Winston Terrell Group Inc
Plan context: Winston Terrell Group Inc Retirement Plan and Trust
EIN 35-2145145 • Indianapolis, IN • 25 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$969,932
2025 Contributions
$12,019
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $969,932 | $12,019 | $6,010iApproximate average salary by contribution assumption: employee only about $150,238 at 4% or $100,158 at 6%; with 50% employer match about $100,158 at 4% or $66,772 at 6%; with 100% employer match about $75,119 at 4% or $50,079 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $969,932 | $12,019 | $6,010iApproximate average salary by contribution assumption: employee only about $150,238 at 4% or $100,158 at 6%; with 50% employer match about $100,158 at 4% or $66,772 at 6%; with 100% employer match about $75,119 at 4% or $50,079 at 6%. |
| 2024 | 1 | 2 | $880,845 | $10,216 | $5,108iApproximate average salary by contribution assumption: employee only about $127,700 at 4% or $85,133 at 6%; with 50% employer match about $85,133 at 4% or $56,756 at 6%; with 100% employer match about $63,850 at 4% or $42,567 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $880,845 | $10,216 | $5,108iApproximate average salary by contribution assumption: employee only about $127,700 at 4% or $85,133 at 6%; with 50% employer match about $85,133 at 4% or $56,756 at 6%; with 100% employer match about $63,850 at 4% or $42,567 at 6%. |
| 2023 | 1 | 2 | $1,034,078 | $19,029 | $9,515iApproximate average salary by contribution assumption: employee only about $237,863 at 4% or $158,575 at 6%; with 50% employer match about $158,575 at 4% or $105,717 at 6%; with 100% employer match about $118,931 at 4% or $79,288 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $1,034,078 | $19,029 | $9,515iApproximate average salary by contribution assumption: employee only about $237,863 at 4% or $158,575 at 6%; with 50% employer match about $158,575 at 4% or $105,717 at 6%; with 100% employer match about $118,931 at 4% or $79,288 at 6%. |
| 2022 | 1 | 2 | $910,340 | $20,654 | $10,327iApproximate average salary by contribution assumption: employee only about $258,175 at 4% or $172,117 at 6%; with 50% employer match about $172,117 at 4% or $114,744 at 6%; with 100% employer match about $129,088 at 4% or $86,058 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $910,340 | $20,654 | $10,327iApproximate average salary by contribution assumption: employee only about $258,175 at 4% or $172,117 at 6%; with 50% employer match about $172,117 at 4% or $114,744 at 6%; with 100% employer match about $129,088 at 4% or $86,058 at 6%. |
| 2021 | 1 | 2 | $1,038,488 | $22,827 | $11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $1,038,488 | $22,827 | $11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%. |
| 2020 | 1 | 2 | $916,656 | $21,024 | $10,512iApproximate average salary by contribution assumption: employee only about $262,800 at 4% or $175,200 at 6%; with 50% employer match about $175,200 at 4% or $116,800 at 6%; with 100% employer match about $131,400 at 4% or $87,600 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $916,656 | $21,024 | $10,512iApproximate average salary by contribution assumption: employee only about $262,800 at 4% or $175,200 at 6%; with 50% employer match about $175,200 at 4% or $116,800 at 6%; with 100% employer match about $131,400 at 4% or $87,600 at 6%. |
| 2019 | 1 | 2 | $795,007 | $27,635 | $13,818iApproximate average salary by contribution assumption: employee only about $345,438 at 4% or $230,292 at 6%; with 50% employer match about $230,292 at 4% or $153,528 at 6%; with 100% employer match about $172,719 at 4% or $115,146 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $795,007 | $27,635 | $13,818iApproximate average salary by contribution assumption: employee only about $345,438 at 4% or $230,292 at 6%; with 50% employer match about $230,292 at 4% or $153,528 at 6%; with 100% employer match about $172,719 at 4% or $115,146 at 6%. |
| 2018 | 1 | 2 | $669,675 | $16,544 | $8,272iApproximate average salary by contribution assumption: employee only about $206,800 at 4% or $137,867 at 6%; with 50% employer match about $137,867 at 4% or $91,911 at 6%; with 100% employer match about $103,400 at 4% or $68,933 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $669,675 | $16,544 | $8,272iApproximate average salary by contribution assumption: employee only about $206,800 at 4% or $137,867 at 6%; with 50% employer match about $137,867 at 4% or $91,911 at 6%; with 100% employer match about $103,400 at 4% or $68,933 at 6%. |
| 2017 | 1 | 2 | $685,102 | $31,449 | $15,725iApproximate average salary by contribution assumption: employee only about $393,113 at 4% or $262,075 at 6%; with 50% employer match about $262,075 at 4% or $174,717 at 6%; with 100% employer match about $196,556 at 4% or $131,038 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $685,102 | $31,449 | $15,725iApproximate average salary by contribution assumption: employee only about $393,113 at 4% or $262,075 at 6%; with 50% employer match about $262,075 at 4% or $174,717 at 6%; with 100% employer match about $196,556 at 4% or $131,038 at 6%. |
| 2016 | 1 | 2 | $574,191 | $7,606 | $3,803iApproximate average salary by contribution assumption: employee only about $95,075 at 4% or $63,383 at 6%; with 50% employer match about $63,383 at 4% or $42,256 at 6%; with 100% employer match about $47,538 at 4% or $31,692 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $574,191 | $7,606 | $3,803iApproximate average salary by contribution assumption: employee only about $95,075 at 4% or $63,383 at 6%; with 50% employer match about $63,383 at 4% or $42,256 at 6%; with 100% employer match about $47,538 at 4% or $31,692 at 6%. |
| 2015 | 1 | 2 | $538,797 | $24,337 | $12,169iApproximate average salary by contribution assumption: employee only about $304,213 at 4% or $202,808 at 6%; with 50% employer match about $202,808 at 4% or $135,206 at 6%; with 100% employer match about $152,106 at 4% or $101,404 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $538,797 | $24,337 | $12,169iApproximate average salary by contribution assumption: employee only about $304,213 at 4% or $202,808 at 6%; with 50% employer match about $202,808 at 4% or $135,206 at 6%; with 100% employer match about $152,106 at 4% or $101,404 at 6%. |
| 2014 | 1 | 2 | $518,336 | $13,765 | $6,883iApproximate average salary by contribution assumption: employee only about $172,063 at 4% or $114,708 at 6%; with 50% employer match about $114,708 at 4% or $76,472 at 6%; with 100% employer match about $86,031 at 4% or $57,354 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $518,336 | $13,765 | $6,883iApproximate average salary by contribution assumption: employee only about $172,063 at 4% or $114,708 at 6%; with 50% employer match about $114,708 at 4% or $76,472 at 6%; with 100% employer match about $86,031 at 4% or $57,354 at 6%. |
| 2013 | 1 | 2 | $536,639 | $18,633 | $9,317iApproximate average salary by contribution assumption: employee only about $232,913 at 4% or $155,275 at 6%; with 50% employer match about $155,275 at 4% or $103,517 at 6%; with 100% employer match about $116,456 at 4% or $77,638 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $536,639 | $18,633 | $9,317iApproximate average salary by contribution assumption: employee only about $232,913 at 4% or $155,275 at 6%; with 50% employer match about $155,275 at 4% or $103,517 at 6%; with 100% employer match about $116,456 at 4% or $77,638 at 6%. |
| 2012 | 1 | 2 | $456,679 | $13,863 | $6,932iApproximate average salary by contribution assumption: employee only about $173,288 at 4% or $115,525 at 6%; with 50% employer match about $115,525 at 4% or $77,017 at 6%; with 100% employer match about $86,644 at 4% or $57,763 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $456,679 | $13,863 | $6,932iApproximate average salary by contribution assumption: employee only about $173,288 at 4% or $115,525 at 6%; with 50% employer match about $115,525 at 4% or $77,017 at 6%; with 100% employer match about $86,644 at 4% or $57,763 at 6%. |
| 2011 | 1 | 3 | $448,943 | $12,267 | $4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $448,943 | $12,267 | $4,089iApproximate average salary by contribution assumption: employee only about $102,225 at 4% or $68,150 at 6%; with 50% employer match about $68,150 at 4% or $45,433 at 6%; with 100% employer match about $51,113 at 4% or $34,075 at 6%. |
| 2010 | 1 | 3 | $492,678 | $18,443 | $6,148iApproximate average salary by contribution assumption: employee only about $153,692 at 4% or $102,461 at 6%; with 50% employer match about $102,461 at 4% or $68,307 at 6%; with 100% employer match about $76,846 at 4% or $51,231 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $492,678 | $18,443 | $6,148iApproximate average salary by contribution assumption: employee only about $153,692 at 4% or $102,461 at 6%; with 50% employer match about $102,461 at 4% or $68,307 at 6%; with 100% employer match about $76,846 at 4% or $51,231 at 6%. |
| 2009 | 1 | 3 | $432,185 | $12,837 | $4,279iApproximate average salary by contribution assumption: employee only about $106,975 at 4% or $71,317 at 6%; with 50% employer match about $71,317 at 4% or $47,544 at 6%; with 100% employer match about $53,488 at 4% or $35,658 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $432,185 | $12,837 | $4,279iApproximate average salary by contribution assumption: employee only about $106,975 at 4% or $71,317 at 6%; with 50% employer match about $71,317 at 4% or $47,544 at 6%; with 100% employer match about $53,488 at 4% or $35,658 at 6%. |
| 2008 | 1 | 2 | $337,434 | $19,655 | $9,828iApproximate average salary by contribution assumption: employee only about $245,688 at 4% or $163,792 at 6%; with 50% employer match about $163,792 at 4% or $109,194 at 6%; with 100% employer match about $122,844 at 4% or $81,896 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 2 | $337,434 | $19,655 | $9,828iApproximate average salary by contribution assumption: employee only about $245,688 at 4% or $163,792 at 6%; with 50% employer match about $163,792 at 4% or $109,194 at 6%; with 100% employer match about $122,844 at 4% or $81,896 at 6%. |
| 2007 | 1 | 4 | $0 | $0 | - |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 4 | - | - | - |
| 2006 | 1 | 4 | $433,936 | $0 | - |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 4 | $433,936 | - | - |
| 2005 | 1 | 3 | $382,322 | $36,183 | $12,061iApproximate average salary by contribution assumption: employee only about $301,525 at 4% or $201,017 at 6%; with 50% employer match about $201,017 at 4% or $134,011 at 6%; with 100% employer match about $150,763 at 4% or $100,508 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $382,322 | $36,183 | $12,061iApproximate average salary by contribution assumption: employee only about $301,525 at 4% or $201,017 at 6%; with 50% employer match about $201,017 at 4% or $134,011 at 6%; with 100% employer match about $150,763 at 4% or $100,508 at 6%. |
| 2004 | 1 | 4 | $323,921 | $57,923 | $14,481iApproximate average salary by contribution assumption: employee only about $362,019 at 4% or $241,346 at 6%; with 50% employer match about $241,346 at 4% or $160,897 at 6%; with 100% employer match about $181,009 at 4% or $120,673 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 4 | $323,921 | $57,923 | $14,481iApproximate average salary by contribution assumption: employee only about $362,019 at 4% or $241,346 at 6%; with 50% employer match about $241,346 at 4% or $160,897 at 6%; with 100% employer match about $181,009 at 4% or $120,673 at 6%. |
| 2003 | 1 | 3 | $235,083 | $90,901 | $30,300iApproximate average salary by contribution assumption: employee only about $757,508 at 4% or $505,006 at 6%; with 50% employer match about $505,006 at 4% or $336,670 at 6%; with 100% employer match about $378,754 at 4% or $252,503 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $235,083 | $90,901 | $30,300iApproximate average salary by contribution assumption: employee only about $757,508 at 4% or $505,006 at 6%; with 50% employer match about $505,006 at 4% or $336,670 at 6%; with 100% employer match about $378,754 at 4% or $252,503 at 6%. |
| 2002 | 1 | 3 | $110,922 | $91,260 | $30,420iApproximate average salary by contribution assumption: employee only about $760,500 at 4% or $507,000 at 6%; with 50% employer match about $507,000 at 4% or $338,000 at 6%; with 100% employer match about $380,250 at 4% or $253,500 at 6%. |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | $110,922 | $91,260 | $30,420iApproximate average salary by contribution assumption: employee only about $760,500 at 4% or $507,000 at 6%; with 50% employer match about $507,000 at 4% or $338,000 at 6%; with 100% employer match about $380,250 at 4% or $253,500 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Winston Terrell Group Inc Retirement Plan and Trust | - | 3 | - | - | - |