Civic Intelligence

J.B. Winters, D.O. LLC

Plan context: J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan

EIN 20-2741066 • Hamilton, OH • 28 filings • 5 plans

855 Eaton Ave.Hamilton, OH 45013
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$3,185,657

2024 Contributions

$261,722

Historical Graphs

Total Assets Over Time

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

$3,185,657$1,592,829$0200620162024YearValue
$3,185,657Latest year 2024

Participants Over Time

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

740200620152024YearValue
6Latest 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
202426$3,185,657$261,722$43,620iApproximate average salary by contribution assumption: employee only about $1,090,508 at 4% or $727,006 at 6%; with 50% employer match about $727,006 at 4% or $484,670 at 6%; with 100% employer match about $545,254 at 4% or $363,503 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$1,841,660$59,973$9,996iApproximate average salary by contribution assumption: employee only about $249,888 at 4% or $166,592 at 6%; with 50% employer match about $166,592 at 4% or $111,061 at 6%; with 100% employer match about $124,944 at 4% or $83,296 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-5$1,343,997$201,749$40,350iApproximate average salary by contribution assumption: employee only about $1,008,745 at 4% or $672,497 at 6%; with 50% employer match about $672,497 at 4% or $448,331 at 6%; with 100% employer match about $504,373 at 4% or $336,248 at 6%.
202325$2,575,950$157,407$31,481iApproximate average salary by contribution assumption: employee only about $787,035 at 4% or $524,690 at 6%; with 50% employer match about $524,690 at 4% or $349,793 at 6%; with 100% employer match about $393,518 at 4% or $262,345 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-5$1,532,448$37,377$7,475iApproximate average salary by contribution assumption: employee only about $186,885 at 4% or $124,590 at 6%; with 50% employer match about $124,590 at 4% or $83,060 at 6%; with 100% employer match about $93,443 at 4% or $62,295 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-4$1,043,502$120,030$30,008iApproximate average salary by contribution assumption: employee only about $750,188 at 4% or $500,125 at 6%; with 50% employer match about $500,125 at 4% or $333,417 at 6%; with 100% employer match about $375,094 at 4% or $250,063 at 6%.
202226$2,122,166$161,666$26,944iApproximate average salary by contribution assumption: employee only about $673,608 at 4% or $449,072 at 6%; with 50% employer match about $449,072 at 4% or $299,381 at 6%; with 100% employer match about $336,804 at 4% or $224,536 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$1,303,144$41,896$6,983iApproximate average salary by contribution assumption: employee only about $174,567 at 4% or $116,378 at 6%; with 50% employer match about $116,378 at 4% or $77,585 at 6%; with 100% employer match about $87,283 at 4% or $58,189 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-5$819,022$119,770$23,954iApproximate average salary by contribution assumption: employee only about $598,850 at 4% or $399,233 at 6%; with 50% employer match about $399,233 at 4% or $266,156 at 6%; with 100% employer match about $299,425 at 4% or $199,617 at 6%.
202127$2,439,386$146,776$20,968iApproximate average salary by contribution assumption: employee only about $524,200 at 4% or $349,467 at 6%; with 50% employer match about $349,467 at 4% or $232,978 at 6%; with 100% employer match about $262,100 at 4% or $174,733 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$1,608,993$56,297$9,383iApproximate average salary by contribution assumption: employee only about $234,571 at 4% or $156,381 at 6%; with 50% employer match about $156,381 at 4% or $104,254 at 6%; with 100% employer match about $117,285 at 4% or $78,190 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-7$830,393$90,479$12,926iApproximate average salary by contribution assumption: employee only about $323,139 at 4% or $215,426 at 6%; with 50% employer match about $215,426 at 4% or $143,617 at 6%; with 100% employer match about $161,570 at 4% or $107,713 at 6%.
202026$2,053,667$152,038$25,340iApproximate average salary by contribution assumption: employee only about $633,492 at 4% or $422,328 at 6%; with 50% employer match about $422,328 at 4% or $281,552 at 6%; with 100% employer match about $316,746 at 4% or $211,164 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$1,385,670$62,038$10,340iApproximate average salary by contribution assumption: employee only about $258,492 at 4% or $172,328 at 6%; with 50% employer match about $172,328 at 4% or $114,885 at 6%; with 100% employer match about $129,246 at 4% or $86,164 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-6$667,997$90,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201927$1,724,995$177,572$25,367iApproximate average salary by contribution assumption: employee only about $634,186 at 4% or $422,790 at 6%; with 50% employer match about $422,790 at 4% or $281,860 at 6%; with 100% employer match about $317,093 at 4% or $211,395 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-7$1,236,019$37,572$5,367iApproximate average salary by contribution assumption: employee only about $134,186 at 4% or $89,457 at 6%; with 50% employer match about $89,457 at 4% or $59,638 at 6%; with 100% employer match about $67,093 at 4% or $44,729 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-5$488,976$140,000$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%.
201826$1,325,163$150,465$25,078iApproximate average salary by contribution assumption: employee only about $626,938 at 4% or $417,958 at 6%; with 50% employer match about $417,958 at 4% or $278,639 at 6%; with 100% employer match about $313,469 at 4% or $208,979 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$1,017,915$53,465$8,911iApproximate average salary by contribution assumption: employee only about $222,771 at 4% or $148,514 at 6%; with 50% employer match about $148,514 at 4% or $99,009 at 6%; with 100% employer match about $111,385 at 4% or $74,257 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-5$307,248$97,000$19,400iApproximate average salary by contribution assumption: employee only about $485,000 at 4% or $323,333 at 6%; with 50% employer match about $323,333 at 4% or $215,556 at 6%; with 100% employer match about $242,500 at 4% or $161,667 at 6%.
201727$1,272,414$178,853$25,550iApproximate average salary by contribution assumption: employee only about $638,761 at 4% or $425,840 at 6%; with 50% employer match about $425,840 at 4% or $283,894 at 6%; with 100% employer match about $319,380 at 4% or $212,920 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-7$1,048,851$70,332$10,047iApproximate average salary by contribution assumption: employee only about $251,186 at 4% or $167,457 at 6%; with 50% employer match about $167,457 at 4% or $111,638 at 6%; with 100% employer match about $125,593 at 4% or $83,729 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-6$223,563$108,521$18,087iApproximate average salary by contribution assumption: employee only about $452,171 at 4% or $301,447 at 6%; with 50% employer match about $301,447 at 4% or $200,965 at 6%; with 100% employer match about $226,085 at 4% or $150,724 at 6%.
201627$960,567$205,658$29,380iApproximate average salary by contribution assumption: employee only about $734,493 at 4% or $489,662 at 6%; with 50% employer match about $489,662 at 4% or $326,441 at 6%; with 100% employer match about $367,246 at 4% or $244,831 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-7$854,904$99,995$14,285iApproximate average salary by contribution assumption: employee only about $357,125 at 4% or $238,083 at 6%; with 50% employer match about $238,083 at 4% or $158,722 at 6%; with 100% employer match about $178,563 at 4% or $119,042 at 6%.
J.B. WINTERS, D.O., LLC DEFINED BENEFIT PLAN-6$105,663$105,663$17,611iApproximate average salary by contribution assumption: employee only about $440,263 at 4% or $293,508 at 6%; with 50% employer match about $293,508 at 4% or $195,672 at 6%; with 100% employer match about $220,131 at 4% or $146,754 at 6%.
201517$710,739$88,346$12,621iApproximate average salary by contribution assumption: employee only about $315,521 at 4% or $210,348 at 6%; with 50% employer match about $210,348 at 4% or $140,232 at 6%; with 100% employer match about $157,761 at 4% or $105,174 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-7$710,739$88,346$12,621iApproximate average salary by contribution assumption: employee only about $315,521 at 4% or $210,348 at 6%; with 50% employer match about $210,348 at 4% or $140,232 at 6%; with 100% employer match about $157,761 at 4% or $105,174 at 6%.
201416$639,236$88,731$14,789iApproximate average salary by contribution assumption: employee only about $369,713 at 4% or $246,475 at 6%; with 50% employer match about $246,475 at 4% or $164,317 at 6%; with 100% employer match about $184,856 at 4% or $123,238 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$639,236$88,731$14,789iApproximate average salary by contribution assumption: employee only about $369,713 at 4% or $246,475 at 6%; with 50% employer match about $246,475 at 4% or $164,317 at 6%; with 100% employer match about $184,856 at 4% or $123,238 at 6%.
201316$532,183$49,813$8,302iApproximate average salary by contribution assumption: employee only about $207,554 at 4% or $138,369 at 6%; with 50% employer match about $138,369 at 4% or $92,246 at 6%; with 100% employer match about $103,777 at 4% or $69,185 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-6$532,183$49,813$8,302iApproximate average salary by contribution assumption: employee only about $207,554 at 4% or $138,369 at 6%; with 50% employer match about $138,369 at 4% or $92,246 at 6%; with 100% employer match about $103,777 at 4% or $69,185 at 6%.
201213$398,347$69,527$23,176iApproximate average salary by contribution assumption: employee only about $579,392 at 4% or $386,261 at 6%; with 50% employer match about $386,261 at 4% or $257,507 at 6%; with 100% employer match about $289,696 at 4% or $193,131 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-3$398,347$69,527$23,176iApproximate average salary by contribution assumption: employee only about $579,392 at 4% or $386,261 at 6%; with 50% employer match about $386,261 at 4% or $257,507 at 6%; with 100% employer match about $289,696 at 4% or $193,131 at 6%.
201114$323,485$70,923$17,731iApproximate average salary by contribution assumption: employee only about $443,269 at 4% or $295,513 at 6%; with 50% employer match about $295,513 at 4% or $197,008 at 6%; with 100% employer match about $221,634 at 4% or $147,756 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-4$323,485$70,923$17,731iApproximate average salary by contribution assumption: employee only about $443,269 at 4% or $295,513 at 6%; with 50% employer match about $295,513 at 4% or $197,008 at 6%; with 100% employer match about $221,634 at 4% or $147,756 at 6%.
201014$297,491$60,556$15,139iApproximate average salary by contribution assumption: employee only about $378,475 at 4% or $252,317 at 6%; with 50% employer match about $252,317 at 4% or $168,211 at 6%; with 100% employer match about $189,238 at 4% or $126,158 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-4$297,491$60,556$15,139iApproximate average salary by contribution assumption: employee only about $378,475 at 4% or $252,317 at 6%; with 50% employer match about $252,317 at 4% or $168,211 at 6%; with 100% employer match about $189,238 at 4% or $126,158 at 6%.
200914$226,369$64,384$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-4$226,369$64,384$16,096iApproximate average salary by contribution assumption: employee only about $402,400 at 4% or $268,267 at 6%; with 50% employer match about $268,267 at 4% or $178,844 at 6%; with 100% employer match about $201,200 at 4% or $134,133 at 6%.
200813$109,819$54,491$18,164iApproximate average salary by contribution assumption: employee only about $454,092 at 4% or $302,728 at 6%; with 50% employer match about $302,728 at 4% or $201,819 at 6%; with 100% employer match about $227,046 at 4% or $151,364 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-3$109,819$54,491$18,164iApproximate average salary by contribution assumption: employee only about $454,092 at 4% or $302,728 at 6%; with 50% employer match about $302,728 at 4% or $201,819 at 6%; with 100% employer match about $227,046 at 4% or $151,364 at 6%.
200713$0$0-
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-3---
200612$52,539$50,352$25,176iApproximate average salary by contribution assumption: employee only about $629,400 at 4% or $419,600 at 6%; with 50% employer match about $419,600 at 4% or $279,733 at 6%; with 100% employer match about $314,700 at 4% or $209,800 at 6%.
J.B. Winters, D.O. LLC 401(K) Profit Sharing Plan-2$52,539$50,352$25,176iApproximate average salary by contribution assumption: employee only about $629,400 at 4% or $419,600 at 6%; with 50% employer match about $419,600 at 4% or $279,733 at 6%; with 100% employer match about $314,700 at 4% or $209,800 at 6%.