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Plan context: Fixed Tax Deferred Annuity Plan

EIN 41-0887732 • Winona, MN • 33 filings • 7 plans

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1635 W Service DriveWinona, MN 55987
Current Snapshot

Latest Year

2024

2024 Participants

30

2024 Assets

$516,057

2024 Contributions

$51,493

Historical Graphs

Total Assets Over Time

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

$940,843$470,422$0200920172024YearValue
$516,057Latest year 2024

Participants Over Time

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

123620200920172024YearValue
30Latest 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
2024130$516,057$51,493$1,716iApproximate average salary by contribution assumption: employee only about $42,911 at 4% or $28,607 at 6%; with 50% employer match about $28,607 at 4% or $19,071 at 6%; with 100% employer match about $21,455 at 4% or $14,304 at 6%.
Fixed Tax Deferred Annuity Plan-30$516,057$51,493$1,716iApproximate average salary by contribution assumption: employee only about $42,911 at 4% or $28,607 at 6%; with 50% employer match about $28,607 at 4% or $19,071 at 6%; with 100% employer match about $21,455 at 4% or $14,304 at 6%.
2023127$530,834$60,604$2,245iApproximate average salary by contribution assumption: employee only about $56,115 at 4% or $37,410 at 6%; with 50% employer match about $37,410 at 4% or $24,940 at 6%; with 100% employer match about $28,057 at 4% or $18,705 at 6%.
Fixed Tax Deferred Annuity Plan-27$530,834$60,604$2,245iApproximate average salary by contribution assumption: employee only about $56,115 at 4% or $37,410 at 6%; with 50% employer match about $37,410 at 4% or $24,940 at 6%; with 100% employer match about $28,057 at 4% or $18,705 at 6%.
2022126$628,416$70,963$2,729iApproximate average salary by contribution assumption: employee only about $68,234 at 4% or $45,489 at 6%; with 50% employer match about $45,489 at 4% or $30,326 at 6%; with 100% employer match about $34,117 at 4% or $22,745 at 6%.
Fixed Tax Deferred Annuity Plan-26$628,416$70,963$2,729iApproximate average salary by contribution assumption: employee only about $68,234 at 4% or $45,489 at 6%; with 50% employer match about $45,489 at 4% or $30,326 at 6%; with 100% employer match about $34,117 at 4% or $22,745 at 6%.
2021128$940,843$71,968$2,570iApproximate average salary by contribution assumption: employee only about $64,257 at 4% or $42,838 at 6%; with 50% employer match about $42,838 at 4% or $28,559 at 6%; with 100% employer match about $32,129 at 4% or $21,419 at 6%.
Fixed Tax Deferred Annuity Plan-28$940,843$71,968$2,570iApproximate average salary by contribution assumption: employee only about $64,257 at 4% or $42,838 at 6%; with 50% employer match about $42,838 at 4% or $28,559 at 6%; with 100% employer match about $32,129 at 4% or $21,419 at 6%.
2020127$758,753$70,621$2,616iApproximate average salary by contribution assumption: employee only about $65,390 at 4% or $43,593 at 6%; with 50% employer match about $43,593 at 4% or $29,062 at 6%; with 100% employer match about $32,695 at 4% or $21,797 at 6%.
Fixed Tax Deferred Annuity Plan-27$758,753$70,621$2,616iApproximate average salary by contribution assumption: employee only about $65,390 at 4% or $43,593 at 6%; with 50% employer match about $43,593 at 4% or $29,062 at 6%; with 100% employer match about $32,695 at 4% or $21,797 at 6%.
2019134$645,114$73,103$2,150iApproximate average salary by contribution assumption: employee only about $53,752 at 4% or $35,835 at 6%; with 50% employer match about $35,835 at 4% or $23,890 at 6%; with 100% employer match about $26,876 at 4% or $17,917 at 6%.
Fixed Tax Deferred Annuity Plan-34$645,114$73,103$2,150iApproximate average salary by contribution assumption: employee only about $53,752 at 4% or $35,835 at 6%; with 50% employer match about $35,835 at 4% or $23,890 at 6%; with 100% employer match about $26,876 at 4% or $17,917 at 6%.
2018141$493,979$84,089$2,051iApproximate average salary by contribution assumption: employee only about $51,274 at 4% or $34,183 at 6%; with 50% employer match about $34,183 at 4% or $22,788 at 6%; with 100% employer match about $25,637 at 4% or $17,091 at 6%.
Fixed Tax Deferred Annuity Plan-41$493,979$84,089$2,051iApproximate average salary by contribution assumption: employee only about $51,274 at 4% or $34,183 at 6%; with 50% employer match about $34,183 at 4% or $22,788 at 6%; with 100% employer match about $25,637 at 4% or $17,091 at 6%.
2017136$529,998$87,612$2,434iApproximate average salary by contribution assumption: employee only about $60,842 at 4% or $40,561 at 6%; with 50% employer match about $40,561 at 4% or $27,041 at 6%; with 100% employer match about $30,421 at 4% or $20,281 at 6%.
Fixed Tax Deferred Annuity Plan-36$529,998$87,612$2,434iApproximate average salary by contribution assumption: employee only about $60,842 at 4% or $40,561 at 6%; with 50% employer match about $40,561 at 4% or $27,041 at 6%; with 100% employer match about $30,421 at 4% or $20,281 at 6%.
2016237$417,567$410,550$11,096iApproximate average salary by contribution assumption: employee only about $277,399 at 4% or $184,932 at 6%; with 50% employer match about $184,932 at 4% or $123,288 at 6%; with 100% employer match about $138,699 at 4% or $92,466 at 6%.
Fixed Tax Deferred Annuity Plan-37$417,567$410,550$11,096iApproximate average salary by contribution assumption: employee only about $277,399 at 4% or $184,932 at 6%; with 50% employer match about $184,932 at 4% or $123,288 at 6%; with 100% employer match about $138,699 at 4% or $92,466 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0$0--
20151111$699,890$75,467$680iApproximate average salary by contribution assumption: employee only about $16,997 at 4% or $11,331 at 6%; with 50% employer match about $11,331 at 4% or $7,554 at 6%; with 100% employer match about $8,499 at 4% or $5,666 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-111$699,890$75,467$680iApproximate average salary by contribution assumption: employee only about $16,997 at 4% or $11,331 at 6%; with 50% employer match about $11,331 at 4% or $7,554 at 6%; with 100% employer match about $8,499 at 4% or $5,666 at 6%.
20141123$692,883$69,783$567iApproximate average salary by contribution assumption: employee only about $14,184 at 4% or $9,456 at 6%; with 50% employer match about $9,456 at 4% or $6,304 at 6%; with 100% employer match about $7,092 at 4% or $4,728 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-123$692,883$69,783$567iApproximate average salary by contribution assumption: employee only about $14,184 at 4% or $9,456 at 6%; with 50% employer match about $9,456 at 4% or $6,304 at 6%; with 100% employer match about $7,092 at 4% or $4,728 at 6%.
20131111$624,137$51,197$461iApproximate average salary by contribution assumption: employee only about $11,531 at 4% or $7,687 at 6%; with 50% employer match about $7,687 at 4% or $5,125 at 6%; with 100% employer match about $5,765 at 4% or $3,844 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-111$624,137$51,197$461iApproximate average salary by contribution assumption: employee only about $11,531 at 4% or $7,687 at 6%; with 50% employer match about $7,687 at 4% or $5,125 at 6%; with 100% employer match about $5,765 at 4% or $3,844 at 6%.
20121109$701,429$47,961$440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-109$701,429$47,961$440iApproximate average salary by contribution assumption: employee only about $11,000 at 4% or $7,333 at 6%; with 50% employer match about $7,333 at 4% or $4,889 at 6%; with 100% employer match about $5,500 at 4% or $3,667 at 6%.
20111115$606,779$45,726$398iApproximate average salary by contribution assumption: employee only about $9,940 at 4% or $6,627 at 6%; with 50% employer match about $6,627 at 4% or $4,418 at 6%; with 100% employer match about $4,970 at 4% or $3,313 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-115$606,779$45,726$398iApproximate average salary by contribution assumption: employee only about $9,940 at 4% or $6,627 at 6%; with 50% employer match about $6,627 at 4% or $4,418 at 6%; with 100% employer match about $4,970 at 4% or $3,313 at 6%.
2010126$595,405$38,029$1,463iApproximate average salary by contribution assumption: employee only about $36,566 at 4% or $24,378 at 6%; with 50% employer match about $24,378 at 4% or $16,252 at 6%; with 100% employer match about $18,283 at 4% or $12,189 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-26$595,405$38,029$1,463iApproximate average salary by contribution assumption: employee only about $36,566 at 4% or $24,378 at 6%; with 50% employer match about $24,378 at 4% or $16,252 at 6%; with 100% employer match about $18,283 at 4% or $12,189 at 6%.
2009124$509,825$32,569$1,357iApproximate average salary by contribution assumption: employee only about $33,926 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,963 at 4% or $11,309 at 6%.
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-24$509,825$32,569$1,357iApproximate average salary by contribution assumption: employee only about $33,926 at 4% or $22,617 at 6%; with 50% employer match about $22,617 at 4% or $15,078 at 6%; with 100% employer match about $16,963 at 4% or $11,309 at 6%.
200820$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200710$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200610$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200510$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200410$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200320$0$0-
Fixed Tax Deferred Annuity Plan-0---
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200220$0$0-
Fixed Tax Deferred Annuity Plan-0---
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200120$0$0-
Fixed Tax Deferred Annuity Plan-0---
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
200020$0$0-
Fixed Tax Deferred Annuity Plan-0---
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
199920$0$0-
Aul American Custodial Tax Deferred Annuity Plan- Voluntary-0---
Fixed Tax Deferred Annuity Plan-0---