Windsor Investments Inc.
Plan context: Windsor Investments Inc. Profit Sharing Plan
EIN 33-0006897 • Orange, CA • 17 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
1
2024 Assets
$411,898
2024 Contributions
$305,000
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 | 1 | $411,898 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 1 | $411,898 | - | - |
| 2023 | 2 | 1 | $1,189,882 | $0 | - |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 1 | $766,011 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 1 | $423,871 | - | - |
| 2022 | 2 | 2 | $1,091,941 | $305,000 | $152,500iApproximate average salary by contribution assumption: employee only about $3,812,500 at 4% or $2,541,667 at 6%; with 50% employer match about $2,541,667 at 4% or $1,694,444 at 6%; with 100% employer match about $1,906,250 at 4% or $1,270,833 at 6%. |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 2 | $718,336 | $305,000 | $152,500iApproximate average salary by contribution assumption: employee only about $3,812,500 at 4% or $2,541,667 at 6%; with 50% employer match about $2,541,667 at 4% or $1,694,444 at 6%; with 100% employer match about $1,906,250 at 4% or $1,270,833 at 6%. |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | $373,605 | - | - |
| 2021 | 2 | 2 | $816,197 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 2 | $437,467 | $110,000 | $55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%. |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | $378,730 | - | - |
| 2020 | 2 | 2 | $855,723 | $56,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | $444,858 | - | - |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 2 | $410,865 | $56,000 | $28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%. |
| 2019 | 2 | 2 | $726,721 | $51,140 | $25,570iApproximate average salary by contribution assumption: employee only about $639,250 at 4% or $426,167 at 6%; with 50% employer match about $426,167 at 4% or $284,111 at 6%; with 100% employer match about $319,625 at 4% or $213,083 at 6%. |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | $391,171 | - | - |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 2 | $335,550 | $51,140 | $25,570iApproximate average salary by contribution assumption: employee only about $639,250 at 4% or $426,167 at 6%; with 50% employer match about $426,167 at 4% or $284,111 at 6%; with 100% employer match about $319,625 at 4% or $213,083 at 6%. |
| 2018 | 2 | 2 | $282,000 | $282,000 | $141,000iApproximate average salary by contribution assumption: employee only about $3,525,000 at 4% or $2,350,000 at 6%; with 50% employer match about $2,350,000 at 4% or $1,566,667 at 6%; with 100% employer match about $1,762,500 at 4% or $1,175,000 at 6%. |
| WINDSOR INVESTMENTS INC. CASH BALANCE PLAN | - | 2 | $282,000 | $282,000 | $141,000iApproximate average salary by contribution assumption: employee only about $3,525,000 at 4% or $2,350,000 at 6%; with 50% employer match about $2,350,000 at 4% or $1,566,667 at 6%; with 100% employer match about $1,762,500 at 4% or $1,175,000 at 6%. |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2017 | 1 | 0 | $0 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2016 | 1 | 0 | $0 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2015 | 1 | 2 | $0 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | - | - | - |
| 2014 | 1 | 2 | $293,486 | $0 | - |
| Windsor Investments Inc. Profit Sharing Plan | - | 2 | $293,486 | - | - |