Civic Intelligence

Winona Capital Management LLC

Plan context: Winona Capital Management LLC 401(K) P/S Plan

EIN 20-5396076 • Chicago, IL • 18 filings • 2 plans

980 N. Michigan Ave., Ste. 860Chicago, IL 60611
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$4,614,969

2024 Contributions

$97,111

Historical Graphs

Total Assets Over Time

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

$4,614,969$2,307,485$0200720162024YearValue
$4,614,969Latest year 2024

Participants Over Time

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

22110200720162024YearValue
17Latest 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
2024117$4,614,969$97,111$5,712iApproximate average salary by contribution assumption: employee only about $142,810 at 4% or $95,207 at 6%; with 50% employer match about $95,207 at 4% or $63,471 at 6%; with 100% employer match about $71,405 at 4% or $47,603 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-17$4,614,969$97,111$5,712iApproximate average salary by contribution assumption: employee only about $142,810 at 4% or $95,207 at 6%; with 50% employer match about $95,207 at 4% or $63,471 at 6%; with 100% employer match about $71,405 at 4% or $47,603 at 6%.
2023118$4,068,635$154,418$8,579iApproximate average salary by contribution assumption: employee only about $214,469 at 4% or $142,980 at 6%; with 50% employer match about $142,980 at 4% or $95,320 at 6%; with 100% employer match about $107,235 at 4% or $71,490 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-18$4,068,635$154,418$8,579iApproximate average salary by contribution assumption: employee only about $214,469 at 4% or $142,980 at 6%; with 50% employer match about $142,980 at 4% or $95,320 at 6%; with 100% employer match about $107,235 at 4% or $71,490 at 6%.
2022119$3,406,939$129,446$6,813iApproximate average salary by contribution assumption: employee only about $170,324 at 4% or $113,549 at 6%; with 50% employer match about $113,549 at 4% or $75,699 at 6%; with 100% employer match about $85,162 at 4% or $56,775 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-19$3,406,939$129,446$6,813iApproximate average salary by contribution assumption: employee only about $170,324 at 4% or $113,549 at 6%; with 50% employer match about $113,549 at 4% or $75,699 at 6%; with 100% employer match about $85,162 at 4% or $56,775 at 6%.
2021118$4,075,861$103,305$5,739iApproximate average salary by contribution assumption: employee only about $143,479 at 4% or $95,653 at 6%; with 50% employer match about $95,653 at 4% or $63,769 at 6%; with 100% employer match about $71,740 at 4% or $47,826 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-18$4,075,861$103,305$5,739iApproximate average salary by contribution assumption: employee only about $143,479 at 4% or $95,653 at 6%; with 50% employer match about $95,653 at 4% or $63,769 at 6%; with 100% employer match about $71,740 at 4% or $47,826 at 6%.
2020118$3,939,418$171,969$9,554iApproximate average salary by contribution assumption: employee only about $238,846 at 4% or $159,231 at 6%; with 50% employer match about $159,231 at 4% or $106,154 at 6%; with 100% employer match about $119,423 at 4% or $79,615 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-18$3,939,418$171,969$9,554iApproximate average salary by contribution assumption: employee only about $238,846 at 4% or $159,231 at 6%; with 50% employer match about $159,231 at 4% or $106,154 at 6%; with 100% employer match about $119,423 at 4% or $79,615 at 6%.
2019118$3,244,638$342,900$19,050iApproximate average salary by contribution assumption: employee only about $476,250 at 4% or $317,500 at 6%; with 50% employer match about $317,500 at 4% or $211,667 at 6%; with 100% employer match about $238,125 at 4% or $158,750 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-18$3,244,638$342,900$19,050iApproximate average salary by contribution assumption: employee only about $476,250 at 4% or $317,500 at 6%; with 50% employer match about $317,500 at 4% or $211,667 at 6%; with 100% employer match about $238,125 at 4% or $158,750 at 6%.
2018122$2,982,845$750,204$34,100iApproximate average salary by contribution assumption: employee only about $852,505 at 4% or $568,336 at 6%; with 50% employer match about $568,336 at 4% or $378,891 at 6%; with 100% employer match about $426,252 at 4% or $284,168 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-22$2,982,845$750,204$34,100iApproximate average salary by contribution assumption: employee only about $852,505 at 4% or $568,336 at 6%; with 50% employer match about $568,336 at 4% or $378,891 at 6%; with 100% employer match about $426,252 at 4% or $284,168 at 6%.
2017119$2,547,095$362,029$19,054iApproximate average salary by contribution assumption: employee only about $476,354 at 4% or $317,569 at 6%; with 50% employer match about $317,569 at 4% or $211,713 at 6%; with 100% employer match about $238,177 at 4% or $158,785 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-19$2,547,095$362,029$19,054iApproximate average salary by contribution assumption: employee only about $476,354 at 4% or $317,569 at 6%; with 50% employer match about $317,569 at 4% or $211,713 at 6%; with 100% employer match about $238,177 at 4% or $158,785 at 6%.
2016117$1,833,585$314,332$18,490iApproximate average salary by contribution assumption: employee only about $462,253 at 4% or $308,169 at 6%; with 50% employer match about $308,169 at 4% or $205,446 at 6%; with 100% employer match about $231,126 at 4% or $154,084 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-17$1,833,585$314,332$18,490iApproximate average salary by contribution assumption: employee only about $462,253 at 4% or $308,169 at 6%; with 50% employer match about $308,169 at 4% or $205,446 at 6%; with 100% employer match about $231,126 at 4% or $154,084 at 6%.
2015116$1,528,259$306,993$19,187iApproximate average salary by contribution assumption: employee only about $479,677 at 4% or $319,784 at 6%; with 50% employer match about $319,784 at 4% or $213,190 at 6%; with 100% employer match about $239,838 at 4% or $159,892 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-16$1,528,259$306,993$19,187iApproximate average salary by contribution assumption: employee only about $479,677 at 4% or $319,784 at 6%; with 50% employer match about $319,784 at 4% or $213,190 at 6%; with 100% employer match about $239,838 at 4% or $159,892 at 6%.
2014116$1,337,843$279,945$17,497iApproximate average salary by contribution assumption: employee only about $437,414 at 4% or $291,609 at 6%; with 50% employer match about $291,609 at 4% or $194,406 at 6%; with 100% employer match about $218,707 at 4% or $145,805 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-16$1,337,843$279,945$17,497iApproximate average salary by contribution assumption: employee only about $437,414 at 4% or $291,609 at 6%; with 50% employer match about $291,609 at 4% or $194,406 at 6%; with 100% employer match about $218,707 at 4% or $145,805 at 6%.
2013113$1,072,013$152,230$11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-13$1,072,013$152,230$11,710iApproximate average salary by contribution assumption: employee only about $292,750 at 4% or $195,167 at 6%; with 50% employer match about $195,167 at 4% or $130,111 at 6%; with 100% employer match about $146,375 at 4% or $97,583 at 6%.
2012111$716,797$147,192$13,381iApproximate average salary by contribution assumption: employee only about $334,527 at 4% or $223,018 at 6%; with 50% employer match about $223,018 at 4% or $148,679 at 6%; with 100% employer match about $167,264 at 4% or $111,509 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-11$716,797$147,192$13,381iApproximate average salary by contribution assumption: employee only about $334,527 at 4% or $223,018 at 6%; with 50% employer match about $223,018 at 4% or $148,679 at 6%; with 100% employer match about $167,264 at 4% or $111,509 at 6%.
2011110$532,883$140,669$14,067iApproximate average salary by contribution assumption: employee only about $351,673 at 4% or $234,448 at 6%; with 50% employer match about $234,448 at 4% or $156,299 at 6%; with 100% employer match about $175,836 at 4% or $117,224 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-10$532,883$140,669$14,067iApproximate average salary by contribution assumption: employee only about $351,673 at 4% or $234,448 at 6%; with 50% employer match about $234,448 at 4% or $156,299 at 6%; with 100% employer match about $175,836 at 4% or $117,224 at 6%.
2010110$433,088$112,538$11,254iApproximate average salary by contribution assumption: employee only about $281,345 at 4% or $187,563 at 6%; with 50% employer match about $187,563 at 4% or $125,042 at 6%; with 100% employer match about $140,673 at 4% or $93,782 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-10$433,088$112,538$11,254iApproximate average salary by contribution assumption: employee only about $281,345 at 4% or $187,563 at 6%; with 50% employer match about $187,563 at 4% or $125,042 at 6%; with 100% employer match about $140,673 at 4% or $93,782 at 6%.
200918$273,757$112,532$14,067iApproximate average salary by contribution assumption: employee only about $351,663 at 4% or $234,442 at 6%; with 50% employer match about $234,442 at 4% or $156,294 at 6%; with 100% employer match about $175,831 at 4% or $117,221 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-8$273,757$112,532$14,067iApproximate average salary by contribution assumption: employee only about $351,663 at 4% or $234,442 at 6%; with 50% employer match about $234,442 at 4% or $156,294 at 6%; with 100% employer match about $175,831 at 4% or $117,221 at 6%.
200819$105,075$90,208$10,023iApproximate average salary by contribution assumption: employee only about $250,578 at 4% or $167,052 at 6%; with 50% employer match about $167,052 at 4% or $111,368 at 6%; with 100% employer match about $125,289 at 4% or $83,526 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-9$105,075$90,208$10,023iApproximate average salary by contribution assumption: employee only about $250,578 at 4% or $167,052 at 6%; with 50% employer match about $167,052 at 4% or $111,368 at 6%; with 100% employer match about $125,289 at 4% or $83,526 at 6%.
200718$83,440$91,093$11,387iApproximate average salary by contribution assumption: employee only about $284,666 at 4% or $189,777 at 6%; with 50% employer match about $189,777 at 4% or $126,518 at 6%; with 100% employer match about $142,333 at 4% or $94,889 at 6%.
Winona Capital Management LLC 401(K) P/S Plan-8$83,440$91,093$11,387iApproximate average salary by contribution assumption: employee only about $284,666 at 4% or $189,777 at 6%; with 50% employer match about $189,777 at 4% or $126,518 at 6%; with 100% employer match about $142,333 at 4% or $94,889 at 6%.