Civic Intelligence

Windward Capital Management LLC.

Plan context: Windward Capital Management LLC 401K Profit Sharing Plan

EIN 13-3996518 • 12 filings • 6 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$3,846,684

2007 Contributions

$246,880

Historical Graphs

Total Assets Over Time

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

$3,846,684$1,923,342$0199920022006YearValue
$3,846,684Latest year 2006

Participants Over Time

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

1680199920022006YearValue
4Latest year 2006

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
200710$0$0-
Windward Capital Management LLC 401K Profit Sharing Plan-0---
200614$3,846,684$246,880$61,720iApproximate average salary by contribution assumption: employee only about $1,543,000 at 4% or $1,028,667 at 6%; with 50% employer match about $1,028,667 at 4% or $685,778 at 6%; with 100% employer match about $771,500 at 4% or $514,333 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-4$3,846,684$246,880$61,720iApproximate average salary by contribution assumption: employee only about $1,543,000 at 4% or $1,028,667 at 6%; with 50% employer match about $1,028,667 at 4% or $685,778 at 6%; with 100% employer match about $771,500 at 4% or $514,333 at 6%.
200418$3,309,220$143,000$17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-8$3,309,220$143,000$17,875iApproximate average salary by contribution assumption: employee only about $446,875 at 4% or $297,917 at 6%; with 50% employer match about $297,917 at 4% or $198,611 at 6%; with 100% employer match about $223,438 at 4% or $148,958 at 6%.
2003111$3,016,169$1,287,584$117,053iApproximate average salary by contribution assumption: employee only about $2,926,327 at 4% or $1,950,885 at 6%; with 50% employer match about $1,950,885 at 4% or $1,300,590 at 6%; with 100% employer match about $1,463,164 at 4% or $975,442 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-11$3,016,169$1,287,584$117,053iApproximate average salary by contribution assumption: employee only about $2,926,327 at 4% or $1,950,885 at 6%; with 50% employer match about $1,950,885 at 4% or $1,300,590 at 6%; with 100% employer match about $1,463,164 at 4% or $975,442 at 6%.
200229$1,329,993$113,000$12,556iApproximate average salary by contribution assumption: employee only about $313,889 at 4% or $209,259 at 6%; with 50% employer match about $209,259 at 4% or $139,506 at 6%; with 100% employer match about $156,944 at 4% or $104,630 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-9$1,329,993$113,000$12,556iApproximate average salary by contribution assumption: employee only about $313,889 at 4% or $209,259 at 6%; with 50% employer match about $209,259 at 4% or $139,506 at 6%; with 100% employer match about $156,944 at 4% or $104,630 at 6%.
Windwood Capital Mangement LLC Pension Plan-0---
2001211$1,826,932$553,970$50,361iApproximate average salary by contribution assumption: employee only about $1,259,023 at 4% or $839,348 at 6%; with 50% employer match about $839,348 at 4% or $559,566 at 6%; with 100% employer match about $629,511 at 4% or $419,674 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-10$1,291,116$326,956$32,696iApproximate average salary by contribution assumption: employee only about $817,390 at 4% or $544,927 at 6%; with 50% employer match about $544,927 at 4% or $363,284 at 6%; with 100% employer match about $408,695 at 4% or $272,463 at 6%.
Windwood Capital Mangement LLC Pension Plan-11$535,816$227,014$20,638iApproximate average salary by contribution assumption: employee only about $515,941 at 4% or $343,961 at 6%; with 50% employer match about $343,961 at 4% or $229,307 at 6%; with 100% employer match about $257,970 at 4% or $171,980 at 6%.
2000215$1,693,547$160,743$10,716iApproximate average salary by contribution assumption: employee only about $267,905 at 4% or $178,603 at 6%; with 50% employer match about $178,603 at 4% or $119,069 at 6%; with 100% employer match about $133,953 at 4% or $89,302 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-15$1,315,070$160,743$10,716iApproximate average salary by contribution assumption: employee only about $267,905 at 4% or $178,603 at 6%; with 50% employer match about $178,603 at 4% or $119,069 at 6%; with 100% employer match about $133,953 at 4% or $89,302 at 6%.
Windwood Capital Mangement LLC Pension Plan-14$378,477--
1999216$1,717,602$380,427$23,777iApproximate average salary by contribution assumption: employee only about $594,417 at 4% or $396,278 at 6%; with 50% employer match about $396,278 at 4% or $264,185 at 6%; with 100% employer match about $297,209 at 4% or $198,139 at 6%.
Windward Capital Management LLC 401K Profit Sharing Plan-14$1,315,743$271,704$19,407iApproximate average salary by contribution assumption: employee only about $485,186 at 4% or $323,457 at 6%; with 50% employer match about $323,457 at 4% or $215,638 at 6%; with 100% employer match about $242,593 at 4% or $161,729 at 6%.
Windwood Capital Mangement LLC Pension Plan-16$401,859$108,723$6,795iApproximate average salary by contribution assumption: employee only about $169,880 at 4% or $113,253 at 6%; with 50% employer match about $113,253 at 4% or $75,502 at 6%; with 100% employer match about $84,940 at 4% or $56,627 at 6%.