Civic Intelligence

Windhaven Managers Inc.

Plan context: Windhaven Retirement Plan

EIN 20-3381738 • Miami, FL • 16 filings • 2 plans

5835 Blue Lagoon DriveSuite 401Miami, FL 33126
Current Snapshot

Latest Year

2020

2020 Participants

540

2020 Assets

$5,803,522

2020 Contributions

$197,613

Historical Graphs

Total Assets Over Time

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

$5,803,522$2,901,761$0201120152019YearValue
$5,803,522Latest year 2019

Participants Over Time

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

6273140201120152019YearValue
540Latest year 2019

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
202010$0$197,613-
Windhaven Retirement Plan-0-$197,613-
20192540$5,803,522$1,448,983$2,683iApproximate average salary by contribution assumption: employee only about $67,083 at 4% or $44,722 at 6%; with 50% employer match about $44,722 at 4% or $29,814 at 6%; with 100% employer match about $33,541 at 4% or $22,361 at 6%.
Windhaven Retirement Plan-540$5,803,522$1,448,983$2,683iApproximate average salary by contribution assumption: employee only about $67,083 at 4% or $44,722 at 6%; with 50% employer match about $44,722 at 4% or $29,814 at 6%; with 100% employer match about $33,541 at 4% or $22,361 at 6%.
Windhaven Managers Inc. Welfare Plan-0---
20182627$4,001,443$1,329,750$2,121iApproximate average salary by contribution assumption: employee only about $53,020 at 4% or $35,347 at 6%; with 50% employer match about $35,347 at 4% or $23,565 at 6%; with 100% employer match about $26,510 at 4% or $17,673 at 6%.
Windhaven Retirement Plan-625$4,001,443$1,329,750$2,128iApproximate average salary by contribution assumption: employee only about $53,190 at 4% or $35,460 at 6%; with 50% employer match about $35,460 at 4% or $23,640 at 6%; with 100% employer match about $26,595 at 4% or $17,730 at 6%.
Windhaven Managers Inc. Welfare Plan-627---
20172543$3,402,548$1,045,737$1,926iApproximate average salary by contribution assumption: employee only about $48,146 at 4% or $32,098 at 6%; with 50% employer match about $32,098 at 4% or $21,398 at 6%; with 100% employer match about $24,073 at 4% or $16,049 at 6%.
Windhaven Retirement Plan-498$3,402,548$1,045,737$2,100iApproximate average salary by contribution assumption: employee only about $52,497 at 4% or $34,998 at 6%; with 50% employer match about $34,998 at 4% or $23,332 at 6%; with 100% employer match about $26,248 at 4% or $17,499 at 6%.
Windhaven Managers Inc. Welfare Plan-543---
20162512$2,224,513$724,662$1,415iApproximate average salary by contribution assumption: employee only about $35,384 at 4% or $23,589 at 6%; with 50% employer match about $23,589 at 4% or $15,726 at 6%; with 100% employer match about $17,692 at 4% or $11,795 at 6%.
Windhaven Retirement Plan-366$2,224,513$724,662$1,980iApproximate average salary by contribution assumption: employee only about $49,499 at 4% or $32,999 at 6%; with 50% employer match about $32,999 at 4% or $21,999 at 6%; with 100% employer match about $24,749 at 4% or $16,500 at 6%.
Windhaven Managers Inc. Welfare Plan-512---
20152277$1,413,834$600,116$2,166iApproximate average salary by contribution assumption: employee only about $54,162 at 4% or $36,108 at 6%; with 50% employer match about $36,108 at 4% or $24,072 at 6%; with 100% employer match about $27,081 at 4% or $18,054 at 6%.
Windhaven Retirement Plan-255$1,413,834$600,116$2,353iApproximate average salary by contribution assumption: employee only about $58,835 at 4% or $39,223 at 6%; with 50% employer match about $39,223 at 4% or $26,149 at 6%; with 100% employer match about $29,417 at 4% or $19,612 at 6%.
Windhaven Managers Inc. Welfare Plan-277---
20142180$857,951$228,411$1,269iApproximate average salary by contribution assumption: employee only about $31,724 at 4% or $21,149 at 6%; with 50% employer match about $21,149 at 4% or $14,099 at 6%; with 100% employer match about $15,862 at 4% or $10,575 at 6%.
Windhaven Retirement Plan-148$857,951$228,411$1,543iApproximate average salary by contribution assumption: employee only about $38,583 at 4% or $25,722 at 6%; with 50% employer match about $25,722 at 4% or $17,148 at 6%; with 100% employer match about $19,291 at 4% or $12,861 at 6%.
Windhaven Managers Inc. Welfare Plan-180---
20131119$675,031$229,137$1,926iApproximate average salary by contribution assumption: employee only about $48,138 at 4% or $32,092 at 6%; with 50% employer match about $32,092 at 4% or $21,395 at 6%; with 100% employer match about $24,069 at 4% or $16,046 at 6%.
Windhaven Retirement Plan-119$675,031$229,137$1,926iApproximate average salary by contribution assumption: employee only about $48,138 at 4% or $32,092 at 6%; with 50% employer match about $32,092 at 4% or $21,395 at 6%; with 100% employer match about $24,069 at 4% or $16,046 at 6%.
2012167$478,851$149,167$2,226iApproximate average salary by contribution assumption: employee only about $55,659 at 4% or $37,106 at 6%; with 50% employer match about $37,106 at 4% or $24,737 at 6%; with 100% employer match about $27,830 at 4% or $18,553 at 6%.
Windhaven Retirement Plan-67$478,851$149,167$2,226iApproximate average salary by contribution assumption: employee only about $55,659 at 4% or $37,106 at 6%; with 50% employer match about $37,106 at 4% or $24,737 at 6%; with 100% employer match about $27,830 at 4% or $18,553 at 6%.
2011158$334,438$62,953$1,085iApproximate average salary by contribution assumption: employee only about $27,135 at 4% or $18,090 at 6%; with 50% employer match about $18,090 at 4% or $12,060 at 6%; with 100% employer match about $13,567 at 4% or $9,045 at 6%.
Windhaven Retirement Plan-58$334,438$62,953$1,085iApproximate average salary by contribution assumption: employee only about $27,135 at 4% or $18,090 at 6%; with 50% employer match about $18,090 at 4% or $12,060 at 6%; with 100% employer match about $13,567 at 4% or $9,045 at 6%.