Civic Intelligence

Windsor Financial Group Inc.

Plan context: Windsor Financial Group Inc. 401(K) P/S Plan

EIN 26-1648246 • Leawood, KS • 17 filings • 2 plans

4701 College BoulevardSuite 212Leawood, KS 66211
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$2,392,928

2024 Contributions

$92,559

Historical Graphs

Total Assets Over Time

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

$2,392,928$1,196,464$0200820162024YearValue
$2,392,928Latest year 2024

Participants Over Time

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

840200820162024YearValue
8Latest 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
202418$2,392,928$92,559$11,570iApproximate average salary by contribution assumption: employee only about $289,247 at 4% or $192,831 at 6%; with 50% employer match about $192,831 at 4% or $128,554 at 6%; with 100% employer match about $144,623 at 4% or $96,416 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-8$2,392,928$92,559$11,570iApproximate average salary by contribution assumption: employee only about $289,247 at 4% or $192,831 at 6%; with 50% employer match about $192,831 at 4% or $128,554 at 6%; with 100% employer match about $144,623 at 4% or $96,416 at 6%.
202318$1,956,052$78,613$9,827iApproximate average salary by contribution assumption: employee only about $245,666 at 4% or $163,777 at 6%; with 50% employer match about $163,777 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-8$1,956,052$78,613$9,827iApproximate average salary by contribution assumption: employee only about $245,666 at 4% or $163,777 at 6%; with 50% employer match about $163,777 at 4% or $109,185 at 6%; with 100% employer match about $122,833 at 4% or $81,889 at 6%.
202216$1,518,630$64,652$10,775iApproximate average salary by contribution assumption: employee only about $269,383 at 4% or $179,589 at 6%; with 50% employer match about $179,589 at 4% or $119,726 at 6%; with 100% employer match about $134,692 at 4% or $89,794 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$1,518,630$64,652$10,775iApproximate average salary by contribution assumption: employee only about $269,383 at 4% or $179,589 at 6%; with 50% employer match about $179,589 at 4% or $119,726 at 6%; with 100% employer match about $134,692 at 4% or $89,794 at 6%.
202116$1,864,677$62,666$10,444iApproximate average salary by contribution assumption: employee only about $261,108 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$1,864,677$62,666$10,444iApproximate average salary by contribution assumption: employee only about $261,108 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
202016$1,559,689$61,575$10,263iApproximate average salary by contribution assumption: employee only about $256,563 at 4% or $171,042 at 6%; with 50% employer match about $171,042 at 4% or $114,028 at 6%; with 100% employer match about $128,281 at 4% or $85,521 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$1,559,689$61,575$10,263iApproximate average salary by contribution assumption: employee only about $256,563 at 4% or $171,042 at 6%; with 50% employer match about $171,042 at 4% or $114,028 at 6%; with 100% employer match about $128,281 at 4% or $85,521 at 6%.
201916$1,194,795$59,046$9,841iApproximate average salary by contribution assumption: employee only about $246,025 at 4% or $164,017 at 6%; with 50% employer match about $164,017 at 4% or $109,344 at 6%; with 100% employer match about $123,013 at 4% or $82,008 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$1,194,795$59,046$9,841iApproximate average salary by contribution assumption: employee only about $246,025 at 4% or $164,017 at 6%; with 50% employer match about $164,017 at 4% or $109,344 at 6%; with 100% employer match about $123,013 at 4% or $82,008 at 6%.
201816$893,713$56,839$9,473iApproximate average salary by contribution assumption: employee only about $236,829 at 4% or $157,886 at 6%; with 50% employer match about $157,886 at 4% or $105,257 at 6%; with 100% employer match about $118,415 at 4% or $78,943 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$893,713$56,839$9,473iApproximate average salary by contribution assumption: employee only about $236,829 at 4% or $157,886 at 6%; with 50% employer match about $157,886 at 4% or $105,257 at 6%; with 100% employer match about $118,415 at 4% or $78,943 at 6%.
201716$921,365$55,615$9,269iApproximate average salary by contribution assumption: employee only about $231,729 at 4% or $154,486 at 6%; with 50% employer match about $154,486 at 4% or $102,991 at 6%; with 100% employer match about $115,865 at 4% or $77,243 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$921,365$55,615$9,269iApproximate average salary by contribution assumption: employee only about $231,729 at 4% or $154,486 at 6%; with 50% employer match about $154,486 at 4% or $102,991 at 6%; with 100% employer match about $115,865 at 4% or $77,243 at 6%.
201616$678,891$55,562$9,260iApproximate average salary by contribution assumption: employee only about $231,508 at 4% or $154,339 at 6%; with 50% employer match about $154,339 at 4% or $102,893 at 6%; with 100% employer match about $115,754 at 4% or $77,169 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$678,891$55,562$9,260iApproximate average salary by contribution assumption: employee only about $231,508 at 4% or $154,339 at 6%; with 50% employer match about $154,339 at 4% or $102,893 at 6%; with 100% employer match about $115,754 at 4% or $77,169 at 6%.
201516$584,953$55,324$9,221iApproximate average salary by contribution assumption: employee only about $230,517 at 4% or $153,678 at 6%; with 50% employer match about $153,678 at 4% or $102,452 at 6%; with 100% employer match about $115,258 at 4% or $76,839 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$584,953$55,324$9,221iApproximate average salary by contribution assumption: employee only about $230,517 at 4% or $153,678 at 6%; with 50% employer match about $153,678 at 4% or $102,452 at 6%; with 100% employer match about $115,258 at 4% or $76,839 at 6%.
201416$524,301$55,016$9,169iApproximate average salary by contribution assumption: employee only about $229,233 at 4% or $152,822 at 6%; with 50% employer match about $152,822 at 4% or $101,881 at 6%; with 100% employer match about $114,617 at 4% or $76,411 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-6$524,301$55,016$9,169iApproximate average salary by contribution assumption: employee only about $229,233 at 4% or $152,822 at 6%; with 50% employer match about $152,822 at 4% or $101,881 at 6%; with 100% employer match about $114,617 at 4% or $76,411 at 6%.
201315$451,360$35,457$7,091iApproximate average salary by contribution assumption: employee only about $177,285 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,793 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-5$451,360$35,457$7,091iApproximate average salary by contribution assumption: employee only about $177,285 at 4% or $118,190 at 6%; with 50% employer match about $118,190 at 4% or $78,793 at 6%; with 100% employer match about $88,643 at 4% or $59,095 at 6%.
201215$401,526$69,876$13,975iApproximate average salary by contribution assumption: employee only about $349,380 at 4% or $232,920 at 6%; with 50% employer match about $232,920 at 4% or $155,280 at 6%; with 100% employer match about $174,690 at 4% or $116,460 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-5$401,526$69,876$13,975iApproximate average salary by contribution assumption: employee only about $349,380 at 4% or $232,920 at 6%; with 50% employer match about $232,920 at 4% or $155,280 at 6%; with 100% employer match about $174,690 at 4% or $116,460 at 6%.
201115$274,771$72,951$14,590iApproximate average salary by contribution assumption: employee only about $364,755 at 4% or $243,170 at 6%; with 50% employer match about $243,170 at 4% or $162,113 at 6%; with 100% employer match about $182,378 at 4% or $121,585 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-5$274,771$72,951$14,590iApproximate average salary by contribution assumption: employee only about $364,755 at 4% or $243,170 at 6%; with 50% employer match about $243,170 at 4% or $162,113 at 6%; with 100% employer match about $182,378 at 4% or $121,585 at 6%.
201015$225,211$73,172$14,634iApproximate average salary by contribution assumption: employee only about $365,860 at 4% or $243,907 at 6%; with 50% employer match about $243,907 at 4% or $162,604 at 6%; with 100% employer match about $182,930 at 4% or $121,953 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-5$225,211$73,172$14,634iApproximate average salary by contribution assumption: employee only about $365,860 at 4% or $243,907 at 6%; with 50% employer match about $243,907 at 4% or $162,604 at 6%; with 100% employer match about $182,930 at 4% or $121,953 at 6%.
200914$279,626$52,409$13,102iApproximate average salary by contribution assumption: employee only about $327,556 at 4% or $218,371 at 6%; with 50% employer match about $218,371 at 4% or $145,581 at 6%; with 100% employer match about $163,778 at 4% or $109,185 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-4$279,626$52,409$13,102iApproximate average salary by contribution assumption: employee only about $327,556 at 4% or $218,371 at 6%; with 50% employer match about $218,371 at 4% or $145,581 at 6%; with 100% employer match about $163,778 at 4% or $109,185 at 6%.
200814$159,432$66,399$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.
Windsor Financial Group Inc. 401(K) P/S Plan-4$159,432$66,399$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.