Civic Intelligence

Daniel a. Winters & Co.

Plan context: Daniel a. Winters & Co 401 K Plan

EIN 23-2586736 • Chadds Ford, PA • 26 filings • 4 plans

6 Dickinson Dr Ste 205Chadds Ford, PA 19317
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$5,218,865

2024 Contributions

$186,450

Historical Graphs

Total Assets Over Time

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

$5,218,865$2,609,433$0199920142024YearValue
$5,218,865Latest year 2024

Participants Over Time

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

25130199920122024YearValue
25Latest 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
2024125$5,218,865$186,450$7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%.
Daniel a. Winters & Co 401 K Plan-25$5,218,865$186,450$7,458iApproximate average salary by contribution assumption: employee only about $186,450 at 4% or $124,300 at 6%; with 50% employer match about $124,300 at 4% or $82,867 at 6%; with 100% employer match about $93,225 at 4% or $62,150 at 6%.
2023120$4,122,815$176,197$8,810iApproximate average salary by contribution assumption: employee only about $220,246 at 4% or $146,831 at 6%; with 50% employer match about $146,831 at 4% or $97,887 at 6%; with 100% employer match about $110,123 at 4% or $73,415 at 6%.
Daniel a. Winters & Co 401 K Plan-20$4,122,815$176,197$8,810iApproximate average salary by contribution assumption: employee only about $220,246 at 4% or $146,831 at 6%; with 50% employer match about $146,831 at 4% or $97,887 at 6%; with 100% employer match about $110,123 at 4% or $73,415 at 6%.
2022120$3,260,744$161,844$8,092iApproximate average salary by contribution assumption: employee only about $202,305 at 4% or $134,870 at 6%; with 50% employer match about $134,870 at 4% or $89,913 at 6%; with 100% employer match about $101,153 at 4% or $67,435 at 6%.
Daniel a. Winters & Co 401 K Plan-20$3,260,744$161,844$8,092iApproximate average salary by contribution assumption: employee only about $202,305 at 4% or $134,870 at 6%; with 50% employer match about $134,870 at 4% or $89,913 at 6%; with 100% employer match about $101,153 at 4% or $67,435 at 6%.
2021121$4,617,224$169,491$8,071iApproximate average salary by contribution assumption: employee only about $201,775 at 4% or $134,517 at 6%; with 50% employer match about $134,517 at 4% or $89,678 at 6%; with 100% employer match about $100,888 at 4% or $67,258 at 6%.
Daniel a. Winters & Co 401 K Plan-21$4,617,224$169,491$8,071iApproximate average salary by contribution assumption: employee only about $201,775 at 4% or $134,517 at 6%; with 50% employer match about $134,517 at 4% or $89,678 at 6%; with 100% employer match about $100,888 at 4% or $67,258 at 6%.
2020121$3,701,969$171,272$8,156iApproximate average salary by contribution assumption: employee only about $203,895 at 4% or $135,930 at 6%; with 50% employer match about $135,930 at 4% or $90,620 at 6%; with 100% employer match about $101,948 at 4% or $67,965 at 6%.
Daniel a. Winters & Co 401 K Plan-21$3,701,969$171,272$8,156iApproximate average salary by contribution assumption: employee only about $203,895 at 4% or $135,930 at 6%; with 50% employer match about $135,930 at 4% or $90,620 at 6%; with 100% employer match about $101,948 at 4% or $67,965 at 6%.
2019120$2,882,892$187,358$9,368iApproximate average salary by contribution assumption: employee only about $234,198 at 4% or $156,132 at 6%; with 50% employer match about $156,132 at 4% or $104,088 at 6%; with 100% employer match about $117,099 at 4% or $78,066 at 6%.
Daniel a. Winters & Co 401 K Plan-20$2,882,892$187,358$9,368iApproximate average salary by contribution assumption: employee only about $234,198 at 4% or $156,132 at 6%; with 50% employer match about $156,132 at 4% or $104,088 at 6%; with 100% employer match about $117,099 at 4% or $78,066 at 6%.
2018119$2,123,471$192,643$10,139iApproximate average salary by contribution assumption: employee only about $253,478 at 4% or $168,985 at 6%; with 50% employer match about $168,985 at 4% or $112,657 at 6%; with 100% employer match about $126,739 at 4% or $84,493 at 6%.
Daniel a. Winters & Co 401 K Plan-19$2,123,471$192,643$10,139iApproximate average salary by contribution assumption: employee only about $253,478 at 4% or $168,985 at 6%; with 50% employer match about $168,985 at 4% or $112,657 at 6%; with 100% employer match about $126,739 at 4% or $84,493 at 6%.
2017116$2,148,850$164,000$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
Daniel a. Winters & Co 401 K Plan-16$2,148,850$164,000$10,250iApproximate average salary by contribution assumption: employee only about $256,250 at 4% or $170,833 at 6%; with 50% employer match about $170,833 at 4% or $113,889 at 6%; with 100% employer match about $128,125 at 4% or $85,417 at 6%.
2016117$1,746,238$167,468$9,851iApproximate average salary by contribution assumption: employee only about $246,276 at 4% or $164,184 at 6%; with 50% employer match about $164,184 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
Daniel a. Winters & Co 401 K Plan-17$1,746,238$167,468$9,851iApproximate average salary by contribution assumption: employee only about $246,276 at 4% or $164,184 at 6%; with 50% employer match about $164,184 at 4% or $109,456 at 6%; with 100% employer match about $123,138 at 4% or $82,092 at 6%.
2015119$1,659,272$148,839$7,834iApproximate average salary by contribution assumption: employee only about $195,841 at 4% or $130,561 at 6%; with 50% employer match about $130,561 at 4% or $87,040 at 6%; with 100% employer match about $97,920 at 4% or $65,280 at 6%.
Daniel a. Winters & Co 401 K Plan-19$1,659,272$148,839$7,834iApproximate average salary by contribution assumption: employee only about $195,841 at 4% or $130,561 at 6%; with 50% employer match about $130,561 at 4% or $87,040 at 6%; with 100% employer match about $97,920 at 4% or $65,280 at 6%.
2014117$1,572,297$111,991$6,588iApproximate average salary by contribution assumption: employee only about $164,693 at 4% or $109,795 at 6%; with 50% employer match about $109,795 at 4% or $73,197 at 6%; with 100% employer match about $82,346 at 4% or $54,898 at 6%.
Daniel a. Winters & Co 401 K Plan-17$1,572,297$111,991$6,588iApproximate average salary by contribution assumption: employee only about $164,693 at 4% or $109,795 at 6%; with 50% employer match about $109,795 at 4% or $73,197 at 6%; with 100% employer match about $82,346 at 4% or $54,898 at 6%.
2013119$1,395,622$110,111$5,795iApproximate average salary by contribution assumption: employee only about $144,883 at 4% or $96,589 at 6%; with 50% employer match about $96,589 at 4% or $64,392 at 6%; with 100% employer match about $72,441 at 4% or $48,294 at 6%.
Daniel a. Winters & Co 401 K Plan-19$1,395,622$110,111$5,795iApproximate average salary by contribution assumption: employee only about $144,883 at 4% or $96,589 at 6%; with 50% employer match about $96,589 at 4% or $64,392 at 6%; with 100% employer match about $72,441 at 4% or $48,294 at 6%.
2012122$1,003,044$106,685$4,849iApproximate average salary by contribution assumption: employee only about $121,233 at 4% or $80,822 at 6%; with 50% employer match about $80,822 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,411 at 6%.
Daniel a. Winters & Co 401 K Plan-22$1,003,044$106,685$4,849iApproximate average salary by contribution assumption: employee only about $121,233 at 4% or $80,822 at 6%; with 50% employer match about $80,822 at 4% or $53,881 at 6%; with 100% employer match about $60,616 at 4% or $40,411 at 6%.
2011121$945,417$108,862$5,184iApproximate average salary by contribution assumption: employee only about $129,598 at 4% or $86,398 at 6%; with 50% employer match about $86,398 at 4% or $57,599 at 6%; with 100% employer match about $64,799 at 4% or $43,199 at 6%.
Daniel a. Winters & Co 401 K Plan-21$945,417$108,862$5,184iApproximate average salary by contribution assumption: employee only about $129,598 at 4% or $86,398 at 6%; with 50% employer match about $86,398 at 4% or $57,599 at 6%; with 100% employer match about $64,799 at 4% or $43,199 at 6%.
2010120$889,657$111,051$5,553iApproximate average salary by contribution assumption: employee only about $138,814 at 4% or $92,543 at 6%; with 50% employer match about $92,543 at 4% or $61,695 at 6%; with 100% employer match about $69,407 at 4% or $46,271 at 6%.
Daniel a. Winters & Co 401 K Plan-20$889,657$111,051$5,553iApproximate average salary by contribution assumption: employee only about $138,814 at 4% or $92,543 at 6%; with 50% employer match about $92,543 at 4% or $61,695 at 6%; with 100% employer match about $69,407 at 4% or $46,271 at 6%.
2009120$684,351$107,525$5,376iApproximate average salary by contribution assumption: employee only about $134,406 at 4% or $89,604 at 6%; with 50% employer match about $89,604 at 4% or $59,736 at 6%; with 100% employer match about $67,203 at 4% or $44,802 at 6%.
Daniel a. Winters & Co 401 K Plan-20$684,351$107,525$5,376iApproximate average salary by contribution assumption: employee only about $134,406 at 4% or $89,604 at 6%; with 50% employer match about $89,604 at 4% or $59,736 at 6%; with 100% employer match about $67,203 at 4% or $44,802 at 6%.
2008121$0$0-
Daniel a. Winters & Co 401 K Plan-21---
2007115$0$0-
Daniel a. Winters & Co 401 K Plan-15---
2006114$531,361$74,883$5,349iApproximate average salary by contribution assumption: employee only about $133,720 at 4% or $89,146 at 6%; with 50% employer match about $89,146 at 4% or $59,431 at 6%; with 100% employer match about $66,860 at 4% or $44,573 at 6%.
Daniel a. Winters & Co 401 K Plan-14$531,361$74,883$5,349iApproximate average salary by contribution assumption: employee only about $133,720 at 4% or $89,146 at 6%; with 50% employer match about $89,146 at 4% or $59,431 at 6%; with 100% employer match about $66,860 at 4% or $44,573 at 6%.
200519$467,805$67,153$7,461iApproximate average salary by contribution assumption: employee only about $186,536 at 4% or $124,357 at 6%; with 50% employer match about $124,357 at 4% or $82,905 at 6%; with 100% employer match about $93,268 at 4% or $62,179 at 6%.
Daniel a. Winters & Co 401 K Plan-9$467,805$67,153$7,461iApproximate average salary by contribution assumption: employee only about $186,536 at 4% or $124,357 at 6%; with 50% employer match about $124,357 at 4% or $82,905 at 6%; with 100% employer match about $93,268 at 4% or $62,179 at 6%.
2004110$375,337$86,491$8,649iApproximate average salary by contribution assumption: employee only about $216,228 at 4% or $144,152 at 6%; with 50% employer match about $144,152 at 4% or $96,101 at 6%; with 100% employer match about $108,114 at 4% or $72,076 at 6%.
Daniel a. Winters & Co 401 K Plan-10$375,337$86,491$8,649iApproximate average salary by contribution assumption: employee only about $216,228 at 4% or $144,152 at 6%; with 50% employer match about $144,152 at 4% or $96,101 at 6%; with 100% employer match about $108,114 at 4% or $72,076 at 6%.
2003118$282,857$79,633$4,424iApproximate average salary by contribution assumption: employee only about $110,601 at 4% or $73,734 at 6%; with 50% employer match about $73,734 at 4% or $49,156 at 6%; with 100% employer match about $55,301 at 4% or $36,867 at 6%.
Daniel a. Winters & Co 401 K Plan-18$282,857$79,633$4,424iApproximate average salary by contribution assumption: employee only about $110,601 at 4% or $73,734 at 6%; with 50% employer match about $73,734 at 4% or $49,156 at 6%; with 100% employer match about $55,301 at 4% or $36,867 at 6%.
2002112$158,752$70,114$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
Daniel a. Winters & Co 401 K Plan-12$158,752$70,114$5,843iApproximate average salary by contribution assumption: employee only about $146,071 at 4% or $97,381 at 6%; with 50% employer match about $97,381 at 4% or $64,920 at 6%; with 100% employer match about $73,035 at 4% or $48,690 at 6%.
200119$0$0-
Daniel a. Winters & Co 401 K Plan-9---
200018$0$0-
Daniel a. Winters & Co 401 K Plan-8---
199918$41,490$39,425$4,928iApproximate average salary by contribution assumption: employee only about $123,203 at 4% or $82,135 at 6%; with 50% employer match about $82,135 at 4% or $54,757 at 6%; with 100% employer match about $61,602 at 4% or $41,068 at 6%.
Daniel a. Winters & Co 401 K Plan-8$41,490$39,425$4,928iApproximate average salary by contribution assumption: employee only about $123,203 at 4% or $82,135 at 6%; with 50% employer match about $82,135 at 4% or $54,757 at 6%; with 100% employer match about $61,602 at 4% or $41,068 at 6%.