Civic Intelligence

Lehigh Valley Financial Group

Plan context: WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN

EIN 23-2842067 • Horsham, PA • 19 filings • 3 plans

220 Gibraltar Road, Suite 350Horsham, PA 19044
Current Snapshot

Latest Year

2017

2017 Participants

13

2017 Assets

$1,297,036

2017 Contributions

$265,300

Historical Graphs

Total Assets Over Time

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

$1,297,036$648,518$0199920082017YearValue
$1,297,036Latest year 2017

Participants Over Time

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

1470199920072017YearValue
13Latest year 2017

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
2017113$1,297,036$265,300$20,408iApproximate average salary by contribution assumption: employee only about $510,192 at 4% or $340,128 at 6%; with 50% employer match about $340,128 at 4% or $226,752 at 6%; with 100% employer match about $255,096 at 4% or $170,064 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-13$1,297,036$265,300$20,408iApproximate average salary by contribution assumption: employee only about $510,192 at 4% or $340,128 at 6%; with 50% employer match about $340,128 at 4% or $226,752 at 6%; with 100% employer match about $255,096 at 4% or $170,064 at 6%.
2016112$865,487$123,002$10,250iApproximate average salary by contribution assumption: employee only about $256,254 at 4% or $170,836 at 6%; with 50% employer match about $170,836 at 4% or $113,891 at 6%; with 100% employer match about $128,127 at 4% or $85,418 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-12$865,487$123,002$10,250iApproximate average salary by contribution assumption: employee only about $256,254 at 4% or $170,836 at 6%; with 50% employer match about $170,836 at 4% or $113,891 at 6%; with 100% employer match about $128,127 at 4% or $85,418 at 6%.
2015113$710,441$148,145$11,396iApproximate average salary by contribution assumption: employee only about $284,894 at 4% or $189,929 at 6%; with 50% employer match about $189,929 at 4% or $126,620 at 6%; with 100% employer match about $142,447 at 4% or $94,965 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-13$710,441$148,145$11,396iApproximate average salary by contribution assumption: employee only about $284,894 at 4% or $189,929 at 6%; with 50% employer match about $189,929 at 4% or $126,620 at 6%; with 100% employer match about $142,447 at 4% or $94,965 at 6%.
2014114$608,089$102,489$7,321iApproximate average salary by contribution assumption: employee only about $183,016 at 4% or $122,011 at 6%; with 50% employer match about $122,011 at 4% or $81,340 at 6%; with 100% employer match about $91,508 at 4% or $61,005 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-14$608,089$102,489$7,321iApproximate average salary by contribution assumption: employee only about $183,016 at 4% or $122,011 at 6%; with 50% employer match about $122,011 at 4% or $81,340 at 6%; with 100% employer match about $91,508 at 4% or $61,005 at 6%.
2013111$481,531$94,213$8,565iApproximate average salary by contribution assumption: employee only about $214,120 at 4% or $142,747 at 6%; with 50% employer match about $142,747 at 4% or $95,165 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-11$481,531$94,213$8,565iApproximate average salary by contribution assumption: employee only about $214,120 at 4% or $142,747 at 6%; with 50% employer match about $142,747 at 4% or $95,165 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
201219$329,390$316,955$35,217iApproximate average salary by contribution assumption: employee only about $880,431 at 4% or $586,954 at 6%; with 50% employer match about $586,954 at 4% or $391,302 at 6%; with 100% employer match about $440,215 at 4% or $293,477 at 6%.
WINDSOR FINANCIAL GROUP 401(K) RETIREMENT PLAN-9$329,390$316,955$35,217iApproximate average salary by contribution assumption: employee only about $880,431 at 4% or $586,954 at 6%; with 50% employer match about $586,954 at 4% or $391,302 at 6%; with 100% employer match about $440,215 at 4% or $293,477 at 6%.
201010$0$0-
Walter Wolak, Clu, Chfc 401K Plan-0$0--
2009111$469,582$52,246$4,750iApproximate average salary by contribution assumption: employee only about $118,741 at 4% or $79,161 at 6%; with 50% employer match about $79,161 at 4% or $52,774 at 6%; with 100% employer match about $59,370 at 4% or $39,580 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-11$469,582$52,246$4,750iApproximate average salary by contribution assumption: employee only about $118,741 at 4% or $79,161 at 6%; with 50% employer match about $79,161 at 4% or $52,774 at 6%; with 100% employer match about $59,370 at 4% or $39,580 at 6%.
2008112$382,224$91,286$7,607iApproximate average salary by contribution assumption: employee only about $190,179 at 4% or $126,786 at 6%; with 50% employer match about $126,786 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-12$382,224$91,286$7,607iApproximate average salary by contribution assumption: employee only about $190,179 at 4% or $126,786 at 6%; with 50% employer match about $126,786 at 4% or $84,524 at 6%; with 100% employer match about $95,090 at 4% or $63,393 at 6%.
2007113$473,825$85,412$6,570iApproximate average salary by contribution assumption: employee only about $164,254 at 4% or $109,503 at 6%; with 50% employer match about $109,503 at 4% or $73,002 at 6%; with 100% employer match about $82,127 at 4% or $54,751 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-13$473,825$85,412$6,570iApproximate average salary by contribution assumption: employee only about $164,254 at 4% or $109,503 at 6%; with 50% employer match about $109,503 at 4% or $73,002 at 6%; with 100% employer match about $82,127 at 4% or $54,751 at 6%.
2006114$365,178$84,993$6,071iApproximate average salary by contribution assumption: employee only about $151,773 at 4% or $101,182 at 6%; with 50% employer match about $101,182 at 4% or $67,455 at 6%; with 100% employer match about $75,887 at 4% or $50,591 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-14$365,178$84,993$6,071iApproximate average salary by contribution assumption: employee only about $151,773 at 4% or $101,182 at 6%; with 50% employer match about $101,182 at 4% or $67,455 at 6%; with 100% employer match about $75,887 at 4% or $50,591 at 6%.
2005112$273,529$63,485$5,290iApproximate average salary by contribution assumption: employee only about $132,260 at 4% or $88,174 at 6%; with 50% employer match about $88,174 at 4% or $58,782 at 6%; with 100% employer match about $66,130 at 4% or $44,087 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-12$273,529$63,485$5,290iApproximate average salary by contribution assumption: employee only about $132,260 at 4% or $88,174 at 6%; with 50% employer match about $88,174 at 4% or $58,782 at 6%; with 100% employer match about $66,130 at 4% or $44,087 at 6%.
2004112$205,470$51,015$4,251iApproximate average salary by contribution assumption: employee only about $106,281 at 4% or $70,854 at 6%; with 50% employer match about $70,854 at 4% or $47,236 at 6%; with 100% employer match about $53,141 at 4% or $35,427 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-12$205,470$51,015$4,251iApproximate average salary by contribution assumption: employee only about $106,281 at 4% or $70,854 at 6%; with 50% employer match about $70,854 at 4% or $47,236 at 6%; with 100% employer match about $53,141 at 4% or $35,427 at 6%.
2003113$150,204$44,555$3,427iApproximate average salary by contribution assumption: employee only about $85,683 at 4% or $57,122 at 6%; with 50% employer match about $57,122 at 4% or $38,081 at 6%; with 100% employer match about $42,841 at 4% or $28,561 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-13$150,204$44,555$3,427iApproximate average salary by contribution assumption: employee only about $85,683 at 4% or $57,122 at 6%; with 50% employer match about $57,122 at 4% or $38,081 at 6%; with 100% employer match about $42,841 at 4% or $28,561 at 6%.
2002212$85,907$43,010$3,584iApproximate average salary by contribution assumption: employee only about $89,604 at 4% or $59,736 at 6%; with 50% employer match about $59,736 at 4% or $39,824 at 6%; with 100% employer match about $44,802 at 4% or $29,868 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-12$85,907$43,010$3,584iApproximate average salary by contribution assumption: employee only about $89,604 at 4% or $59,736 at 6%; with 50% employer match about $59,736 at 4% or $39,824 at 6%; with 100% employer match about $44,802 at 4% or $29,868 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-12---
2001110$0$0-
Walter Wolak, Clu, Chfc 401K Plan-10---
2000111$53,660$12,529$1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-11$53,660$12,529$1,139iApproximate average salary by contribution assumption: employee only about $28,475 at 4% or $18,983 at 6%; with 50% employer match about $18,983 at 4% or $12,656 at 6%; with 100% employer match about $14,238 at 4% or $9,492 at 6%.
1999110$51,680$11,635$1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%.
Walter Wolak, Clu, Chfc 401K Plan-10$51,680$11,635$1,164iApproximate average salary by contribution assumption: employee only about $29,088 at 4% or $19,392 at 6%; with 50% employer match about $19,392 at 4% or $12,928 at 6%; with 100% employer match about $14,544 at 4% or $9,696 at 6%.