Civic Intelligence

Windsor Capital Management LLC

Plan context: Wcm 401(K) Plan

EIN 26-3954701 • Phoenix, AZ • 9 filings • 3 plans

20860 N. Tatum Blvd., #220Phoenix, AZ 85050
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$4,161,748

2024 Contributions

$351,678

Historical Graphs

Total Assets Over Time

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

$4,161,748$2,080,874$0201820212024YearValue
$4,161,748Latest year 2024

Participants Over Time

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

840201820212024YearValue
6Latest 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
202436$4,161,748$351,678$58,613iApproximate average salary by contribution assumption: employee only about $1,465,325 at 4% or $976,883 at 6%; with 50% employer match about $976,883 at 4% or $651,256 at 6%; with 100% employer match about $732,663 at 4% or $488,442 at 6%.
Wcm 401(K) Plan-6$1,433,002$112,207$18,701iApproximate average salary by contribution assumption: employee only about $467,529 at 4% or $311,686 at 6%; with 50% employer match about $311,686 at 4% or $207,791 at 6%; with 100% employer match about $233,765 at 4% or $155,843 at 6%.
Wcm 401(K) Plan-6$1,433,002$112,207$18,701iApproximate average salary by contribution assumption: employee only about $467,529 at 4% or $311,686 at 6%; with 50% employer match about $311,686 at 4% or $207,791 at 6%; with 100% employer match about $233,765 at 4% or $155,843 at 6%.
Wcm 401(K) Plan-6$1,295,744$127,264$21,211iApproximate average salary by contribution assumption: employee only about $530,267 at 4% or $353,511 at 6%; with 50% employer match about $353,511 at 4% or $235,674 at 6%; with 100% employer match about $265,133 at 4% or $176,756 at 6%.
202316$1,164,781$214,059$35,677iApproximate average salary by contribution assumption: employee only about $891,913 at 4% or $594,608 at 6%; with 50% employer match about $594,608 at 4% or $396,406 at 6%; with 100% employer match about $445,956 at 4% or $297,304 at 6%.
Wcm 401(K) Plan-6$1,164,781$214,059$35,677iApproximate average salary by contribution assumption: employee only about $891,913 at 4% or $594,608 at 6%; with 50% employer match about $594,608 at 4% or $396,406 at 6%; with 100% employer match about $445,956 at 4% or $297,304 at 6%.
202217$830,517$194,602$27,800iApproximate average salary by contribution assumption: employee only about $695,007 at 4% or $463,338 at 6%; with 50% employer match about $463,338 at 4% or $308,892 at 6%; with 100% employer match about $347,504 at 4% or $231,669 at 6%.
Wcm 401(K) Plan-7$830,517$194,602$27,800iApproximate average salary by contribution assumption: employee only about $695,007 at 4% or $463,338 at 6%; with 50% employer match about $463,338 at 4% or $308,892 at 6%; with 100% employer match about $347,504 at 4% or $231,669 at 6%.
202118$720,520$194,702$24,338iApproximate average salary by contribution assumption: employee only about $608,444 at 4% or $405,629 at 6%; with 50% employer match about $405,629 at 4% or $270,419 at 6%; with 100% employer match about $304,222 at 4% or $202,815 at 6%.
Wcm 401(K) Plan-8$720,520$194,702$24,338iApproximate average salary by contribution assumption: employee only about $608,444 at 4% or $405,629 at 6%; with 50% employer match about $405,629 at 4% or $270,419 at 6%; with 100% employer match about $304,222 at 4% or $202,815 at 6%.
202017$503,894$185,102$26,443iApproximate average salary by contribution assumption: employee only about $661,079 at 4% or $440,719 at 6%; with 50% employer match about $440,719 at 4% or $293,813 at 6%; with 100% employer match about $330,539 at 4% or $220,360 at 6%.
Wcm 401(K) Plan-7$503,894$185,102$26,443iApproximate average salary by contribution assumption: employee only about $661,079 at 4% or $440,719 at 6%; with 50% employer match about $440,719 at 4% or $293,813 at 6%; with 100% employer match about $330,539 at 4% or $220,360 at 6%.
201916$317,384$155,028$25,838iApproximate average salary by contribution assumption: employee only about $645,950 at 4% or $430,633 at 6%; with 50% employer match about $430,633 at 4% or $287,089 at 6%; with 100% employer match about $322,975 at 4% or $215,317 at 6%.
Wcm 401(K) Plan-6$317,384$155,028$25,838iApproximate average salary by contribution assumption: employee only about $645,950 at 4% or $430,633 at 6%; with 50% employer match about $430,633 at 4% or $287,089 at 6%; with 100% employer match about $322,975 at 4% or $215,317 at 6%.
201816$141,923$148,928$24,821iApproximate average salary by contribution assumption: employee only about $620,533 at 4% or $413,689 at 6%; with 50% employer match about $413,689 at 4% or $275,793 at 6%; with 100% employer match about $310,267 at 4% or $206,844 at 6%.
Wcm 401(K) Plan-6$141,923$148,928$24,821iApproximate average salary by contribution assumption: employee only about $620,533 at 4% or $413,689 at 6%; with 50% employer match about $413,689 at 4% or $275,793 at 6%; with 100% employer match about $310,267 at 4% or $206,844 at 6%.