C. Winchell Agency
Plan context: C. Winchell Agency 401(K) Ps Plan & Trust
EIN 23-2686422 • Pocono Pines, PA • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,088,122
2024 Contributions
$45,803
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,088,122 | $45,803 | $5,725iApproximate average salary by contribution assumption: employee only about $143,134 at 4% or $95,423 at 6%; with 50% employer match about $95,423 at 4% or $63,615 at 6%; with 100% employer match about $71,567 at 4% or $47,711 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 8 | $1,088,122 | $45,803 | $5,725iApproximate average salary by contribution assumption: employee only about $143,134 at 4% or $95,423 at 6%; with 50% employer match about $95,423 at 4% or $63,615 at 6%; with 100% employer match about $71,567 at 4% or $47,711 at 6%. |
| 2023 | 1 | 8 | $878,256 | $40,499 | $5,062iApproximate average salary by contribution assumption: employee only about $126,559 at 4% or $84,373 at 6%; with 50% employer match about $84,373 at 4% or $56,249 at 6%; with 100% employer match about $63,280 at 4% or $42,186 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 8 | $878,256 | $40,499 | $5,062iApproximate average salary by contribution assumption: employee only about $126,559 at 4% or $84,373 at 6%; with 50% employer match about $84,373 at 4% or $56,249 at 6%; with 100% employer match about $63,280 at 4% or $42,186 at 6%. |
| 2022 | 1 | 7 | $686,480 | $35,668 | $5,095iApproximate average salary by contribution assumption: employee only about $127,386 at 4% or $84,924 at 6%; with 50% employer match about $84,924 at 4% or $56,616 at 6%; with 100% employer match about $63,693 at 4% or $42,462 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 7 | $686,480 | $35,668 | $5,095iApproximate average salary by contribution assumption: employee only about $127,386 at 4% or $84,924 at 6%; with 50% employer match about $84,924 at 4% or $56,616 at 6%; with 100% employer match about $63,693 at 4% or $42,462 at 6%. |
| 2021 | 1 | 8 | $833,562 | $28,262 | $3,533iApproximate average salary by contribution assumption: employee only about $88,319 at 4% or $58,879 at 6%; with 50% employer match about $58,879 at 4% or $39,253 at 6%; with 100% employer match about $44,159 at 4% or $29,440 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 8 | $833,562 | $28,262 | $3,533iApproximate average salary by contribution assumption: employee only about $88,319 at 4% or $58,879 at 6%; with 50% employer match about $58,879 at 4% or $39,253 at 6%; with 100% employer match about $44,159 at 4% or $29,440 at 6%. |
| 2020 | 1 | 8 | $700,782 | $18,352 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 8 | $700,782 | $18,352 | $2,294iApproximate average salary by contribution assumption: employee only about $57,350 at 4% or $38,233 at 6%; with 50% employer match about $38,233 at 4% or $25,489 at 6%; with 100% employer match about $28,675 at 4% or $19,117 at 6%. |
| 2019 | 1 | 9 | $779,126 | $34,760 | $3,862iApproximate average salary by contribution assumption: employee only about $96,556 at 4% or $64,370 at 6%; with 50% employer match about $64,370 at 4% or $42,914 at 6%; with 100% employer match about $48,278 at 4% or $32,185 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 9 | $779,126 | $34,760 | $3,862iApproximate average salary by contribution assumption: employee only about $96,556 at 4% or $64,370 at 6%; with 50% employer match about $64,370 at 4% or $42,914 at 6%; with 100% employer match about $48,278 at 4% or $32,185 at 6%. |
| 2018 | 1 | 8 | $713,193 | $26,043 | $3,255iApproximate average salary by contribution assumption: employee only about $81,384 at 4% or $54,256 at 6%; with 50% employer match about $54,256 at 4% or $36,171 at 6%; with 100% employer match about $40,692 at 4% or $27,128 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 8 | $713,193 | $26,043 | $3,255iApproximate average salary by contribution assumption: employee only about $81,384 at 4% or $54,256 at 6%; with 50% employer match about $54,256 at 4% or $36,171 at 6%; with 100% employer match about $40,692 at 4% or $27,128 at 6%. |
| 2017 | 1 | 10 | $747,882 | $25,513 | $2,551iApproximate average salary by contribution assumption: employee only about $63,783 at 4% or $42,522 at 6%; with 50% employer match about $42,522 at 4% or $28,348 at 6%; with 100% employer match about $31,891 at 4% or $21,261 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 10 | $747,882 | $25,513 | $2,551iApproximate average salary by contribution assumption: employee only about $63,783 at 4% or $42,522 at 6%; with 50% employer match about $42,522 at 4% or $28,348 at 6%; with 100% employer match about $31,891 at 4% or $21,261 at 6%. |
| 2016 | 1 | 10 | $625,724 | $28,779 | $2,878iApproximate average salary by contribution assumption: employee only about $71,948 at 4% or $47,965 at 6%; with 50% employer match about $47,965 at 4% or $31,977 at 6%; with 100% employer match about $35,974 at 4% or $23,983 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 10 | $625,724 | $28,779 | $2,878iApproximate average salary by contribution assumption: employee only about $71,948 at 4% or $47,965 at 6%; with 50% employer match about $47,965 at 4% or $31,977 at 6%; with 100% employer match about $35,974 at 4% or $23,983 at 6%. |
| 2015 | 1 | 11 | $634,862 | $41,039 | $3,731iApproximate average salary by contribution assumption: employee only about $93,270 at 4% or $62,180 at 6%; with 50% employer match about $62,180 at 4% or $41,454 at 6%; with 100% employer match about $46,635 at 4% or $31,090 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 11 | $634,862 | $41,039 | $3,731iApproximate average salary by contribution assumption: employee only about $93,270 at 4% or $62,180 at 6%; with 50% employer match about $62,180 at 4% or $41,454 at 6%; with 100% employer match about $46,635 at 4% or $31,090 at 6%. |
| 2014 | 1 | 11 | $618,492 | $39,884 | $3,626iApproximate average salary by contribution assumption: employee only about $90,645 at 4% or $60,430 at 6%; with 50% employer match about $60,430 at 4% or $40,287 at 6%; with 100% employer match about $45,323 at 4% or $30,215 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 11 | $618,492 | $39,884 | $3,626iApproximate average salary by contribution assumption: employee only about $90,645 at 4% or $60,430 at 6%; with 50% employer match about $60,430 at 4% or $40,287 at 6%; with 100% employer match about $45,323 at 4% or $30,215 at 6%. |
| 2013 | 1 | 9 | $551,504 | $33,210 | $3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 9 | $551,504 | $33,210 | $3,690iApproximate average salary by contribution assumption: employee only about $92,250 at 4% or $61,500 at 6%; with 50% employer match about $61,500 at 4% or $41,000 at 6%; with 100% employer match about $46,125 at 4% or $30,750 at 6%. |
| 2012 | 1 | 14 | $488,875 | $44,637 | $3,188iApproximate average salary by contribution assumption: employee only about $79,709 at 4% or $53,139 at 6%; with 50% employer match about $53,139 at 4% or $35,426 at 6%; with 100% employer match about $39,854 at 4% or $26,570 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 14 | $488,875 | $44,637 | $3,188iApproximate average salary by contribution assumption: employee only about $79,709 at 4% or $53,139 at 6%; with 50% employer match about $53,139 at 4% or $35,426 at 6%; with 100% employer match about $39,854 at 4% or $26,570 at 6%. |
| 2011 | 1 | 14 | $402,850 | $28,227 | $2,016iApproximate average salary by contribution assumption: employee only about $50,405 at 4% or $33,604 at 6%; with 50% employer match about $33,604 at 4% or $22,402 at 6%; with 100% employer match about $25,203 at 4% or $16,802 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 14 | $402,850 | $28,227 | $2,016iApproximate average salary by contribution assumption: employee only about $50,405 at 4% or $33,604 at 6%; with 50% employer match about $33,604 at 4% or $22,402 at 6%; with 100% employer match about $25,203 at 4% or $16,802 at 6%. |
| 2010 | 1 | 10 | $442,527 | $29,754 | $2,975iApproximate average salary by contribution assumption: employee only about $74,385 at 4% or $49,590 at 6%; with 50% employer match about $49,590 at 4% or $33,060 at 6%; with 100% employer match about $37,193 at 4% or $24,795 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 10 | $442,527 | $29,754 | $2,975iApproximate average salary by contribution assumption: employee only about $74,385 at 4% or $49,590 at 6%; with 50% employer match about $49,590 at 4% or $33,060 at 6%; with 100% employer match about $37,193 at 4% or $24,795 at 6%. |
| 2009 | 1 | 11 | $415,538 | $45,002 | $4,091iApproximate average salary by contribution assumption: employee only about $102,277 at 4% or $68,185 at 6%; with 50% employer match about $68,185 at 4% or $45,457 at 6%; with 100% employer match about $51,139 at 4% or $34,092 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 11 | $415,538 | $45,002 | $4,091iApproximate average salary by contribution assumption: employee only about $102,277 at 4% or $68,185 at 6%; with 50% employer match about $68,185 at 4% or $45,457 at 6%; with 100% employer match about $51,139 at 4% or $34,092 at 6%. |
| 2008 | 1 | 16 | $298,808 | $85,249 | $5,328iApproximate average salary by contribution assumption: employee only about $133,202 at 4% or $88,801 at 6%; with 50% employer match about $88,801 at 4% or $59,201 at 6%; with 100% employer match about $66,601 at 4% or $44,401 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 16 | $298,808 | $85,249 | $5,328iApproximate average salary by contribution assumption: employee only about $133,202 at 4% or $88,801 at 6%; with 50% employer match about $88,801 at 4% or $59,201 at 6%; with 100% employer match about $66,601 at 4% or $44,401 at 6%. |
| 2007 | 1 | 18 | $0 | $0 | - |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 18 | - | - | - |
| 2006 | 1 | 17 | $507,679 | $108,256 | $6,368iApproximate average salary by contribution assumption: employee only about $159,200 at 4% or $106,133 at 6%; with 50% employer match about $106,133 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 17 | $507,679 | $108,256 | $6,368iApproximate average salary by contribution assumption: employee only about $159,200 at 4% or $106,133 at 6%; with 50% employer match about $106,133 at 4% or $70,756 at 6%; with 100% employer match about $79,600 at 4% or $53,067 at 6%. |
| 2005 | 1 | 13 | $385,723 | $63,429 | $4,879iApproximate average salary by contribution assumption: employee only about $121,979 at 4% or $81,319 at 6%; with 50% employer match about $81,319 at 4% or $54,213 at 6%; with 100% employer match about $60,989 at 4% or $40,660 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 13 | $385,723 | $63,429 | $4,879iApproximate average salary by contribution assumption: employee only about $121,979 at 4% or $81,319 at 6%; with 50% employer match about $81,319 at 4% or $54,213 at 6%; with 100% employer match about $60,989 at 4% or $40,660 at 6%. |
| 2004 | 1 | 13 | $417,872 | $64,994 | $5,000iApproximate average salary by contribution assumption: employee only about $124,988 at 4% or $83,326 at 6%; with 50% employer match about $83,326 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,663 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 13 | $417,872 | $64,994 | $5,000iApproximate average salary by contribution assumption: employee only about $124,988 at 4% or $83,326 at 6%; with 50% employer match about $83,326 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,663 at 6%. |
| 2003 | 1 | 14 | $349,829 | $70,068 | $5,005iApproximate average salary by contribution assumption: employee only about $125,121 at 4% or $83,414 at 6%; with 50% employer match about $83,414 at 4% or $55,610 at 6%; with 100% employer match about $62,561 at 4% or $41,707 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 14 | $349,829 | $70,068 | $5,005iApproximate average salary by contribution assumption: employee only about $125,121 at 4% or $83,414 at 6%; with 50% employer match about $83,414 at 4% or $55,610 at 6%; with 100% employer match about $62,561 at 4% or $41,707 at 6%. |
| 2002 | 1 | 24 | $259,612 | $83,391 | $3,475iApproximate average salary by contribution assumption: employee only about $86,866 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,955 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 24 | $259,612 | $83,391 | $3,475iApproximate average salary by contribution assumption: employee only about $86,866 at 4% or $57,910 at 6%; with 50% employer match about $57,910 at 4% or $38,607 at 6%; with 100% employer match about $43,433 at 4% or $28,955 at 6%. |
| 2001 | 1 | 25 | $0 | $0 | - |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 25 | - | - | - |
| 2000 | 1 | 13 | $143,767 | $47,998 | $3,692iApproximate average salary by contribution assumption: employee only about $92,304 at 4% or $61,536 at 6%; with 50% employer match about $61,536 at 4% or $41,024 at 6%; with 100% employer match about $46,152 at 4% or $30,768 at 6%. |
| C. Winchell Agency 401(K) Ps Plan & Trust | - | 13 | $143,767 | $47,998 | $3,692iApproximate average salary by contribution assumption: employee only about $92,304 at 4% or $61,536 at 6%; with 50% employer match about $61,536 at 4% or $41,024 at 6%; with 100% employer match about $46,152 at 4% or $30,768 at 6%. |