assumption: employee only about $323,909 at 4% or $215,940 at 6%; with 50% employer match about $215,940 at 4% or $143,960 at 6%; with 100% employer match about $161,955 at 4% or $107,970 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 196 | $36,877,620 | $1,294,712 | $6,606iApproximate average salary by contribution assumption: employee only about $165,142 at 4% or $110,095 at 6%; with 50% employer match about $110,095 at 4% or $73,396 at 6%; with 100% employer match about $82,571 at 4% or $55,047 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 216 | - | - | - |
| 2020 | 3 | 235 | $85,564,347 | $3,742,165 | $15,924iApproximate average salary by contribution assumption: employee only about $398,103 at 4% or $265,402 at 6%; with 50% employer match about $265,402 at 4% or $176,935 at 6%; with 100% employer match about $199,051 at 4% or $132,701 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 199 | $52,475,645 | $2,428,850 | $12,205iApproximate average salary by contribution assumption: employee only about $305,132 at 4% or $203,421 at 6%; with 50% employer match about $203,421 at 4% or $135,614 at 6%; with 100% employer match about $152,566 at 4% or $101,711 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 199 | $33,088,702 | $1,313,315 | $6,600iApproximate average salary by contribution assumption: employee only about $164,989 at 4% or $109,993 at 6%; with 50% employer match about $109,993 at 4% or $73,329 at 6%; with 100% employer match about $82,495 at 4% or $54,996 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 235 | - | - | - |
| 2019 | 3 | 249 | $76,936,899 | $5,067,967 | $20,353iApproximate average salary by contribution assumption: employee only about $508,832 at 4% or $339,221 at 6%; with 50% employer match about $339,221 at 4% or $226,148 at 6%; with 100% employer match about $254,416 at 4% or $169,611 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 216 | $46,808,218 | $3,768,367 | $17,446iApproximate average salary by contribution assumption: employee only about $436,154 at 4% or $290,769 at 6%; with 50% employer match about $290,769 at 4% or $193,846 at 6%; with 100% employer match about $218,077 at 4% or $145,385 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 196 | $30,128,681 | $1,299,600 | $6,631iApproximate average salary by contribution assumption: employee only about $165,765 at 4% or $110,510 at 6%; with 50% employer match about $110,510 at 4% or $73,673 at 6%; with 100% employer match about $82,883 at 4% or $55,255 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 249 | - | - | - |
| 2018 | 3 | 235 | $62,884,422 | $3,549,365 | $15,104iApproximate average salary by contribution assumption: employee only about $377,592 at 4% or $251,728 at 6%; with 50% employer match about $251,728 at 4% or $167,819 at 6%; with 100% employer match about $188,796 at 4% or $125,864 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 209 | $36,797,742 | $2,312,187 | $11,063iApproximate average salary by contribution assumption: employee only about $276,577 at 4% or $184,385 at 6%; with 50% employer match about $184,385 at 4% or $122,923 at 6%; with 100% employer match about $138,289 at 4% or $92,192 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 206 | $26,086,680 | $1,237,178 | $6,006iApproximate average salary by contribution assumption: employee only about $150,143 at 4% or $100,095 at 6%; with 50% employer match about $100,095 at 4% or $66,730 at 6%; with 100% employer match about $75,071 at 4% or $50,048 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 235 | - | - | - |
| 2017 | 3 | 225 | $65,586,526 | $3,377,095 | $15,009iApproximate average salary by contribution assumption: employee only about $375,233 at 4% or $250,155 at 6%; with 50% employer match about $250,155 at 4% or $166,770 at 6%; with 100% employer match about $187,616 at 4% or $125,078 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 223 | $38,440,630 | $2,083,741 | $9,344iApproximate average salary by contribution assumption: employee only about $233,603 at 4% or $155,736 at 6%; with 50% employer match about $155,736 at 4% or $103,824 at 6%; with 100% employer match about $116,802 at 4% or $77,868 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 225 | $27,145,896 | $1,293,354 | $5,748iApproximate average salary by contribution assumption: employee only about $143,706 at 4% or $95,804 at 6%; with 50% employer match about $95,804 at 4% or $63,869 at 6%; with 100% employer match about $71,853 at 4% or $47,902 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 206 | - | - | - |
| 2016 | 3 | 226 | $57,016,581 | $3,347,872 | $14,814iApproximate average salary by contribution assumption: employee only about $370,340 at 4% or $246,893 at 6%; with 50% employer match about $246,893 at 4% or $164,595 at 6%; with 100% employer match about $185,170 at 4% or $123,447 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 209 | $32,776,678 | $2,069,519 | $9,902iApproximate average salary by contribution assumption: employee only about $247,550 at 4% or $165,033 at 6%; with 50% employer match about $165,033 at 4% or $110,022 at 6%; with 100% employer match about $123,775 at 4% or $82,517 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 226 | $24,239,903 | $1,278,353 | $5,656iApproximate average salary by contribution assumption: employee only about $141,411 at 4% or $94,274 at 6%; with 50% employer match about $94,274 at 4% or $62,849 at 6%; with 100% employer match about $70,705 at 4% or $47,137 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 204 | - | - | - |
| 2015 | 3 | 221 | $48,923,442 | $3,119,046 | $14,113iApproximate average salary by contribution assumption: employee only about $352,833 at 4% or $235,222 at 6%; with 50% employer match about $235,222 at 4% or $156,815 at 6%; with 100% employer match about $176,417 at 4% or $117,611 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 221 | $27,945,427 | $1,842,241 | $8,336iApproximate average salary by contribution assumption: employee only about $208,398 at 4% or $138,932 at 6%; with 50% employer match about $138,932 at 4% or $92,621 at 6%; with 100% employer match about $104,199 at 4% or $69,466 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 209 | $20,978,015 | $1,276,805 | $6,109iApproximate average salary by contribution assumption: employee only about $152,728 at 4% or $101,819 at 6%; with 50% employer match about $101,819 at 4% or $67,879 at 6%; with 100% employer match about $76,364 at 4% or $50,909 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 211 | - | - | - |
| 2014 | 3 | 216 | $47,117,021 | $2,933,749 | $13,582iApproximate average salary by contribution assumption: employee only about $339,554 at 4% or $226,370 at 6%; with 50% employer match about $226,370 at 4% or $150,913 at 6%; with 100% employer match about $169,777 at 4% or $113,185 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 205 | $27,092,248 | $1,744,333 | $8,509iApproximate average salary by contribution assumption: employee only about $212,724 at 4% or $141,816 at 6%; with 50% employer match about $141,816 at 4% or $94,544 at 6%; with 100% employer match about $106,362 at 4% or $70,908 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 210 | $20,024,773 | $1,189,416 | $5,664iApproximate average salary by contribution assumption: employee only about $141,597 at 4% or $94,398 at 6%; with 50% employer match about $94,398 at 4% or $62,932 at 6%; with 100% employer match about $70,799 at 4% or $47,199 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 216 | - | - | - |
| 2013 | 3 | 219 | $42,061,742 | $2,912,198 | $13,298iApproximate average salary by contribution assumption: employee only about $332,443 at 4% or $221,628 at 6%; with 50% employer match about $221,628 at 4% or $147,752 at 6%; with 100% employer match about $166,221 at 4% or $110,814 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 219 | $23,965,830 | $1,692,771 | $7,730iApproximate average salary by contribution assumption: employee only about $193,239 at 4% or $128,826 at 6%; with 50% employer match about $128,826 at 4% or $85,884 at 6%; with 100% employer match about $96,619 at 4% or $64,413 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 209 | $18,095,912 | $1,219,427 | $5,835iApproximate average salary by contribution assumption: employee only about $145,864 at 4% or $97,243 at 6%; with 50% employer match about $97,243 at 4% or $64,829 at 6%; with 100% employer match about $72,932 at 4% or $48,621 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 211 | - | - | - |
| 2012 | 3 | 211 | $33,145,885 | $2,540,646 | $12,041iApproximate average salary by contribution assumption: employee only about $301,024 at 4% or $200,683 at 6%; with 50% employer match about $200,683 at 4% or $133,789 at 6%; with 100% employer match about $150,512 at 4% or $100,341 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 166 | $18,785,851 | $1,530,426 | $9,219iApproximate average salary by contribution assumption: employee only about $230,486 at 4% or $153,657 at 6%; with 50% employer match about $153,657 at 4% or $102,438 at 6%; with 100% employer match about $115,243 at 4% or $76,829 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 211 | $14,360,034 | $1,010,220 | $4,788iApproximate average salary by contribution assumption: employee only about $119,694 at 4% or $79,796 at 6%; with 50% employer match about $79,796 at 4% or $53,197 at 6%; with 100% employer match about $59,847 at 4% or $39,898 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 191 | - | - | - |
| 2011 | 3 | 232 | $29,192,074 | $2,635,607 | $11,360iApproximate average salary by contribution assumption: employee only about $284,009 at 4% or $189,340 at 6%; with 50% employer match about $189,340 at 4% or $126,226 at 6%; with 100% employer match about $142,005 at 4% or $94,670 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 232 | $16,460,279 | $1,536,571 | $6,623iApproximate average salary by contribution assumption: employee only about $165,579 at 4% or $110,386 at 6%; with 50% employer match about $110,386 at 4% or $73,591 at 6%; with 100% employer match about $82,789 at 4% or $55,193 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 224 | $12,731,795 | $1,099,036 | $4,906iApproximate average salary by contribution assumption: employee only about $122,660 at 4% or $81,774 at 6%; with 50% employer match about $81,774 at 4% or $54,516 at 6%; with 100% employer match about $61,330 at 4% or $40,887 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 203 | - | - | - |
| 2010 | 3 | 193 | $27,845,016 | $2,403,639 | $12,454iApproximate average salary by contribution assumption: employee only about $311,352 at 4% or $207,568 at 6%; with 50% employer match about $207,568 at 4% or $138,379 at 6%; with 100% employer match about $155,676 at 4% or $103,784 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 191 | $15,660,859 | $1,349,108 | $7,063iApproximate average salary by contribution assumption: employee only about $176,585 at 4% or $117,723 at 6%; with 50% employer match about $117,723 at 4% or $78,482 at 6%; with 100% employer match about $88,292 at 4% or $58,862 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 170 | $12,184,157 | $1,054,531 | $6,203iApproximate average salary by contribution assumption: employee only about $155,078 at 4% or $103,385 at 6%; with 50% employer match about $103,385 at 4% or $68,924 at 6%; with 100% employer match about $77,539 at 4% or $51,693 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 193 | - | - | - |
| 2009 | 3 | 180 | $24,345,360 | $2,662,429 | $14,791iApproximate average salary by contribution assumption: employee only about $369,782 at 4% or $246,521 at 6%; with 50% employer match about $246,521 at 4% or $164,347 at 6%; with 100% employer match about $184,891 at 4% or $123,261 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 180 | $13,176,983 | $1,617,581 | $8,987iApproximate average salary by contribution assumption: employee only about $224,664 at 4% or $149,776 at 6%; with 50% employer match about $149,776 at 4% or $99,851 at 6%; with 100% employer match about $112,332 at 4% or $74,888 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 169 | $11,168,377 | $1,044,848 | $6,183iApproximate average salary by contribution assumption: employee only about $154,563 at 4% or $103,042 at 6%; with 50% employer match about $103,042 at 4% or $68,695 at 6%; with 100% employer match about $77,282 at 4% or $51,521 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 173 | - | - | - |
| 2008 | 3 | 179 | $19,953,242 | $2,714,648 | $15,166iApproximate average salary by contribution assumption: employee only about $379,141 at 4% or $252,761 at 6%; with 50% employer match about $252,761 at 4% or $168,507 at 6%; with 100% employer match about $189,570 at 4% or $126,380 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 179 | $10,351,044 | $1,754,186 | $9,800iApproximate average salary by contribution assumption: employee only about $244,998 at 4% or $163,332 at 6%; with 50% employer match about $163,332 at 4% or $108,888 at 6%; with 100% employer match about $122,499 at 4% or $81,666 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 170 | $9,602,198 | $960,462 | $5,650iApproximate average salary by contribution assumption: employee only about $141,244 at 4% or $94,163 at 6%; with 50% employer match about $94,163 at 4% or $62,775 at 6%; with 100% employer match about $70,622 at 4% or $47,081 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 176 | - | - | - |
| 2007 | 3 | 194 | $24,762,679 | $2,578,448 | $13,291iApproximate average salary by contribution assumption: employee only about $332,274 at 4% or $221,516 at 6%; with 50% employer match about $221,516 at 4% or $147,677 at 6%; with 100% employer match about $166,137 at 4% or $110,758 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 184 | $13,133,573 | $1,678,675 | $9,123iApproximate average salary by contribution assumption: employee only about $228,081 at 4% or $152,054 at 6%; with 50% employer match about $152,054 at 4% or $101,369 at 6%; with 100% employer match about $114,040 at 4% or $76,027 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 163 | $11,629,106 | $899,773 | $5,520iApproximate average salary by contribution assumption: employee only about $138,002 at 4% or $92,001 at 6%; with 50% employer match about $92,001 at 4% or $61,334 at 6%; with 100% employer match about $69,001 at 4% or $46,001 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 194 | - | - | - |
| 2006 | 3 | 174 | $21,706,456 | $2,055,739 | $11,815iApproximate average salary by contribution assumption: employee only about $295,365 at 4% or $196,910 at 6%; with 50% employer match about $196,910 at 4% or $131,273 at 6%; with 100% employer match about $147,682 at 4% or $98,455 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 168 | $11,362,898 | $1,281,648 | $7,629iApproximate average salary by contribution assumption: employee only about $190,721 at 4% or $127,148 at 6%; with 50% employer match about $127,148 at 4% or $84,765 at 6%; with 100% employer match about $95,361 at 4% or $63,574 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 151 | $10,343,558 | $774,091 | $5,126iApproximate average salary by contribution assumption: employee only about $128,161 at 4% or $85,441 at 6%; with 50% employer match about $85,441 at 4% or $56,960 at 6%; with 100% employer match about $64,080 at 4% or $42,720 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 174 | - | - | - |
| 2005 | 3 | 191 | $19,961,047 | $1,860,834 | $9,743iApproximate average salary by contribution assumption: employee only about $243,565 at 4% or $162,376 at 6%; with 50% employer match about $162,376 at 4% or $108,251 at 6%; with 100% employer match about $121,782 at 4% or $81,188 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 157 | $10,317,335 | $1,136,141 | $7,237iApproximate average salary by contribution assumption: employee only about $180,914 at 4% or $120,609 at 6%; with 50% employer match about $120,609 at 4% or $80,406 at 6%; with 100% employer match about $90,457 at 4% or $60,305 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 141 | $9,643,712 | $724,693 | $5,140iApproximate average salary by contribution assumption: employee only about $128,492 at 4% or $85,661 at 6%; with 50% employer match about $85,661 at 4% or $57,107 at 6%; with 100% employer match about $64,246 at 4% or $42,831 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 191 | - | - | - |
| 2004 | 3 | 177 | $17,678,160 | $594,649 | $3,360iApproximate average salary by contribution assumption: employee only about $83,990 at 4% or $55,993 at 6%; with 50% employer match about $55,993 at 4% or $37,329 at 6%; with 100% employer match about $41,995 at 4% or $27,997 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 143 | $8,982,201 | $594,649 | $4,158iApproximate average salary by contribution assumption: employee only about $103,960 at 4% or $69,306 at 6%; with 50% employer match about $69,306 at 4% or $46,204 at 6%; with 100% employer match about $51,980 at 4% or $34,653 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 137 | $8,695,959 | - | - |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 177 | - | - | - |
| 2003 | 3 | 156 | $18,726,763 | $2,618,503 | $16,785iApproximate average salary by contribution assumption: employee only about $419,632 at 4% or $279,755 at 6%; with 50% employer match about $279,755 at 4% or $186,503 at 6%; with 100% employer match about $209,816 at 4% or $139,877 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 136 | $10,047,504 | $1,062,870 | $7,815iApproximate average salary by contribution assumption: employee only about $195,381 at 4% or $130,254 at 6%; with 50% employer match about $130,254 at 4% or $86,836 at 6%; with 100% employer match about $97,690 at 4% or $65,127 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 140 | $8,679,259 | $1,555,633 | $11,112iApproximate average salary by contribution assumption: employee only about $277,792 at 4% or $185,194 at 6%; with 50% employer match about $185,194 at 4% or $123,463 at 6%; with 100% employer match about $138,896 at 4% or $92,597 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 156 | - | - | - |
| 2002 | 3 | 161 | $8,055,932 | $775,435 | $4,816iApproximate average salary by contribution assumption: employee only about $120,409 at 4% or $80,273 at 6%; with 50% employer match about $80,273 at 4% or $53,515 at 6%; with 100% employer match about $60,205 at 4% or $40,136 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 153 | $8,055,932 | $775,435 | $5,068iApproximate average salary by contribution assumption: employee only about $126,705 at 4% or $84,470 at 6%; with 50% employer match about $84,470 at 4% or $56,313 at 6%; with 100% employer match about $63,353 at 4% or $42,235 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 161 | - | - | - |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 122 | - | - | - |
| 2001 | 3 | 166 | $14,249,947 | $1,618,031 | $9,747iApproximate average salary by contribution assumption: employee only about $243,679 at 4% or $162,453 at 6%; with 50% employer match about $162,453 at 4% or $108,302 at 6%; with 100% employer match about $121,840 at 4% or $81,226 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 132 | $7,984,566 | $671,572 | $5,088iApproximate average salary by contribution assumption: employee only about $127,192 at 4% or $84,794 at 6%; with 50% employer match about $84,794 at 4% or $56,530 at 6%; with 100% employer match about $63,596 at 4% or $42,397 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 150 | $6,265,381 | $946,459 | $6,310iApproximate average salary by contribution assumption: employee only about $157,743 at 4% or $105,162 at 6%; with 50% employer match about $105,162 at 4% or $70,108 at 6%; with 100% employer match about $78,872 at 4% or $52,581 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 166 | - | - | - |
| 2000 | 3 | 158 | $8,321,768 | $579,600 | $3,668iApproximate average salary by contribution assumption: employee only about $91,709 at 4% or $61,139 at 6%; with 50% employer match about $61,139 at 4% or $40,759 at 6%; with 100% employer match about $45,854 at 4% or $30,570 at 6%. |
| Windels Marx Lane & Mittendorf LLP Retirement Plan & Trust | - | 88 | $8,321,768 | $579,600 | $6,586iApproximate average salary by contribution assumption: employee only about $164,659 at 4% or $109,773 at 6%; with 50% employer match about $109,773 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,886 at 6%. |
| Windels Marx Lane & Mittendorf LLP Welfare Plan | - | 158 | - | - | - |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 115 | - | - | - |
| 1999 | 1 | 102 | $6,742,106 | $535,039 | $5,245iApproximate average salary by contribution assumption: employee only about $131,137 at 4% or $87,425 at 6%; with 50% employer match about $87,425 at 4% or $58,283 at 6%; with 100% employer match about $65,569 at 4% or $43,712 at 6%. |
| Windels, Marx, Davies & Ives Profit Sharing Plan | - | 102 | $6,742,106 | $535,039 | $5,245iApproximate average salary by contribution assumption: employee only about $131,137 at 4% or $87,425 at 6%; with 50% employer match about $87,425 at 4% or $58,283 at 6%; with 100% employer match about $65,569 at 4% or $43,712 at 6%. |