Civic Intelligence

Winston Financial Services Inc.

Plan context: Winston Financial Services Inc. 401 K Plan

EIN 22-2942140 • Manasquan, NJ • 26 filings • 9 plans

2399 Highway 34Unit C-2Manasquan, NJ 08736
Current Snapshot

Latest Year

2021

2021 Participants

150

2021 Assets

$8,950,621

2021 Contributions

$795,290

Historical Graphs

Total Assets Over Time

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

$8,950,621$4,475,311$0199920112020YearValue
$8,950,621Latest year 2020

Participants Over Time

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

3691850199920102020YearValue
150Latest year 2020

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
202110$0$0-
Winston Financial Services Inc. 401 K Plan-0$0--
20202150$8,950,621$795,290$5,302iApproximate average salary by contribution assumption: employee only about $132,548 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,910 at 6%; with 100% employer match about $66,274 at 4% or $44,183 at 6%.
Winston Financial Services Inc. 401 K Plan-150$8,950,621$795,290$5,302iApproximate average salary by contribution assumption: employee only about $132,548 at 4% or $88,366 at 6%; with 50% employer match about $88,366 at 4% or $58,910 at 6%; with 100% employer match about $66,274 at 4% or $44,183 at 6%.
Winston Financial Services Inc. Welfare Benefits Plan-134---
20192154$7,455,011$870,707$5,654iApproximate average salary by contribution assumption: employee only about $141,349 at 4% or $94,232 at 6%; with 50% employer match about $94,232 at 4% or $62,822 at 6%; with 100% employer match about $70,674 at 4% or $47,116 at 6%.
Winston Financial Services Inc. 401 K Plan-154$7,455,011$870,707$5,654iApproximate average salary by contribution assumption: employee only about $141,349 at 4% or $94,232 at 6%; with 50% employer match about $94,232 at 4% or $62,822 at 6%; with 100% employer match about $70,674 at 4% or $47,116 at 6%.
Winston Financial Services Inc. Welfare Benefits Plan-152---
20182152$5,702,417$731,135$4,810iApproximate average salary by contribution assumption: employee only about $120,252 at 4% or $80,168 at 6%; with 50% employer match about $80,168 at 4% or $53,446 at 6%; with 100% employer match about $60,126 at 4% or $40,084 at 6%.
Winston Financial Services Inc. 401 K Plan-152$5,702,417$731,135$4,810iApproximate average salary by contribution assumption: employee only about $120,252 at 4% or $80,168 at 6%; with 50% employer match about $80,168 at 4% or $53,446 at 6%; with 100% employer match about $60,126 at 4% or $40,084 at 6%.
Winston Financial Services Inc. Welfare Benefits Plan-128---
20172116$6,141,951$714,768$6,162iApproximate average salary by contribution assumption: employee only about $154,045 at 4% or $102,697 at 6%; with 50% employer match about $102,697 at 4% or $68,464 at 6%; with 100% employer match about $77,022 at 4% or $51,348 at 6%.
Winston Financial Services Inc. 401 K Plan-108$6,141,951$714,768$6,618iApproximate average salary by contribution assumption: employee only about $165,456 at 4% or $110,304 at 6%; with 50% employer match about $110,304 at 4% or $73,536 at 6%; with 100% employer match about $82,728 at 4% or $55,152 at 6%.
Winston Financial Services Inc. Welfare Benefits Plan-116---
20161369$5,346,984$705,235$1,911iApproximate average salary by contribution assumption: employee only about $47,780 at 4% or $31,853 at 6%; with 50% employer match about $31,853 at 4% or $21,236 at 6%; with 100% employer match about $23,890 at 4% or $15,927 at 6%.
Winston Financial Services Inc. 401 K Plan-369$5,346,984$705,235$1,911iApproximate average salary by contribution assumption: employee only about $47,780 at 4% or $31,853 at 6%; with 50% employer match about $31,853 at 4% or $21,236 at 6%; with 100% employer match about $23,890 at 4% or $15,927 at 6%.
20151158$4,406,835$622,149$3,938iApproximate average salary by contribution assumption: employee only about $98,441 at 4% or $65,628 at 6%; with 50% employer match about $65,628 at 4% or $43,752 at 6%; with 100% employer match about $49,221 at 4% or $32,814 at 6%.
Winston Financial Services Inc. 401 K Plan-158$4,406,835$622,149$3,938iApproximate average salary by contribution assumption: employee only about $98,441 at 4% or $65,628 at 6%; with 50% employer match about $65,628 at 4% or $43,752 at 6%; with 100% employer match about $49,221 at 4% or $32,814 at 6%.
2014180$3,950,854$496,594$6,207iApproximate average salary by contribution assumption: employee only about $155,186 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,593 at 4% or $51,729 at 6%.
Winston Financial Services Inc. 401 K Plan-80$3,950,854$496,594$6,207iApproximate average salary by contribution assumption: employee only about $155,186 at 4% or $103,457 at 6%; with 50% employer match about $103,457 at 4% or $68,971 at 6%; with 100% employer match about $77,593 at 4% or $51,729 at 6%.
2013168$3,335,679$419,518$6,169iApproximate average salary by contribution assumption: employee only about $154,235 at 4% or $102,823 at 6%; with 50% employer match about $102,823 at 4% or $68,549 at 6%; with 100% employer match about $77,117 at 4% or $51,412 at 6%.
Winston Financial Services Inc. 401 K Plan-68$3,335,679$419,518$6,169iApproximate average salary by contribution assumption: employee only about $154,235 at 4% or $102,823 at 6%; with 50% employer match about $102,823 at 4% or $68,549 at 6%; with 100% employer match about $77,117 at 4% or $51,412 at 6%.
2012157$2,782,707$380,134$6,669iApproximate average salary by contribution assumption: employee only about $166,725 at 4% or $111,150 at 6%; with 50% employer match about $111,150 at 4% or $74,100 at 6%; with 100% employer match about $83,363 at 4% or $55,575 at 6%.
Winston Financial Services Inc. 401 K Plan-57$2,782,707$380,134$6,669iApproximate average salary by contribution assumption: employee only about $166,725 at 4% or $111,150 at 6%; with 50% employer match about $111,150 at 4% or $74,100 at 6%; with 100% employer match about $83,363 at 4% or $55,575 at 6%.
2011149$2,266,985$368,526$7,521iApproximate average salary by contribution assumption: employee only about $188,023 at 4% or $125,349 at 6%; with 50% employer match about $125,349 at 4% or $83,566 at 6%; with 100% employer match about $94,012 at 4% or $62,674 at 6%.
Winston Financial Services Inc. 401 K Plan-49$2,266,985$368,526$7,521iApproximate average salary by contribution assumption: employee only about $188,023 at 4% or $125,349 at 6%; with 50% employer match about $125,349 at 4% or $83,566 at 6%; with 100% employer match about $94,012 at 4% or $62,674 at 6%.
2010145$1,924,643$325,071$7,224iApproximate average salary by contribution assumption: employee only about $180,595 at 4% or $120,397 at 6%; with 50% employer match about $120,397 at 4% or $80,264 at 6%; with 100% employer match about $90,298 at 4% or $60,198 at 6%.
Winston Financial Services Inc. 401 K Plan-45$1,924,643$325,071$7,224iApproximate average salary by contribution assumption: employee only about $180,595 at 4% or $120,397 at 6%; with 50% employer match about $120,397 at 4% or $80,264 at 6%; with 100% employer match about $90,298 at 4% or $60,198 at 6%.
2009161$1,495,717$312,174$5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%.
WINSTON FINANCIAL SERVICES INC-61$1,495,717$312,174$5,118iApproximate average salary by contribution assumption: employee only about $127,940 at 4% or $85,293 at 6%; with 50% employer match about $85,293 at 4% or $56,862 at 6%; with 100% employer match about $63,970 at 4% or $42,647 at 6%.
2008154$1,093,866$336,090$6,224iApproximate average salary by contribution assumption: employee only about $155,597 at 4% or $103,731 at 6%; with 50% employer match about $103,731 at 4% or $69,154 at 6%; with 100% employer match about $77,799 at 4% or $51,866 at 6%.
WINSTON FINANCIAL SERVICES INC 401K PROFIT SHARING PLAN & TRUST-54$1,093,866$336,090$6,224iApproximate average salary by contribution assumption: employee only about $155,597 at 4% or $103,731 at 6%; with 50% employer match about $103,731 at 4% or $69,154 at 6%; with 100% employer match about $77,799 at 4% or $51,866 at 6%.
2007151$0$0-
Winston Financial Services Inc. 401 K Plan-51---
2006142$749,693$190,226$4,529iApproximate average salary by contribution assumption: employee only about $113,230 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,324 at 6%; with 100% employer match about $56,615 at 4% or $37,743 at 6%.
Winston Financial Services Inc. 401 K Plan-42$749,693$190,226$4,529iApproximate average salary by contribution assumption: employee only about $113,230 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,324 at 6%; with 100% employer match about $56,615 at 4% or $37,743 at 6%.
2005141$641,238$175,896$4,290iApproximate average salary by contribution assumption: employee only about $107,254 at 4% or $71,502 at 6%; with 50% employer match about $71,502 at 4% or $47,668 at 6%; with 100% employer match about $53,627 at 4% or $35,751 at 6%.
Winston Financial Services Inc. 401 K Plan-41$641,238$175,896$4,290iApproximate average salary by contribution assumption: employee only about $107,254 at 4% or $71,502 at 6%; with 50% employer match about $71,502 at 4% or $47,668 at 6%; with 100% employer match about $53,627 at 4% or $35,751 at 6%.
2004137$445,777$127,387$3,443iApproximate average salary by contribution assumption: employee only about $86,072 at 4% or $57,382 at 6%; with 50% employer match about $57,382 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,691 at 6%.
Winston Financial Services Inc. 401 K Plan-37$445,777$127,387$3,443iApproximate average salary by contribution assumption: employee only about $86,072 at 4% or $57,382 at 6%; with 50% employer match about $57,382 at 4% or $38,254 at 6%; with 100% employer match about $43,036 at 4% or $28,691 at 6%.
2003123$321,466$94,786$4,121iApproximate average salary by contribution assumption: employee only about $103,028 at 4% or $68,686 at 6%; with 50% employer match about $68,686 at 4% or $45,790 at 6%; with 100% employer match about $51,514 at 4% or $34,343 at 6%.
Winston Financial Services Inc. 401 K Plan-23$321,466$94,786$4,121iApproximate average salary by contribution assumption: employee only about $103,028 at 4% or $68,686 at 6%; with 50% employer match about $68,686 at 4% or $45,790 at 6%; with 100% employer match about $51,514 at 4% or $34,343 at 6%.
2002125$182,830$94,650$3,786iApproximate average salary by contribution assumption: employee only about $94,650 at 4% or $63,100 at 6%; with 50% employer match about $63,100 at 4% or $42,067 at 6%; with 100% employer match about $47,325 at 4% or $31,550 at 6%.
Winston Financial Services Inc. 401 K Plan-25$182,830$94,650$3,786iApproximate average salary by contribution assumption: employee only about $94,650 at 4% or $63,100 at 6%; with 50% employer match about $63,100 at 4% or $42,067 at 6%; with 100% employer match about $47,325 at 4% or $31,550 at 6%.
2000119$0$0-
Winston Financial Services Inc. 401 K Plan-19---
1999111$40,527$37,011$3,365iApproximate average salary by contribution assumption: employee only about $84,116 at 4% or $56,077 at 6%; with 50% employer match about $56,077 at 4% or $37,385 at 6%; with 100% employer match about $42,058 at 4% or $28,039 at 6%.
Winston Financial Services Inc. 401 K Plan-11$40,527$37,011$3,365iApproximate average salary by contribution assumption: employee only about $84,116 at 4% or $56,077 at 6%; with 50% employer match about $56,077 at 4% or $37,385 at 6%; with 100% employer match about $42,058 at 4% or $28,039 at 6%.