Civic Intelligence

Winterset CPA Group

Plan context: Winterset CPA Group Inc 401K Plan

EIN 31-1746337 • 24 filings • 4 plans

Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$4,104,918

2024 Contributions

$77,483

Historical Graphs

Total Assets Over Time

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

$4,104,918$2,052,459$0200220142024YearValue
$4,104,918Latest year 2024

Participants Over Time

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

950200120132024YearValue
3Latest 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
202413$4,104,918$77,483$25,828iApproximate average salary by contribution assumption: employee only about $645,692 at 4% or $430,461 at 6%; with 50% employer match about $430,461 at 4% or $286,974 at 6%; with 100% employer match about $322,846 at 4% or $215,231 at 6%.
Winterset CPA Group Inc 401K Plan-3$4,104,918$77,483$25,828iApproximate average salary by contribution assumption: employee only about $645,692 at 4% or $430,461 at 6%; with 50% employer match about $430,461 at 4% or $286,974 at 6%; with 100% employer match about $322,846 at 4% or $215,231 at 6%.
202313$3,439,867$109,728$36,576iApproximate average salary by contribution assumption: employee only about $914,400 at 4% or $609,600 at 6%; with 50% employer match about $609,600 at 4% or $406,400 at 6%; with 100% employer match about $457,200 at 4% or $304,800 at 6%.
Winterset CPA Group Inc 401K Plan-3$3,439,867$109,728$36,576iApproximate average salary by contribution assumption: employee only about $914,400 at 4% or $609,600 at 6%; with 50% employer match about $609,600 at 4% or $406,400 at 6%; with 100% employer match about $457,200 at 4% or $304,800 at 6%.
202213$2,859,772$94,785$31,595iApproximate average salary by contribution assumption: employee only about $789,875 at 4% or $526,583 at 6%; with 50% employer match about $526,583 at 4% or $351,056 at 6%; with 100% employer match about $394,938 at 4% or $263,292 at 6%.
Winterset CPA Group Inc 401K Plan-3$2,859,772$94,785$31,595iApproximate average salary by contribution assumption: employee only about $789,875 at 4% or $526,583 at 6%; with 50% employer match about $526,583 at 4% or $351,056 at 6%; with 100% employer match about $394,938 at 4% or $263,292 at 6%.
202113$3,262,835$97,942$32,647iApproximate average salary by contribution assumption: employee only about $816,183 at 4% or $544,122 at 6%; with 50% employer match about $544,122 at 4% or $362,748 at 6%; with 100% employer match about $408,092 at 4% or $272,061 at 6%.
Winterset CPA Group Inc 401K Plan-3$3,262,835$97,942$32,647iApproximate average salary by contribution assumption: employee only about $816,183 at 4% or $544,122 at 6%; with 50% employer match about $544,122 at 4% or $362,748 at 6%; with 100% employer match about $408,092 at 4% or $272,061 at 6%.
202013$2,753,021$101,868$33,956iApproximate average salary by contribution assumption: employee only about $848,900 at 4% or $565,933 at 6%; with 50% employer match about $565,933 at 4% or $377,289 at 6%; with 100% employer match about $424,450 at 4% or $282,967 at 6%.
Winterset CPA Group Inc 401K Plan-3$2,753,021$101,868$33,956iApproximate average salary by contribution assumption: employee only about $848,900 at 4% or $565,933 at 6%; with 50% employer match about $565,933 at 4% or $377,289 at 6%; with 100% employer match about $424,450 at 4% or $282,967 at 6%.
201913$2,368,817$98,059$32,686iApproximate average salary by contribution assumption: employee only about $817,158 at 4% or $544,772 at 6%; with 50% employer match about $544,772 at 4% or $363,181 at 6%; with 100% employer match about $408,579 at 4% or $272,386 at 6%.
Winterset CPA Group Inc 401K Plan-3$2,368,817$98,059$32,686iApproximate average salary by contribution assumption: employee only about $817,158 at 4% or $544,772 at 6%; with 50% employer match about $544,772 at 4% or $363,181 at 6%; with 100% employer match about $408,579 at 4% or $272,386 at 6%.
201814$1,925,754$108,406$27,102iApproximate average salary by contribution assumption: employee only about $677,538 at 4% or $451,692 at 6%; with 50% employer match about $451,692 at 4% or $301,128 at 6%; with 100% employer match about $338,769 at 4% or $225,846 at 6%.
Winterset CPA Group Inc 401K Plan-4$1,925,754$108,406$27,102iApproximate average salary by contribution assumption: employee only about $677,538 at 4% or $451,692 at 6%; with 50% employer match about $451,692 at 4% or $301,128 at 6%; with 100% employer match about $338,769 at 4% or $225,846 at 6%.
201714$1,864,245$113,780$28,445iApproximate average salary by contribution assumption: employee only about $711,125 at 4% or $474,083 at 6%; with 50% employer match about $474,083 at 4% or $316,056 at 6%; with 100% employer match about $355,563 at 4% or $237,042 at 6%.
Winterset CPA Group Inc 401K Plan-4$1,864,245$113,780$28,445iApproximate average salary by contribution assumption: employee only about $711,125 at 4% or $474,083 at 6%; with 50% employer match about $474,083 at 4% or $316,056 at 6%; with 100% employer match about $355,563 at 4% or $237,042 at 6%.
201614$1,547,191$105,487$26,372iApproximate average salary by contribution assumption: employee only about $659,294 at 4% or $439,529 at 6%; with 50% employer match about $439,529 at 4% or $293,019 at 6%; with 100% employer match about $329,647 at 4% or $219,765 at 6%.
Winterset CPA Group Inc 401K Plan-4$1,547,191$105,487$26,372iApproximate average salary by contribution assumption: employee only about $659,294 at 4% or $439,529 at 6%; with 50% employer match about $439,529 at 4% or $293,019 at 6%; with 100% employer match about $329,647 at 4% or $219,765 at 6%.
201515$1,376,084$70,238$14,048iApproximate average salary by contribution assumption: employee only about $351,190 at 4% or $234,127 at 6%; with 50% employer match about $234,127 at 4% or $156,084 at 6%; with 100% employer match about $175,595 at 4% or $117,063 at 6%.
Winterset CPA Group Inc 401K Plan-5$1,376,084$70,238$14,048iApproximate average salary by contribution assumption: employee only about $351,190 at 4% or $234,127 at 6%; with 50% employer match about $234,127 at 4% or $156,084 at 6%; with 100% employer match about $175,595 at 4% or $117,063 at 6%.
201415$1,280,815$65,516$13,103iApproximate average salary by contribution assumption: employee only about $327,580 at 4% or $218,387 at 6%; with 50% employer match about $218,387 at 4% or $145,591 at 6%; with 100% employer match about $163,790 at 4% or $109,193 at 6%.
Winterset CPA Group Inc 401K Plan-5$1,280,815$65,516$13,103iApproximate average salary by contribution assumption: employee only about $327,580 at 4% or $218,387 at 6%; with 50% employer match about $218,387 at 4% or $145,591 at 6%; with 100% employer match about $163,790 at 4% or $109,193 at 6%.
201315$1,137,761$56,504$11,301iApproximate average salary by contribution assumption: employee only about $282,520 at 4% or $188,347 at 6%; with 50% employer match about $188,347 at 4% or $125,564 at 6%; with 100% employer match about $141,260 at 4% or $94,173 at 6%.
Winterset CPA Group Inc 401K Plan-5$1,137,761$56,504$11,301iApproximate average salary by contribution assumption: employee only about $282,520 at 4% or $188,347 at 6%; with 50% employer match about $188,347 at 4% or $125,564 at 6%; with 100% employer match about $141,260 at 4% or $94,173 at 6%.
201215$912,237$112,114$22,423iApproximate average salary by contribution assumption: employee only about $560,570 at 4% or $373,713 at 6%; with 50% employer match about $373,713 at 4% or $249,142 at 6%; with 100% employer match about $280,285 at 4% or $186,857 at 6%.
Winterset CPA Group Inc 401K Plan-5$912,237$112,114$22,423iApproximate average salary by contribution assumption: employee only about $560,570 at 4% or $373,713 at 6%; with 50% employer match about $373,713 at 4% or $249,142 at 6%; with 100% employer match about $280,285 at 4% or $186,857 at 6%.
201115$775,362$58,198$11,640iApproximate average salary by contribution assumption: employee only about $290,990 at 4% or $193,993 at 6%; with 50% employer match about $193,993 at 4% or $129,329 at 6%; with 100% employer match about $145,495 at 4% or $96,997 at 6%.
Winterset CPA Group Inc 401K Plan-5$775,362$58,198$11,640iApproximate average salary by contribution assumption: employee only about $290,990 at 4% or $193,993 at 6%; with 50% employer match about $193,993 at 4% or $129,329 at 6%; with 100% employer match about $145,495 at 4% or $96,997 at 6%.
201016$786,843$42,088$7,015iApproximate average salary by contribution assumption: employee only about $175,367 at 4% or $116,911 at 6%; with 50% employer match about $116,911 at 4% or $77,941 at 6%; with 100% employer match about $87,683 at 4% or $58,456 at 6%.
Winterset CPA Group Inc 401K Plan-6$786,843$42,088$7,015iApproximate average salary by contribution assumption: employee only about $175,367 at 4% or $116,911 at 6%; with 50% employer match about $116,911 at 4% or $77,941 at 6%; with 100% employer match about $87,683 at 4% or $58,456 at 6%.
200916$672,879$65,466$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
Winterset CPA Group Inc 401K Plan-6$672,879$65,466$10,911iApproximate average salary by contribution assumption: employee only about $272,775 at 4% or $181,850 at 6%; with 50% employer match about $181,850 at 4% or $121,233 at 6%; with 100% employer match about $136,388 at 4% or $90,925 at 6%.
200817$0$0-
Winterset CPA Group Inc 401K Plan-7---
200717$0$0-
Winterset CPA Group Inc 401K Plan-7---
200617$483,629$68,680$9,811iApproximate average salary by contribution assumption: employee only about $245,286 at 4% or $163,524 at 6%; with 50% employer match about $163,524 at 4% or $109,016 at 6%; with 100% employer match about $122,643 at 4% or $81,762 at 6%.
Winterset CPA Group Inc 401K Plan-7$483,629$68,680$9,811iApproximate average salary by contribution assumption: employee only about $245,286 at 4% or $163,524 at 6%; with 50% employer match about $163,524 at 4% or $109,016 at 6%; with 100% employer match about $122,643 at 4% or $81,762 at 6%.
200519$393,944$75,002$8,334iApproximate average salary by contribution assumption: employee only about $208,339 at 4% or $138,893 at 6%; with 50% employer match about $138,893 at 4% or $92,595 at 6%; with 100% employer match about $104,169 at 4% or $69,446 at 6%.
Winterset CPA Group Inc 401K Plan-9$393,944$75,002$8,334iApproximate average salary by contribution assumption: employee only about $208,339 at 4% or $138,893 at 6%; with 50% employer match about $138,893 at 4% or $92,595 at 6%; with 100% employer match about $104,169 at 4% or $69,446 at 6%.
200416$353,943$76,710$12,785iApproximate average salary by contribution assumption: employee only about $319,625 at 4% or $213,083 at 6%; with 50% employer match about $213,083 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
Winterset CPA Group Inc 401K Plan-6$353,943$76,710$12,785iApproximate average salary by contribution assumption: employee only about $319,625 at 4% or $213,083 at 6%; with 50% employer match about $213,083 at 4% or $142,056 at 6%; with 100% employer match about $159,813 at 4% or $106,542 at 6%.
200317$266,782$35,640$5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%.
Winterset CPA Group Inc 401K Plan-7$266,782$35,640$5,091iApproximate average salary by contribution assumption: employee only about $127,286 at 4% or $84,857 at 6%; with 50% employer match about $84,857 at 4% or $56,571 at 6%; with 100% employer match about $63,643 at 4% or $42,429 at 6%.
200218$199,730$30,095$3,762iApproximate average salary by contribution assumption: employee only about $94,047 at 4% or $62,698 at 6%; with 50% employer match about $62,698 at 4% or $41,799 at 6%; with 100% employer match about $47,023 at 4% or $31,349 at 6%.
Winterset CPA Group Inc 401K Plan-8$199,730$30,095$3,762iApproximate average salary by contribution assumption: employee only about $94,047 at 4% or $62,698 at 6%; with 50% employer match about $62,698 at 4% or $41,799 at 6%; with 100% employer match about $47,023 at 4% or $31,349 at 6%.
200117$0$0-
Winterset CPA Group Inc 401K Plan-7---