Civic Intelligence

Rollie Winter & Associates Ltd.

Plan context: Rollie Winter & Associates Ltd. 401K Savings Pl An

EIN 39-1163317 • Appleton, WI • 14 filings • 6 plans

3315 N Ballard Rd Suite AAppleton, WI 54911
Current Snapshot

Latest Year

2011

2011 Participants

8

2011 Assets

$948,611

2011 Contributions

$68,449

Historical Graphs

Total Assets Over Time

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

$1,168,364$584,182$0199920062011YearValue
$948,611Latest year 2011

Participants Over Time

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

950199920052011YearValue
8Latest year 2011

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
201128$948,611$68,449$8,556iApproximate average salary by contribution assumption: employee only about $213,903 at 4% or $142,602 at 6%; with 50% employer match about $142,602 at 4% or $95,068 at 6%; with 100% employer match about $106,952 at 4% or $71,301 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-8$948,611$53,372$6,672iApproximate average salary by contribution assumption: employee only about $166,788 at 4% or $111,192 at 6%; with 50% employer match about $111,192 at 4% or $74,128 at 6%; with 100% employer match about $83,394 at 4% or $55,596 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-0$0$15,077-
201019$999,195$48,942$5,438iApproximate average salary by contribution assumption: employee only about $135,950 at 4% or $90,633 at 6%; with 50% employer match about $90,633 at 4% or $60,422 at 6%; with 100% employer match about $67,975 at 4% or $45,317 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-9$999,195$48,942$5,438iApproximate average salary by contribution assumption: employee only about $135,950 at 4% or $90,633 at 6%; with 50% employer match about $90,633 at 4% or $60,422 at 6%; with 100% employer match about $67,975 at 4% or $45,317 at 6%.
200918$842,843$51,871$6,484iApproximate average salary by contribution assumption: employee only about $162,097 at 4% or $108,065 at 6%; with 50% employer match about $108,065 at 4% or $72,043 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-8$842,843$51,871$6,484iApproximate average salary by contribution assumption: employee only about $162,097 at 4% or $108,065 at 6%; with 50% employer match about $108,065 at 4% or $72,043 at 6%; with 100% employer match about $81,048 at 4% or $54,032 at 6%.
200817$685,284$67,216$9,602iApproximate average salary by contribution assumption: employee only about $240,057 at 4% or $160,038 at 6%; with 50% employer match about $160,038 at 4% or $106,692 at 6%; with 100% employer match about $120,029 at 4% or $80,019 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-7$685,284$67,216$9,602iApproximate average salary by contribution assumption: employee only about $240,057 at 4% or $160,038 at 6%; with 50% employer match about $160,038 at 4% or $106,692 at 6%; with 100% employer match about $120,029 at 4% or $80,019 at 6%.
200718$1,168,364$65,511$8,189iApproximate average salary by contribution assumption: employee only about $204,722 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,988 at 6%; with 100% employer match about $102,361 at 4% or $68,241 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-8$1,168,364$65,511$8,189iApproximate average salary by contribution assumption: employee only about $204,722 at 4% or $136,481 at 6%; with 50% employer match about $136,481 at 4% or $90,988 at 6%; with 100% employer match about $102,361 at 4% or $68,241 at 6%.
200617$982,302$64,470$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-7$982,302$64,470$9,210iApproximate average salary by contribution assumption: employee only about $230,250 at 4% or $153,500 at 6%; with 50% employer match about $153,500 at 4% or $102,333 at 6%; with 100% employer match about $115,125 at 4% or $76,750 at 6%.
200517$835,833$60,952$8,707iApproximate average salary by contribution assumption: employee only about $217,686 at 4% or $145,124 at 6%; with 50% employer match about $145,124 at 4% or $96,749 at 6%; with 100% employer match about $108,843 at 4% or $72,562 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-7$835,833$60,952$8,707iApproximate average salary by contribution assumption: employee only about $217,686 at 4% or $145,124 at 6%; with 50% employer match about $145,124 at 4% or $96,749 at 6%; with 100% employer match about $108,843 at 4% or $72,562 at 6%.
200417$724,199$49,581$7,083iApproximate average salary by contribution assumption: employee only about $177,075 at 4% or $118,050 at 6%; with 50% employer match about $118,050 at 4% or $78,700 at 6%; with 100% employer match about $88,538 at 4% or $59,025 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-7$724,199$49,581$7,083iApproximate average salary by contribution assumption: employee only about $177,075 at 4% or $118,050 at 6%; with 50% employer match about $118,050 at 4% or $78,700 at 6%; with 100% employer match about $88,538 at 4% or $59,025 at 6%.
200316$598,681$45,176$7,529iApproximate average salary by contribution assumption: employee only about $188,233 at 4% or $125,489 at 6%; with 50% employer match about $125,489 at 4% or $83,659 at 6%; with 100% employer match about $94,117 at 4% or $62,744 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-6$598,681$45,176$7,529iApproximate average salary by contribution assumption: employee only about $188,233 at 4% or $125,489 at 6%; with 50% employer match about $125,489 at 4% or $83,659 at 6%; with 100% employer match about $94,117 at 4% or $62,744 at 6%.
200217$449,595$44,185$6,312iApproximate average salary by contribution assumption: employee only about $157,804 at 4% or $105,202 at 6%; with 50% employer match about $105,202 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-7$449,595$44,185$6,312iApproximate average salary by contribution assumption: employee only about $157,804 at 4% or $105,202 at 6%; with 50% employer match about $105,202 at 4% or $70,135 at 6%; with 100% employer match about $78,902 at 4% or $52,601 at 6%.
200117$0$0-
Rollie Winter & Associates Ltd. 401K Savings Pl An-7---
200018$642,058$40,675$5,084iApproximate average salary by contribution assumption: employee only about $127,109 at 4% or $84,740 at 6%; with 50% employer match about $84,740 at 4% or $56,493 at 6%; with 100% employer match about $63,555 at 4% or $42,370 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-8$642,058$40,675$5,084iApproximate average salary by contribution assumption: employee only about $127,109 at 4% or $84,740 at 6%; with 50% employer match about $84,740 at 4% or $56,493 at 6%; with 100% employer match about $63,555 at 4% or $42,370 at 6%.
199918$739,786$48,845$6,106iApproximate average salary by contribution assumption: employee only about $152,641 at 4% or $101,760 at 6%; with 50% employer match about $101,760 at 4% or $67,840 at 6%; with 100% employer match about $76,320 at 4% or $50,880 at 6%.
Rollie Winter & Associates Ltd. 401K Savings Pl An-8$739,786$48,845$6,106iApproximate average salary by contribution assumption: employee only about $152,641 at 4% or $101,760 at 6%; with 50% employer match about $101,760 at 4% or $67,840 at 6%; with 100% employer match about $76,320 at 4% or $50,880 at 6%.