Civic Intelligence

Richard Winkel CPA Inc

Plan context: Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust

EIN 41-2248554 • Beaverton, OR • 6 filings • 2 plans

15086 NW Oakmont LoopBeaverton, OR 97006
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$475,404

2021 Contributions

$56,798

Historical Graphs

Total Assets Over Time

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

$475,404$237,702$0201620192021YearValue
$475,404Latest year 2021

Participants Over Time

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

210201620192021YearValue
2Latest year 2021

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
202112$475,404$56,798$28,399iApproximate average salary by contribution assumption: employee only about $709,975 at 4% or $473,317 at 6%; with 50% employer match about $473,317 at 4% or $315,544 at 6%; with 100% employer match about $354,988 at 4% or $236,658 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$475,404$56,798$28,399iApproximate average salary by contribution assumption: employee only about $709,975 at 4% or $473,317 at 6%; with 50% employer match about $473,317 at 4% or $315,544 at 6%; with 100% employer match about $354,988 at 4% or $236,658 at 6%.
202012$343,143$38,872$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$343,143$38,872$19,436iApproximate average salary by contribution assumption: employee only about $485,900 at 4% or $323,933 at 6%; with 50% employer match about $323,933 at 4% or $215,956 at 6%; with 100% employer match about $242,950 at 4% or $161,967 at 6%.
201912$257,046$33,304$16,652iApproximate average salary by contribution assumption: employee only about $416,300 at 4% or $277,533 at 6%; with 50% employer match about $277,533 at 4% or $185,022 at 6%; with 100% employer match about $208,150 at 4% or $138,767 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$257,046$33,304$16,652iApproximate average salary by contribution assumption: employee only about $416,300 at 4% or $277,533 at 6%; with 50% employer match about $277,533 at 4% or $185,022 at 6%; with 100% employer match about $208,150 at 4% or $138,767 at 6%.
201812$178,043$23,648$11,824iApproximate average salary by contribution assumption: employee only about $295,600 at 4% or $197,067 at 6%; with 50% employer match about $197,067 at 4% or $131,378 at 6%; with 100% employer match about $147,800 at 4% or $98,533 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$178,043$23,648$11,824iApproximate average salary by contribution assumption: employee only about $295,600 at 4% or $197,067 at 6%; with 50% employer match about $197,067 at 4% or $131,378 at 6%; with 100% employer match about $147,800 at 4% or $98,533 at 6%.
201712$175,509$33,240$16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$175,509$33,240$16,620iApproximate average salary by contribution assumption: employee only about $415,500 at 4% or $277,000 at 6%; with 50% employer match about $277,000 at 4% or $184,667 at 6%; with 100% employer match about $207,750 at 4% or $138,500 at 6%.
201612$116,384$21,175$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.
Richard Winkel CPA Inc 401(K) Profit Sharing Plan & Trust-2$116,384$21,175$10,588iApproximate average salary by contribution assumption: employee only about $264,688 at 4% or $176,458 at 6%; with 50% employer match about $176,458 at 4% or $117,639 at 6%; with 100% employer match about $132,344 at 4% or $88,229 at 6%.