Civic Intelligence

Windsor Advantage LLC

Plan context: Windsor Advantage 401(K) Plan

EIN 27-1826201 • Indianapolis, IN • 9 filings • 1 plans

320 North Meridian St.Suite 1101Indianapolis, IN 46204
Current Snapshot

Latest Year

2024

2024 Participants

87

2024 Assets

$2,264,080

2024 Contributions

$427,438

Historical Graphs

Total Assets Over Time

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

$2,264,080$1,132,040$0201620202023YearValue
$2,264,080Latest year 2023

Participants Over Time

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

92460201620202023YearValue
87Latest year 2023

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
202410$0$427,438-
Windsor Advantage 401(K) Plan-0$0$427,438-
2023187$2,264,080$568,276$6,532iApproximate average salary by contribution assumption: employee only about $163,298 at 4% or $108,865 at 6%; with 50% employer match about $108,865 at 4% or $72,577 at 6%; with 100% employer match about $81,649 at 4% or $54,433 at 6%.
Windsor Advantage 401(K) Plan-87$2,264,080$568,276$6,532iApproximate average salary by contribution assumption: employee only about $163,298 at 4% or $108,865 at 6%; with 50% employer match about $108,865 at 4% or $72,577 at 6%; with 100% employer match about $81,649 at 4% or $54,433 at 6%.
2022192$1,676,793$573,681$6,236iApproximate average salary by contribution assumption: employee only about $155,892 at 4% or $103,928 at 6%; with 50% employer match about $103,928 at 4% or $69,285 at 6%; with 100% employer match about $77,946 at 4% or $51,964 at 6%.
Windsor Advantage 401(K) Plan-92$1,676,793$573,681$6,236iApproximate average salary by contribution assumption: employee only about $155,892 at 4% or $103,928 at 6%; with 50% employer match about $103,928 at 4% or $69,285 at 6%; with 100% employer match about $77,946 at 4% or $51,964 at 6%.
2021169$1,805,397$441,914$6,405iApproximate average salary by contribution assumption: employee only about $160,114 at 4% or $106,743 at 6%; with 50% employer match about $106,743 at 4% or $71,162 at 6%; with 100% employer match about $80,057 at 4% or $53,371 at 6%.
Windsor Advantage 401(K) Plan-69$1,805,397$441,914$6,405iApproximate average salary by contribution assumption: employee only about $160,114 at 4% or $106,743 at 6%; with 50% employer match about $106,743 at 4% or $71,162 at 6%; with 100% employer match about $80,057 at 4% or $53,371 at 6%.
2020149$1,210,556$397,411$8,110iApproximate average salary by contribution assumption: employee only about $202,761 at 4% or $135,174 at 6%; with 50% employer match about $135,174 at 4% or $90,116 at 6%; with 100% employer match about $101,380 at 4% or $67,587 at 6%.
Windsor Advantage 401(K) Plan-49$1,210,556$397,411$8,110iApproximate average salary by contribution assumption: employee only about $202,761 at 4% or $135,174 at 6%; with 50% employer match about $135,174 at 4% or $90,116 at 6%; with 100% employer match about $101,380 at 4% or $67,587 at 6%.
2019128$694,543$173,417$6,193iApproximate average salary by contribution assumption: employee only about $154,837 at 4% or $103,224 at 6%; with 50% employer match about $103,224 at 4% or $68,816 at 6%; with 100% employer match about $77,418 at 4% or $51,612 at 6%.
Windsor Advantage 401(K) Plan-28$694,543$173,417$6,193iApproximate average salary by contribution assumption: employee only about $154,837 at 4% or $103,224 at 6%; with 50% employer match about $103,224 at 4% or $68,816 at 6%; with 100% employer match about $77,418 at 4% or $51,612 at 6%.
2018127$430,558$218,513$8,093iApproximate average salary by contribution assumption: employee only about $202,327 at 4% or $134,885 at 6%; with 50% employer match about $134,885 at 4% or $89,923 at 6%; with 100% employer match about $101,163 at 4% or $67,442 at 6%.
Windsor Advantage 401(K) Plan-27$430,558$218,513$8,093iApproximate average salary by contribution assumption: employee only about $202,327 at 4% or $134,885 at 6%; with 50% employer match about $134,885 at 4% or $89,923 at 6%; with 100% employer match about $101,163 at 4% or $67,442 at 6%.
2017126$251,264$170,472$6,557iApproximate average salary by contribution assumption: employee only about $163,915 at 4% or $109,277 at 6%; with 50% employer match about $109,277 at 4% or $72,851 at 6%; with 100% employer match about $81,958 at 4% or $54,638 at 6%.
Windsor Advantage 401(K) Plan-26$251,264$170,472$6,557iApproximate average salary by contribution assumption: employee only about $163,915 at 4% or $109,277 at 6%; with 50% employer match about $109,277 at 4% or $72,851 at 6%; with 100% employer match about $81,958 at 4% or $54,638 at 6%.
2016120$62,804$62,238$3,112iApproximate average salary by contribution assumption: employee only about $77,798 at 4% or $51,865 at 6%; with 50% employer match about $51,865 at 4% or $34,577 at 6%; with 100% employer match about $38,899 at 4% or $25,933 at 6%.
Windsor Advantage 401(K) Plan-20$62,804$62,238$3,112iApproximate average salary by contribution assumption: employee only about $77,798 at 4% or $51,865 at 6%; with 50% employer match about $51,865 at 4% or $34,577 at 6%; with 100% employer match about $38,899 at 4% or $25,933 at 6%.