Civic Intelligence

Windsor Financial Services Inc.

Plan context: Windsor Financial Services Inc. 401K Plan

EIN 35-1691204 • Indianapolis, IN • 32 filings • 4 plans

500 East 96th StreetSuite 450Indianapolis, IN 46240
Current Snapshot

Latest Year

2023

2023 Participants

14

2023 Assets

$10,560,569

2023 Contributions

$321,854

Historical Graphs

Total Assets Over Time

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

$12,006,298$6,003,149$0199920112022YearValue
$10,560,569Latest year 2022

Participants Over Time

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

1470199920112022YearValue
14Latest year 2022

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
202310$0$0-
Windsor Financial Services Inc. 401K Plan-0$0--
2022114$10,560,569$321,854$22,990iApproximate average salary by contribution assumption: employee only about $574,739 at 4% or $383,160 at 6%; with 50% employer match about $383,160 at 4% or $255,440 at 6%; with 100% employer match about $287,370 at 4% or $191,580 at 6%.
Windsor Financial Services Inc. 401K Plan-14$10,560,569$321,854$22,990iApproximate average salary by contribution assumption: employee only about $574,739 at 4% or $383,160 at 6%; with 50% employer match about $383,160 at 4% or $255,440 at 6%; with 100% employer match about $287,370 at 4% or $191,580 at 6%.
2021114$12,006,298$307,857$21,990iApproximate average salary by contribution assumption: employee only about $549,745 at 4% or $366,496 at 6%; with 50% employer match about $366,496 at 4% or $244,331 at 6%; with 100% employer match about $274,872 at 4% or $183,248 at 6%.
Windsor Financial Services Inc. 401K Plan-14$12,006,298$307,857$21,990iApproximate average salary by contribution assumption: employee only about $549,745 at 4% or $366,496 at 6%; with 50% employer match about $366,496 at 4% or $244,331 at 6%; with 100% employer match about $274,872 at 4% or $183,248 at 6%.
2020114$10,577,318$305,472$21,819iApproximate average salary by contribution assumption: employee only about $545,486 at 4% or $363,657 at 6%; with 50% employer match about $363,657 at 4% or $242,438 at 6%; with 100% employer match about $272,743 at 4% or $181,829 at 6%.
Windsor Financial Services Inc. 401K Plan-14$10,577,318$305,472$21,819iApproximate average salary by contribution assumption: employee only about $545,486 at 4% or $363,657 at 6%; with 50% employer match about $363,657 at 4% or $242,438 at 6%; with 100% employer match about $272,743 at 4% or $181,829 at 6%.
2019114$9,254,181$2,281,346$162,953iApproximate average salary by contribution assumption: employee only about $4,073,832 at 4% or $2,715,888 at 6%; with 50% employer match about $2,715,888 at 4% or $1,810,592 at 6%; with 100% employer match about $2,036,916 at 4% or $1,357,944 at 6%.
Windsor Financial Services Inc. 401K Plan-14$9,254,181$2,281,346$162,953iApproximate average salary by contribution assumption: employee only about $4,073,832 at 4% or $2,715,888 at 6%; with 50% employer match about $2,715,888 at 4% or $1,810,592 at 6%; with 100% employer match about $2,036,916 at 4% or $1,357,944 at 6%.
2018214$5,959,783$320,575$22,898iApproximate average salary by contribution assumption: employee only about $572,455 at 4% or $381,637 at 6%; with 50% employer match about $381,637 at 4% or $254,425 at 6%; with 100% employer match about $286,228 at 4% or $190,818 at 6%.
Windsor Financial Services Inc. 401K Plan-14$5,959,783$309,771$22,127iApproximate average salary by contribution assumption: employee only about $553,163 at 4% or $368,775 at 6%; with 50% employer match about $368,775 at 4% or $245,850 at 6%; with 100% employer match about $276,581 at 4% or $184,388 at 6%.
WINDSOR FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN-0$0$10,804-
2017214$7,553,857$765,077$54,648iApproximate average salary by contribution assumption: employee only about $1,366,209 at 4% or $910,806 at 6%; with 50% employer match about $910,806 at 4% or $607,204 at 6%; with 100% employer match about $683,104 at 4% or $455,403 at 6%.
Windsor Financial Services Inc. 401K Plan-14$6,057,014$320,077$22,863iApproximate average salary by contribution assumption: employee only about $571,566 at 4% or $381,044 at 6%; with 50% employer match about $381,044 at 4% or $254,029 at 6%; with 100% employer match about $285,783 at 4% or $190,522 at 6%.
WINDSOR FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN-13$1,496,843$445,000$34,231iApproximate average salary by contribution assumption: employee only about $855,769 at 4% or $570,513 at 6%; with 50% employer match about $570,513 at 4% or $380,342 at 6%; with 100% employer match about $427,885 at 4% or $285,256 at 6%.
2016213$6,069,337$731,660$56,282iApproximate average salary by contribution assumption: employee only about $1,407,038 at 4% or $938,026 at 6%; with 50% employer match about $938,026 at 4% or $625,350 at 6%; with 100% employer match about $703,519 at 4% or $469,013 at 6%.
Windsor Financial Services Inc. 401K Plan-13$5,098,956$262,795$20,215iApproximate average salary by contribution assumption: employee only about $505,375 at 4% or $336,917 at 6%; with 50% employer match about $336,917 at 4% or $224,611 at 6%; with 100% employer match about $252,688 at 4% or $168,458 at 6%.
WINDSOR FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN-13$970,381$468,865$36,067iApproximate average salary by contribution assumption: employee only about $901,663 at 4% or $601,109 at 6%; with 50% employer match about $601,109 at 4% or $400,739 at 6%; with 100% employer match about $450,832 at 4% or $300,554 at 6%.
2015213$4,941,016$711,660$54,743iApproximate average salary by contribution assumption: employee only about $1,368,577 at 4% or $912,385 at 6%; with 50% employer match about $912,385 at 4% or $608,256 at 6%; with 100% employer match about $684,288 at 4% or $456,192 at 6%.
Windsor Financial Services Inc. 401K Plan-13$4,476,016$246,660$18,974iApproximate average salary by contribution assumption: employee only about $474,346 at 4% or $316,231 at 6%; with 50% employer match about $316,231 at 4% or $210,821 at 6%; with 100% employer match about $237,173 at 4% or $158,115 at 6%.
WINDSOR FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN-13$465,000$465,000$35,769iApproximate average salary by contribution assumption: employee only about $894,231 at 4% or $596,154 at 6%; with 50% employer match about $596,154 at 4% or $397,436 at 6%; with 100% employer match about $447,115 at 4% or $298,077 at 6%.
2014112$4,323,221$185,271$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
Windsor Financial Services Inc. 401K Plan-12$4,323,221$185,271$15,439iApproximate average salary by contribution assumption: employee only about $385,981 at 4% or $257,321 at 6%; with 50% employer match about $257,321 at 4% or $171,547 at 6%; with 100% employer match about $192,991 at 4% or $128,660 at 6%.
2013112$3,942,410$179,648$14,971iApproximate average salary by contribution assumption: employee only about $374,267 at 4% or $249,511 at 6%; with 50% employer match about $249,511 at 4% or $166,341 at 6%; with 100% employer match about $187,133 at 4% or $124,756 at 6%.
Windsor Financial Services Inc. 401K Plan-12$3,942,410$179,648$14,971iApproximate average salary by contribution assumption: employee only about $374,267 at 4% or $249,511 at 6%; with 50% employer match about $249,511 at 4% or $166,341 at 6%; with 100% employer match about $187,133 at 4% or $124,756 at 6%.
2012111$3,325,264$100,616$9,147iApproximate average salary by contribution assumption: employee only about $228,673 at 4% or $152,448 at 6%; with 50% employer match about $152,448 at 4% or $101,632 at 6%; with 100% employer match about $114,336 at 4% or $76,224 at 6%.
Windsor Financial Services Inc. 401K Plan-11$3,325,264$100,616$9,147iApproximate average salary by contribution assumption: employee only about $228,673 at 4% or $152,448 at 6%; with 50% employer match about $152,448 at 4% or $101,632 at 6%; with 100% employer match about $114,336 at 4% or $76,224 at 6%.
2011112$2,861,514$111,722$9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%.
Windsor Financial Services Inc. 401K Plan-12$2,861,514$111,722$9,310iApproximate average salary by contribution assumption: employee only about $232,754 at 4% or $155,169 at 6%; with 50% employer match about $155,169 at 4% or $103,446 at 6%; with 100% employer match about $116,377 at 4% or $77,585 at 6%.
2010111$2,838,456$137,285$12,480iApproximate average salary by contribution assumption: employee only about $312,011 at 4% or $208,008 at 6%; with 50% employer match about $208,008 at 4% or $138,672 at 6%; with 100% employer match about $156,006 at 4% or $104,004 at 6%.
Windsor Financial Services Inc. 401K Plan-11$2,838,456$137,285$12,480iApproximate average salary by contribution assumption: employee only about $312,011 at 4% or $208,008 at 6%; with 50% employer match about $208,008 at 4% or $138,672 at 6%; with 100% employer match about $156,006 at 4% or $104,004 at 6%.
2009112$2,448,300$67,052$5,588iApproximate average salary by contribution assumption: employee only about $139,692 at 4% or $93,128 at 6%; with 50% employer match about $93,128 at 4% or $62,085 at 6%; with 100% employer match about $69,846 at 4% or $46,564 at 6%.
Windsor Financial Services Inc. 401K Plan-12$2,448,300$67,052$5,588iApproximate average salary by contribution assumption: employee only about $139,692 at 4% or $93,128 at 6%; with 50% employer match about $93,128 at 4% or $62,085 at 6%; with 100% employer match about $69,846 at 4% or $46,564 at 6%.
2008111$1,828,408$150,863$13,715iApproximate average salary by contribution assumption: employee only about $342,870 at 4% or $228,580 at 6%; with 50% employer match about $228,580 at 4% or $152,387 at 6%; with 100% employer match about $171,435 at 4% or $114,290 at 6%.
Windsor Financial Services Inc. 401K Plan-11$1,828,408$150,863$13,715iApproximate average salary by contribution assumption: employee only about $342,870 at 4% or $228,580 at 6%; with 50% employer match about $228,580 at 4% or $152,387 at 6%; with 100% employer match about $171,435 at 4% or $114,290 at 6%.
2007111$2,592,218$182,535$16,594iApproximate average salary by contribution assumption: employee only about $414,852 at 4% or $276,568 at 6%; with 50% employer match about $276,568 at 4% or $184,379 at 6%; with 100% employer match about $207,426 at 4% or $138,284 at 6%.
Windsor Financial Services Inc. 401K Plan-11$2,592,218$182,535$16,594iApproximate average salary by contribution assumption: employee only about $414,852 at 4% or $276,568 at 6%; with 50% employer match about $276,568 at 4% or $184,379 at 6%; with 100% employer match about $207,426 at 4% or $138,284 at 6%.
2006111$2,314,454$184,349$16,759iApproximate average salary by contribution assumption: employee only about $418,975 at 4% or $279,317 at 6%; with 50% employer match about $279,317 at 4% or $186,211 at 6%; with 100% employer match about $209,488 at 4% or $139,658 at 6%.
Windsor Financial Services Inc. 401K Plan-11$2,314,454$184,349$16,759iApproximate average salary by contribution assumption: employee only about $418,975 at 4% or $279,317 at 6%; with 50% employer match about $279,317 at 4% or $186,211 at 6%; with 100% employer match about $209,488 at 4% or $139,658 at 6%.
2005110$1,739,444$164,217$16,422iApproximate average salary by contribution assumption: employee only about $410,543 at 4% or $273,695 at 6%; with 50% employer match about $273,695 at 4% or $182,463 at 6%; with 100% employer match about $205,271 at 4% or $136,848 at 6%.
Windsor Financial Services Inc. 401K Plan-10$1,739,444$164,217$16,422iApproximate average salary by contribution assumption: employee only about $410,543 at 4% or $273,695 at 6%; with 50% employer match about $273,695 at 4% or $182,463 at 6%; with 100% employer match about $205,271 at 4% or $136,848 at 6%.
2004110$1,454,684$150,470$15,047iApproximate average salary by contribution assumption: employee only about $376,175 at 4% or $250,783 at 6%; with 50% employer match about $250,783 at 4% or $167,189 at 6%; with 100% employer match about $188,088 at 4% or $125,392 at 6%.
Windsor Financial Services Inc. 401K Plan-10$1,454,684$150,470$15,047iApproximate average salary by contribution assumption: employee only about $376,175 at 4% or $250,783 at 6%; with 50% employer match about $250,783 at 4% or $167,189 at 6%; with 100% employer match about $188,088 at 4% or $125,392 at 6%.
2003110$1,147,190$136,992$13,699iApproximate average salary by contribution assumption: employee only about $342,480 at 4% or $228,320 at 6%; with 50% employer match about $228,320 at 4% or $152,213 at 6%; with 100% employer match about $171,240 at 4% or $114,160 at 6%.
Windsor Financial Services Inc. 401K Plan-10$1,147,190$136,992$13,699iApproximate average salary by contribution assumption: employee only about $342,480 at 4% or $228,320 at 6%; with 50% employer match about $228,320 at 4% or $152,213 at 6%; with 100% employer match about $171,240 at 4% or $114,160 at 6%.
2002210$709,593$286,301$28,630iApproximate average salary by contribution assumption: employee only about $715,753 at 4% or $477,168 at 6%; with 50% employer match about $477,168 at 4% or $318,112 at 6%; with 100% employer match about $357,876 at 4% or $238,584 at 6%.
Windsor Financial Services Inc. 401K Plan-10$709,593$286,301$28,630iApproximate average salary by contribution assumption: employee only about $715,753 at 4% or $477,168 at 6%; with 50% employer match about $477,168 at 4% or $318,112 at 6%; with 100% employer match about $357,876 at 4% or $238,584 at 6%.
Windsor Financial Services Inc. Pension Plan-0---
200128$559,138$119,488$14,936iApproximate average salary by contribution assumption: employee only about $373,400 at 4% or $248,933 at 6%; with 50% employer match about $248,933 at 4% or $165,956 at 6%; with 100% employer match about $186,700 at 4% or $124,467 at 6%.
Windsor Financial Services Inc. 401K Plan-8$348,840$77,067$9,633iApproximate average salary by contribution assumption: employee only about $240,834 at 4% or $160,556 at 6%; with 50% employer match about $160,556 at 4% or $107,038 at 6%; with 100% employer match about $120,417 at 4% or $80,278 at 6%.
Windsor Financial Services Inc. Pension Plan-8$210,298$42,421$5,303iApproximate average salary by contribution assumption: employee only about $132,566 at 4% or $88,377 at 6%; with 50% employer match about $88,377 at 4% or $58,918 at 6%; with 100% employer match about $66,283 at 4% or $44,189 at 6%.
200019$0$0-
Windsor Financial Services Inc. Pension Plan-9---
199925$392,192$89,088$17,818iApproximate average salary by contribution assumption: employee only about $445,440 at 4% or $296,960 at 6%; with 50% employer match about $296,960 at 4% or $197,973 at 6%; with 100% employer match about $222,720 at 4% or $148,480 at 6%.
Windsor Financial Services Inc. 401K Plan-5$254,318$60,306$12,061iApproximate average salary by contribution assumption: employee only about $301,530 at 4% or $201,020 at 6%; with 50% employer match about $201,020 at 4% or $134,013 at 6%; with 100% employer match about $150,765 at 4% or $100,510 at 6%.
Windsor Financial Services Inc. Pension Plan-5$137,874$28,782$5,756iApproximate average salary by contribution assumption: employee only about $143,910 at 4% or $95,940 at 6%; with 50% employer match about $95,940 at 4% or $63,960 at 6%; with 100% employer match about $71,955 at 4% or $47,970 at 6%.