Civic Intelligence

WINKELMANN INSURANCE AGENCY, INC

Plan context: WINKELMANN INSURANCE AGENCY, LLC 401K PLAN

EIN 20-4045192 • Medina, OH • 1 filings • 1 plans

2534 Medina RdMedina, OH 44256
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$788,164

2025 Contributions

$689,081

Historical Graphs

Total Assets Over Time

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

$788,164$394,082$02025YearValue
$788,164Latest year 2025

Participants Over Time

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

18902025YearValue
18Latest year 2025

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
2025118$788,164$689,081$38,282iApproximate average salary by contribution assumption: employee only about $957,057 at 4% or $638,038 at 6%; with 50% employer match about $638,038 at 4% or $425,359 at 6%; with 100% employer match about $478,528 at 4% or $319,019 at 6%.
WINKELMANN INSURANCE AGENCY, LLC 401K PLAN-18$788,164$689,081$38,282iApproximate average salary by contribution assumption: employee only about $957,057 at 4% or $638,038 at 6%; with 50% employer match about $638,038 at 4% or $425,359 at 6%; with 100% employer match about $478,528 at 4% or $319,019 at 6%.