Winfree & Associates
Plan context: Winfree & Associates Soca Benefit Plan
EIN 31-1394072 • Pickerington, OH • 8 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$7,171
2024 Contributions
$16,646
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 2 | $7,171 | $16,646 | $8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 2 | $7,171 | $16,646 | $8,323iApproximate average salary by contribution assumption: employee only about $208,075 at 4% or $138,717 at 6%; with 50% employer match about $138,717 at 4% or $92,478 at 6%; with 100% employer match about $104,038 at 4% or $69,358 at 6%. |
| 2023 | 1 | 3 | $6,230 | $22,703 | $7,568iApproximate average salary by contribution assumption: employee only about $189,192 at 4% or $126,128 at 6%; with 50% employer match about $126,128 at 4% or $84,085 at 6%; with 100% employer match about $94,596 at 4% or $63,064 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 3 | $6,230 | $22,703 | $7,568iApproximate average salary by contribution assumption: employee only about $189,192 at 4% or $126,128 at 6%; with 50% employer match about $126,128 at 4% or $84,085 at 6%; with 100% employer match about $94,596 at 4% or $63,064 at 6%. |
| 2022 | 1 | 4 | $6,238 | $29,830 | $7,458iApproximate average salary by contribution assumption: employee only about $186,438 at 4% or $124,292 at 6%; with 50% employer match about $124,292 at 4% or $82,861 at 6%; with 100% employer match about $93,219 at 4% or $62,146 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 4 | $6,238 | $29,830 | $7,458iApproximate average salary by contribution assumption: employee only about $186,438 at 4% or $124,292 at 6%; with 50% employer match about $124,292 at 4% or $82,861 at 6%; with 100% employer match about $93,219 at 4% or $62,146 at 6%. |
| 2021 | 1 | 4 | $4,351 | $31,950 | $7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,125 at 6%; with 50% employer match about $133,125 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 4 | $4,351 | $31,950 | $7,988iApproximate average salary by contribution assumption: employee only about $199,688 at 4% or $133,125 at 6%; with 50% employer match about $133,125 at 4% or $88,750 at 6%; with 100% employer match about $99,844 at 4% or $66,563 at 6%. |
| 2020 | 1 | 4 | $3,032 | $30,062 | $7,516iApproximate average salary by contribution assumption: employee only about $187,888 at 4% or $125,258 at 6%; with 50% employer match about $125,258 at 4% or $83,506 at 6%; with 100% employer match about $93,944 at 4% or $62,629 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 4 | $3,032 | $30,062 | $7,516iApproximate average salary by contribution assumption: employee only about $187,888 at 4% or $125,258 at 6%; with 50% employer match about $125,258 at 4% or $83,506 at 6%; with 100% employer match about $93,944 at 4% or $62,629 at 6%. |
| 2019 | 1 | 5 | $1,434 | $10,810 | $2,162iApproximate average salary by contribution assumption: employee only about $54,050 at 4% or $36,033 at 6%; with 50% employer match about $36,033 at 4% or $24,022 at 6%; with 100% employer match about $27,025 at 4% or $18,017 at 6%. |
| Winfree & Associates Soca Benefit Plan | - | 5 | $1,434 | $10,810 | $2,162iApproximate average salary by contribution assumption: employee only about $54,050 at 4% or $36,033 at 6%; with 50% employer match about $36,033 at 4% or $24,022 at 6%; with 100% employer match about $27,025 at 4% or $18,017 at 6%. |
| 2015 | 1 | 0 | $0 | $2,956 | - |
| Winfree & Associates Inc 401(K) Plan | - | 0 | $0 | $2,956 | - |
| 2014 | 1 | 0 | $177,280 | $27,900 | - |
| Winfree & Associates Inc 401(K) Plan | - | 0 | $177,280 | $27,900 | - |