Civic Intelligence

Wintergreen Advisors LLC

Plan context: Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust

EIN 20-2940772 • Budd Lake, NJ • 16 filings • 4 plans

500 International Dr Ste 275Budd Lake, NJ 07828-1386
Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$2,366,651

2022 Contributions

$50,765

Historical Graphs

Total Assets Over Time

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

$3,337,200$1,668,600$0200620152021YearValue
$2,366,651Latest year 2021

Participants Over Time

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

1050200620142021YearValue
5Latest year 2021

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
202210$0$50,765-
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-0$0$50,765-
202115$2,366,651$29,236$5,847iApproximate average salary by contribution assumption: employee only about $146,180 at 4% or $97,453 at 6%; with 50% employer match about $97,453 at 4% or $64,969 at 6%; with 100% employer match about $73,090 at 4% or $48,727 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-5$2,366,651$29,236$5,847iApproximate average salary by contribution assumption: employee only about $146,180 at 4% or $97,453 at 6%; with 50% employer match about $97,453 at 4% or $64,969 at 6%; with 100% employer match about $73,090 at 4% or $48,727 at 6%.
202017$2,337,579$39,000$5,571iApproximate average salary by contribution assumption: employee only about $139,286 at 4% or $92,857 at 6%; with 50% employer match about $92,857 at 4% or $61,905 at 6%; with 100% employer match about $69,643 at 4% or $46,429 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-7$2,337,579$39,000$5,571iApproximate average salary by contribution assumption: employee only about $139,286 at 4% or $92,857 at 6%; with 50% employer match about $92,857 at 4% or $61,905 at 6%; with 100% employer match about $69,643 at 4% or $46,429 at 6%.
201915$2,342,333$207,850$41,570iApproximate average salary by contribution assumption: employee only about $1,039,250 at 4% or $692,833 at 6%; with 50% employer match about $692,833 at 4% or $461,889 at 6%; with 100% employer match about $519,625 at 4% or $346,417 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-5$2,342,333$207,850$41,570iApproximate average salary by contribution assumption: employee only about $1,039,250 at 4% or $692,833 at 6%; with 50% employer match about $692,833 at 4% or $461,889 at 6%; with 100% employer match about $519,625 at 4% or $346,417 at 6%.
201817$2,967,399$247,180$35,311iApproximate average salary by contribution assumption: employee only about $882,786 at 4% or $588,524 at 6%; with 50% employer match about $588,524 at 4% or $392,349 at 6%; with 100% employer match about $441,393 at 4% or $294,262 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-7$2,967,399$247,180$35,311iApproximate average salary by contribution assumption: employee only about $882,786 at 4% or $588,524 at 6%; with 50% employer match about $588,524 at 4% or $392,349 at 6%; with 100% employer match about $441,393 at 4% or $294,262 at 6%.
201717$3,337,200$250,910$35,844iApproximate average salary by contribution assumption: employee only about $896,107 at 4% or $597,405 at 6%; with 50% employer match about $597,405 at 4% or $398,270 at 6%; with 100% employer match about $448,054 at 4% or $298,702 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-7$3,337,200$250,910$35,844iApproximate average salary by contribution assumption: employee only about $896,107 at 4% or $597,405 at 6%; with 50% employer match about $597,405 at 4% or $398,270 at 6%; with 100% employer match about $448,054 at 4% or $298,702 at 6%.
201617$2,704,254$265,059$37,866iApproximate average salary by contribution assumption: employee only about $946,639 at 4% or $631,093 at 6%; with 50% employer match about $631,093 at 4% or $420,729 at 6%; with 100% employer match about $473,320 at 4% or $315,546 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-7$2,704,254$265,059$37,866iApproximate average salary by contribution assumption: employee only about $946,639 at 4% or $631,093 at 6%; with 50% employer match about $631,093 at 4% or $420,729 at 6%; with 100% employer match about $473,320 at 4% or $315,546 at 6%.
201518$2,266,240$267,744$33,468iApproximate average salary by contribution assumption: employee only about $836,700 at 4% or $557,800 at 6%; with 50% employer match about $557,800 at 4% or $371,867 at 6%; with 100% employer match about $418,350 at 4% or $278,900 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-8$2,266,240$267,744$33,468iApproximate average salary by contribution assumption: employee only about $836,700 at 4% or $557,800 at 6%; with 50% employer match about $557,800 at 4% or $371,867 at 6%; with 100% employer match about $418,350 at 4% or $278,900 at 6%.
201419$3,225,372$341,000$37,889iApproximate average salary by contribution assumption: employee only about $947,222 at 4% or $631,481 at 6%; with 50% employer match about $631,481 at 4% or $420,988 at 6%; with 100% employer match about $473,611 at 4% or $315,741 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-9$3,225,372$341,000$37,889iApproximate average salary by contribution assumption: employee only about $947,222 at 4% or $631,481 at 6%; with 50% employer match about $631,481 at 4% or $420,988 at 6%; with 100% employer match about $473,611 at 4% or $315,741 at 6%.
2013110$2,878,066$328,924$32,892iApproximate average salary by contribution assumption: employee only about $822,310 at 4% or $548,207 at 6%; with 50% employer match about $548,207 at 4% or $365,471 at 6%; with 100% employer match about $411,155 at 4% or $274,103 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10$2,878,066$328,924$32,892iApproximate average salary by contribution assumption: employee only about $822,310 at 4% or $548,207 at 6%; with 50% employer match about $548,207 at 4% or $365,471 at 6%; with 100% employer match about $411,155 at 4% or $274,103 at 6%.
2012110$2,210,874$381,538$38,154iApproximate average salary by contribution assumption: employee only about $953,845 at 4% or $635,897 at 6%; with 50% employer match about $635,897 at 4% or $423,931 at 6%; with 100% employer match about $476,923 at 4% or $317,948 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10$2,210,874$381,538$38,154iApproximate average salary by contribution assumption: employee only about $953,845 at 4% or $635,897 at 6%; with 50% employer match about $635,897 at 4% or $423,931 at 6%; with 100% employer match about $476,923 at 4% or $317,948 at 6%.
2011110$1,696,711$228,846$22,885iApproximate average salary by contribution assumption: employee only about $572,115 at 4% or $381,410 at 6%; with 50% employer match about $381,410 at 4% or $254,273 at 6%; with 100% employer match about $286,058 at 4% or $190,705 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10$1,696,711$228,846$22,885iApproximate average salary by contribution assumption: employee only about $572,115 at 4% or $381,410 at 6%; with 50% employer match about $381,410 at 4% or $254,273 at 6%; with 100% employer match about $286,058 at 4% or $190,705 at 6%.
2010110$1,508,024$313,250$31,325iApproximate average salary by contribution assumption: employee only about $783,125 at 4% or $522,083 at 6%; with 50% employer match about $522,083 at 4% or $348,056 at 6%; with 100% employer match about $391,563 at 4% or $261,042 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10$1,508,024$313,250$31,325iApproximate average salary by contribution assumption: employee only about $783,125 at 4% or $522,083 at 6%; with 50% employer match about $522,083 at 4% or $348,056 at 6%; with 100% employer match about $391,563 at 4% or $261,042 at 6%.
2009110$983,831$293,264$29,326iApproximate average salary by contribution assumption: employee only about $733,160 at 4% or $488,773 at 6%; with 50% employer match about $488,773 at 4% or $325,849 at 6%; with 100% employer match about $366,580 at 4% or $244,387 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10$983,831$293,264$29,326iApproximate average salary by contribution assumption: employee only about $733,160 at 4% or $488,773 at 6%; with 50% employer match about $488,773 at 4% or $325,849 at 6%; with 100% employer match about $366,580 at 4% or $244,387 at 6%.
2007110$0$0-
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-10---
200619$103,041$100,752$11,195iApproximate average salary by contribution assumption: employee only about $279,867 at 4% or $186,578 at 6%; with 50% employer match about $186,578 at 4% or $124,385 at 6%; with 100% employer match about $139,933 at 4% or $93,289 at 6%.
Wintergreen Advisers LLC 401 K Profit Sharing Plan Trust-9$103,041$100,752$11,195iApproximate average salary by contribution assumption: employee only about $279,867 at 4% or $186,578 at 6%; with 50% employer match about $186,578 at 4% or $124,385 at 6%; with 100% employer match about $139,933 at 4% or $93,289 at 6%.
Wintergreen Advisors LLC | EIN 20-2940772 | 2022 Form 5500 Company Profile