Civic Intelligence

Winston Law Office

Plan context: American Express Trust Company as Custodian of John B Winston Money Purchase Plan

EIN 41-1766839 • 8 filings • 6 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$247,969

2002 Contributions

$36,800

Historical Graphs

Total Assets Over Time

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

$247,969$123,985$01999YearValue
$247,969Latest year 1999

Participants Over Time

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

210199920002001YearValue
1Latest year 2001

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
200210$0$0-
American Express Trust Company as Custodian of John B Winston Money Purchase Plan-0---
200131$0$0-
American Express Trust Company as Custodian of John B Winston Money Purchase Plan-0---
American Express Trust Company as Custodian of John B Winston Profit Sharing Plan-1---
American Express Trust Company as Custodian of John B Winston Money Purchase Plan-1---
200021$0$0-
AMERICAN EXPRESI TRUST COMMNY AS CUSTODIAN OF JOHN B. WINSTON MONEY PURCHASE PLAN-1---
American Express Trust Company as Custodian of John B Winston Profit Sharing Plan-1---
199922$247,969$36,800$18,400iApproximate average salary by contribution assumption: employee only about $460,000 at 4% or $306,667 at 6%; with 50% employer match about $306,667 at 4% or $204,444 at 6%; with 100% employer match about $230,000 at 4% or $153,333 at 6%.
American Express Trust Company as Custodian of John B Winston Money Purchase Plan-2$148,355$20,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
American Express Trust Company as Custodian of John B Winston Profit Sharing Plan-2$99,614$16,800$8,400iApproximate average salary by contribution assumption: employee only about $210,000 at 4% or $140,000 at 6%; with 50% employer match about $140,000 at 4% or $93,333 at 6%; with 100% employer match about $105,000 at 4% or $70,000 at 6%.