Civic Intelligence

Windsor Financial Group LLC

Plan context: Windsor Financial Group LLC 401K Plan

EIN 41-1904643 • Minneapolis, MN • 18 filings • 3 plans

225 S Sixth St, Suite 3800Minneapolis, MN 55402
Current Snapshot

Latest Year

2017

2017 Participants

12

2017 Assets

$1,678,862

2017 Contributions

$22,951

Historical Graphs

Total Assets Over Time

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

$1,865,525$932,763$0200220102016YearValue
$1,678,862Latest year 2016

Participants Over Time

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

22110200020082016YearValue
12Latest year 2016

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
201710$0$22,951-
Windsor Financial Group LLC 401K Plan-0-$22,951-
2016112$1,678,862$192,522$16,044iApproximate average salary by contribution assumption: employee only about $401,088 at 4% or $267,392 at 6%; with 50% employer match about $267,392 at 4% or $178,261 at 6%; with 100% employer match about $200,544 at 4% or $133,696 at 6%.
Windsor Financial Group LLC 401K Plan-12$1,678,862$192,522$16,044iApproximate average salary by contribution assumption: employee only about $401,088 at 4% or $267,392 at 6%; with 50% employer match about $267,392 at 4% or $178,261 at 6%; with 100% employer match about $200,544 at 4% or $133,696 at 6%.
2015113$1,672,059$184,865$14,220iApproximate average salary by contribution assumption: employee only about $355,510 at 4% or $237,006 at 6%; with 50% employer match about $237,006 at 4% or $158,004 at 6%; with 100% employer match about $177,755 at 4% or $118,503 at 6%.
Windsor Financial Group LLC 401K Plan-13$1,672,059$184,865$14,220iApproximate average salary by contribution assumption: employee only about $355,510 at 4% or $237,006 at 6%; with 50% employer match about $237,006 at 4% or $158,004 at 6%; with 100% employer match about $177,755 at 4% or $118,503 at 6%.
2014114$1,623,012$225,085$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
Windsor Financial Group LLC 401K Plan-14$1,623,012$225,085$16,078iApproximate average salary by contribution assumption: employee only about $401,938 at 4% or $267,958 at 6%; with 50% employer match about $267,958 at 4% or $178,639 at 6%; with 100% employer match about $200,969 at 4% or $133,979 at 6%.
2013117$1,520,633$232,547$13,679iApproximate average salary by contribution assumption: employee only about $341,981 at 4% or $227,987 at 6%; with 50% employer match about $227,987 at 4% or $151,992 at 6%; with 100% employer match about $170,990 at 4% or $113,994 at 6%.
Windsor Financial Group LLC 401K Plan-17$1,520,633$232,547$13,679iApproximate average salary by contribution assumption: employee only about $341,981 at 4% or $227,987 at 6%; with 50% employer match about $227,987 at 4% or $151,992 at 6%; with 100% employer match about $170,990 at 4% or $113,994 at 6%.
2012117$1,847,721$201,228$11,837iApproximate average salary by contribution assumption: employee only about $295,924 at 4% or $197,282 at 6%; with 50% employer match about $197,282 at 4% or $131,522 at 6%; with 100% employer match about $147,962 at 4% or $98,641 at 6%.
Windsor Financial Group LLC 401K Plan-17$1,847,721$201,228$11,837iApproximate average salary by contribution assumption: employee only about $295,924 at 4% or $197,282 at 6%; with 50% employer match about $197,282 at 4% or $131,522 at 6%; with 100% employer match about $147,962 at 4% or $98,641 at 6%.
2011115$1,865,525$168,186$11,212iApproximate average salary by contribution assumption: employee only about $280,310 at 4% or $186,873 at 6%; with 50% employer match about $186,873 at 4% or $124,582 at 6%; with 100% employer match about $140,155 at 4% or $93,437 at 6%.
Windsor Financial Group LLC 401K Plan-15$1,865,525$168,186$11,212iApproximate average salary by contribution assumption: employee only about $280,310 at 4% or $186,873 at 6%; with 50% employer match about $186,873 at 4% or $124,582 at 6%; with 100% employer match about $140,155 at 4% or $93,437 at 6%.
2010114$1,692,635$179,817$12,844iApproximate average salary by contribution assumption: employee only about $321,102 at 4% or $214,068 at 6%; with 50% employer match about $214,068 at 4% or $142,712 at 6%; with 100% employer match about $160,551 at 4% or $107,034 at 6%.
Windsor Financial Group LLC 401K Plan-14$1,692,635$179,817$12,844iApproximate average salary by contribution assumption: employee only about $321,102 at 4% or $214,068 at 6%; with 50% employer match about $214,068 at 4% or $142,712 at 6%; with 100% employer match about $160,551 at 4% or $107,034 at 6%.
2009117$1,285,800$287,535$16,914iApproximate average salary by contribution assumption: employee only about $422,846 at 4% or $281,897 at 6%; with 50% employer match about $281,897 at 4% or $187,931 at 6%; with 100% employer match about $211,423 at 4% or $140,949 at 6%.
Windsor Financial Group LLC 401K Plan-17$1,285,800$287,535$16,914iApproximate average salary by contribution assumption: employee only about $422,846 at 4% or $281,897 at 6%; with 50% employer match about $281,897 at 4% or $187,931 at 6%; with 100% employer match about $211,423 at 4% or $140,949 at 6%.
2008113$822,723$148,250$11,404iApproximate average salary by contribution assumption: employee only about $285,096 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
Windsor Financial Group LLC 401K Plan-13$822,723$148,250$11,404iApproximate average salary by contribution assumption: employee only about $285,096 at 4% or $190,064 at 6%; with 50% employer match about $190,064 at 4% or $126,709 at 6%; with 100% employer match about $142,548 at 4% or $95,032 at 6%.
2007110$0$0-
Windsor Financial Group LLC 401K Plan-10---
2006111$1,243,413$257,801$23,436iApproximate average salary by contribution assumption: employee only about $585,911 at 4% or $390,608 at 6%; with 50% employer match about $390,608 at 4% or $260,405 at 6%; with 100% employer match about $292,956 at 4% or $195,304 at 6%.
Windsor Financial Group LLC 401K Plan-11$1,243,413$257,801$23,436iApproximate average salary by contribution assumption: employee only about $585,911 at 4% or $390,608 at 6%; with 50% employer match about $390,608 at 4% or $260,405 at 6%; with 100% employer match about $292,956 at 4% or $195,304 at 6%.
2005122$959,743$163,292$7,422iApproximate average salary by contribution assumption: employee only about $185,559 at 4% or $123,706 at 6%; with 50% employer match about $123,706 at 4% or $82,471 at 6%; with 100% employer match about $92,780 at 4% or $61,853 at 6%.
Windsor Financial Group LLC 401K Plan-22$959,743$163,292$7,422iApproximate average salary by contribution assumption: employee only about $185,559 at 4% or $123,706 at 6%; with 50% employer match about $123,706 at 4% or $82,471 at 6%; with 100% employer match about $92,780 at 4% or $61,853 at 6%.
2004115$773,450$168,744$11,250iApproximate average salary by contribution assumption: employee only about $281,240 at 4% or $187,493 at 6%; with 50% employer match about $187,493 at 4% or $124,996 at 6%; with 100% employer match about $140,620 at 4% or $93,747 at 6%.
Windsor Financial Group LLC 401K Plan-15$773,450$168,744$11,250iApproximate average salary by contribution assumption: employee only about $281,240 at 4% or $187,493 at 6%; with 50% employer match about $187,493 at 4% or $124,996 at 6%; with 100% employer match about $140,620 at 4% or $93,747 at 6%.
2003115$1,213,638$182,972$12,198iApproximate average salary by contribution assumption: employee only about $304,953 at 4% or $203,302 at 6%; with 50% employer match about $203,302 at 4% or $135,535 at 6%; with 100% employer match about $152,477 at 4% or $101,651 at 6%.
Windsor Financial Group LLC 401K Plan-15$1,213,638$182,972$12,198iApproximate average salary by contribution assumption: employee only about $304,953 at 4% or $203,302 at 6%; with 50% employer match about $203,302 at 4% or $135,535 at 6%; with 100% employer match about $152,477 at 4% or $101,651 at 6%.
2002117$1,086,363$142,897$8,406iApproximate average salary by contribution assumption: employee only about $210,143 at 4% or $140,095 at 6%; with 50% employer match about $140,095 at 4% or $93,397 at 6%; with 100% employer match about $105,071 at 4% or $70,048 at 6%.
Windsor Financial Group LLC 401K Plan-17$1,086,363$142,897$8,406iApproximate average salary by contribution assumption: employee only about $210,143 at 4% or $140,095 at 6%; with 50% employer match about $140,095 at 4% or $93,397 at 6%; with 100% employer match about $105,071 at 4% or $70,048 at 6%.
2001115$0$0-
Windsor Financial Group LLC 401K Plan-15---
2000115$0$0-
Windsor Financial Group LLC 401K Plan-15---