Civic Intelligence

Winfrey Investments Inc.

Plan context: Winfrey Investments Inc. 401(K) Plan

EIN 46-2240555 • Tampa, FL • 5 filings • 1 plans

10251 Waterside Oaks DrTampa, FL 33647-3194
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$220,915

2021 Contributions

$557,312

Historical Graphs

Total Assets Over Time

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

$775,884$387,942$0201320152016YearValue
$220,915Latest year 2016

Participants Over Time

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

210201320152016YearValue
2Latest 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
202110$0$0-
Winfrey Investments Inc. 401(K) Plan-0---
201612$220,915$0-
Winfrey Investments Inc. 401(K) Plan-2$220,915--
201512$220,915$0-
Winfrey Investments Inc. 401(K) Plan-2$220,915--
201412$775,884$557,312$278,656iApproximate average salary by contribution assumption: employee only about $6,966,400 at 4% or $4,644,267 at 6%; with 50% employer match about $4,644,267 at 4% or $3,096,178 at 6%; with 100% employer match about $3,483,200 at 4% or $2,322,133 at 6%.
Winfrey Investments Inc. 401(K) Plan-2$775,884$557,312$278,656iApproximate average salary by contribution assumption: employee only about $6,966,400 at 4% or $4,644,267 at 6%; with 50% employer match about $4,644,267 at 4% or $3,096,178 at 6%; with 100% employer match about $3,483,200 at 4% or $2,322,133 at 6%.
201312$217,293$338,068$169,034iApproximate average salary by contribution assumption: employee only about $4,225,850 at 4% or $2,817,233 at 6%; with 50% employer match about $2,817,233 at 4% or $1,878,156 at 6%; with 100% employer match about $2,112,925 at 4% or $1,408,617 at 6%.
Winfrey Investments Inc. 401(K) Plan-2$217,293$338,068$169,034iApproximate average salary by contribution assumption: employee only about $4,225,850 at 4% or $2,817,233 at 6%; with 50% employer match about $2,817,233 at 4% or $1,878,156 at 6%; with 100% employer match about $2,112,925 at 4% or $1,408,617 at 6%.