Civic Intelligence

Winter Capriola Zenner LLC

Plan context: Winter Capriola Zenner 401(K) Plan

EIN 27-4209658 • Atlanta, GA • 17 filings • 2 plans

One Securities Centre3490 Piedmont Road NE, Suite 800Atlanta, GA 30305
Current Snapshot

Latest Year

2024

2024 Participants

38

2024 Assets

$10,516,742

2024 Contributions

$596,408

Historical Graphs

Total Assets Over Time

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

$10,516,742$5,258,371$0201120182024YearValue
$10,516,742Latest year 2024

Participants Over Time

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

38190201120182024YearValue
38Latest 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
2024138$10,516,742$596,408$15,695iApproximate average salary by contribution assumption: employee only about $392,374 at 4% or $261,582 at 6%; with 50% employer match about $261,582 at 4% or $174,388 at 6%; with 100% employer match about $196,187 at 4% or $130,791 at 6%.
Winter Capriola Zenner 401(K) Plan-38$10,516,742$596,408$15,695iApproximate average salary by contribution assumption: employee only about $392,374 at 4% or $261,582 at 6%; with 50% employer match about $261,582 at 4% or $174,388 at 6%; with 100% employer match about $196,187 at 4% or $130,791 at 6%.
2023137$9,231,177$1,013,851$27,401iApproximate average salary by contribution assumption: employee only about $685,034 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,517 at 4% or $228,345 at 6%.
Winter Capriola Zenner 401(K) Plan-37$9,231,177$1,013,851$27,401iApproximate average salary by contribution assumption: employee only about $685,034 at 4% or $456,690 at 6%; with 50% employer match about $456,690 at 4% or $304,460 at 6%; with 100% employer match about $342,517 at 4% or $228,345 at 6%.
2022132$7,002,600$443,618$13,863iApproximate average salary by contribution assumption: employee only about $346,577 at 4% or $231,051 at 6%; with 50% employer match about $231,051 at 4% or $154,034 at 6%; with 100% employer match about $173,288 at 4% or $115,526 at 6%.
Winter Capriola Zenner 401(K) Plan-32$7,002,600$443,618$13,863iApproximate average salary by contribution assumption: employee only about $346,577 at 4% or $231,051 at 6%; with 50% employer match about $231,051 at 4% or $154,034 at 6%; with 100% employer match about $173,288 at 4% or $115,526 at 6%.
2021233$8,243,014$903,272$27,372iApproximate average salary by contribution assumption: employee only about $684,297 at 4% or $456,198 at 6%; with 50% employer match about $456,198 at 4% or $304,132 at 6%; with 100% employer match about $342,148 at 4% or $228,099 at 6%.
Winter Capriola Zenner 401(K) Plan-33$8,243,014$465,147$14,095iApproximate average salary by contribution assumption: employee only about $352,384 at 4% or $234,923 at 6%; with 50% employer match about $234,923 at 4% or $156,615 at 6%; with 100% employer match about $176,192 at 4% or $117,461 at 6%.
WINTER CAPRIOLA ZENNER, LLC GCF BENEFIT PLAN-0$0$438,125-
2020234$6,890,779$851,404$25,041iApproximate average salary by contribution assumption: employee only about $626,032 at 4% or $417,355 at 6%; with 50% employer match about $417,355 at 4% or $278,237 at 6%; with 100% employer match about $313,016 at 4% or $208,677 at 6%.
Winter Capriola Zenner 401(K) Plan-31$6,846,464$438,276$14,138iApproximate average salary by contribution assumption: employee only about $353,448 at 4% or $235,632 at 6%; with 50% employer match about $235,632 at 4% or $157,088 at 6%; with 100% employer match about $176,724 at 4% or $117,816 at 6%.
WINTER CAPRIOLA ZENNER, LLC GCF BENEFIT PLAN-34$44,315$413,128$12,151iApproximate average salary by contribution assumption: employee only about $303,771 at 4% or $202,514 at 6%; with 50% employer match about $202,514 at 4% or $135,009 at 6%; with 100% employer match about $151,885 at 4% or $101,257 at 6%.
2019231$5,489,129$505,143$16,295iApproximate average salary by contribution assumption: employee only about $407,373 at 4% or $271,582 at 6%; with 50% employer match about $271,582 at 4% or $181,055 at 6%; with 100% employer match about $203,687 at 4% or $135,791 at 6%.
Winter Capriola Zenner 401(K) Plan-26$5,473,932$408,320$15,705iApproximate average salary by contribution assumption: employee only about $392,615 at 4% or $261,744 at 6%; with 50% employer match about $261,744 at 4% or $174,496 at 6%; with 100% employer match about $196,308 at 4% or $130,872 at 6%.
WINTER CAPRIOLA ZENNER, LLC GCF BENEFIT PLAN-31$15,197$96,823$3,123iApproximate average salary by contribution assumption: employee only about $78,083 at 4% or $52,055 at 6%; with 50% employer match about $52,055 at 4% or $34,704 at 6%; with 100% employer match about $39,042 at 4% or $26,028 at 6%.
2018127$4,122,156$387,855$14,365iApproximate average salary by contribution assumption: employee only about $359,125 at 4% or $239,417 at 6%; with 50% employer match about $239,417 at 4% or $159,611 at 6%; with 100% employer match about $179,563 at 4% or $119,708 at 6%.
Winter Capriola Zenner 401(K) Plan-27$4,122,156$387,855$14,365iApproximate average salary by contribution assumption: employee only about $359,125 at 4% or $239,417 at 6%; with 50% employer match about $239,417 at 4% or $159,611 at 6%; with 100% employer match about $179,563 at 4% or $119,708 at 6%.
2017126$4,073,775$383,553$14,752iApproximate average salary by contribution assumption: employee only about $368,801 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,912 at 6%; with 100% employer match about $184,400 at 4% or $122,934 at 6%.
Winter Capriola Zenner 401(K) Plan-26$4,073,775$383,553$14,752iApproximate average salary by contribution assumption: employee only about $368,801 at 4% or $245,867 at 6%; with 50% employer match about $245,867 at 4% or $163,912 at 6%; with 100% employer match about $184,400 at 4% or $122,934 at 6%.
2016124$3,243,495$291,142$12,131iApproximate average salary by contribution assumption: employee only about $303,273 at 4% or $202,182 at 6%; with 50% employer match about $202,182 at 4% or $134,788 at 6%; with 100% employer match about $151,636 at 4% or $101,091 at 6%.
Winter Capriola Zenner 401(K) Plan-24$3,243,495$291,142$12,131iApproximate average salary by contribution assumption: employee only about $303,273 at 4% or $202,182 at 6%; with 50% employer match about $202,182 at 4% or $134,788 at 6%; with 100% employer match about $151,636 at 4% or $101,091 at 6%.
2015127$2,767,691$287,812$10,660iApproximate average salary by contribution assumption: employee only about $266,493 at 4% or $177,662 at 6%; with 50% employer match about $177,662 at 4% or $118,441 at 6%; with 100% employer match about $133,246 at 4% or $88,831 at 6%.
Winter Capriola Zenner 401(K) Plan-27$2,767,691$287,812$10,660iApproximate average salary by contribution assumption: employee only about $266,493 at 4% or $177,662 at 6%; with 50% employer match about $177,662 at 4% or $118,441 at 6%; with 100% employer match about $133,246 at 4% or $88,831 at 6%.
2014126$2,553,085$255,947$9,844iApproximate average salary by contribution assumption: employee only about $246,103 at 4% or $164,069 at 6%; with 50% employer match about $164,069 at 4% or $109,379 at 6%; with 100% employer match about $123,051 at 4% or $82,034 at 6%.
Winter Capriola Zenner 401(K) Plan-26$2,553,085$255,947$9,844iApproximate average salary by contribution assumption: employee only about $246,103 at 4% or $164,069 at 6%; with 50% employer match about $164,069 at 4% or $109,379 at 6%; with 100% employer match about $123,051 at 4% or $82,034 at 6%.
2013124$2,474,902$234,368$9,765iApproximate average salary by contribution assumption: employee only about $244,133 at 4% or $162,756 at 6%; with 50% employer match about $162,756 at 4% or $108,504 at 6%; with 100% employer match about $122,067 at 4% or $81,378 at 6%.
Winter Capriola Zenner 401(K) Plan-24$2,474,902$234,368$9,765iApproximate average salary by contribution assumption: employee only about $244,133 at 4% or $162,756 at 6%; with 50% employer match about $162,756 at 4% or $108,504 at 6%; with 100% employer match about $122,067 at 4% or $81,378 at 6%.
2012124$1,868,482$419,648$17,485iApproximate average salary by contribution assumption: employee only about $437,133 at 4% or $291,422 at 6%; with 50% employer match about $291,422 at 4% or $194,281 at 6%; with 100% employer match about $218,567 at 4% or $145,711 at 6%.
Winter Capriola Zenner 401(K) Plan-24$1,868,482$419,648$17,485iApproximate average salary by contribution assumption: employee only about $437,133 at 4% or $291,422 at 6%; with 50% employer match about $291,422 at 4% or $194,281 at 6%; with 100% employer match about $218,567 at 4% or $145,711 at 6%.
2011121$1,246,454$1,318,354$62,779iApproximate average salary by contribution assumption: employee only about $1,569,469 at 4% or $1,046,313 at 6%; with 50% employer match about $1,046,313 at 4% or $697,542 at 6%; with 100% employer match about $784,735 at 4% or $523,156 at 6%.
Winter Capriola Zenner 401(K) Plan-21$1,246,454$1,318,354$62,779iApproximate average salary by contribution assumption: employee only about $1,569,469 at 4% or $1,046,313 at 6%; with 50% employer match about $1,046,313 at 4% or $697,542 at 6%; with 100% employer match about $784,735 at 4% or $523,156 at 6%.