Civic Intelligence

Windham Financial Group PC

Plan context: Windham Financial Group PC 401(K) Plan

EIN 46-4341407 • Gardendale, AL • 11 filings • 1 plans

1420 Northbrook Drive, Suite 104Gardendale, AL 35071
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$1,096,095

2025 Contributions

$142,433

Historical Graphs

Total Assets Over Time

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

$1,096,095$548,048$0201520202025YearValue
$1,096,095Latest year 2025

Participants Over Time

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

740201520202025YearValue
7Latest year 2025

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
202517$1,096,095$142,433$20,348iApproximate average salary by contribution assumption: employee only about $508,689 at 4% or $339,126 at 6%; with 50% employer match about $339,126 at 4% or $226,084 at 6%; with 100% employer match about $254,345 at 4% or $169,563 at 6%.
Windham Financial Group PC 401(K) Plan-7$1,096,095$142,433$20,348iApproximate average salary by contribution assumption: employee only about $508,689 at 4% or $339,126 at 6%; with 50% employer match about $339,126 at 4% or $226,084 at 6%; with 100% employer match about $254,345 at 4% or $169,563 at 6%.
202417$821,037$97,294$13,899iApproximate average salary by contribution assumption: employee only about $347,479 at 4% or $231,652 at 6%; with 50% employer match about $231,652 at 4% or $154,435 at 6%; with 100% employer match about $173,739 at 4% or $115,826 at 6%.
Windham Financial Group PC 401(K) Plan-7$821,037$97,294$13,899iApproximate average salary by contribution assumption: employee only about $347,479 at 4% or $231,652 at 6%; with 50% employer match about $231,652 at 4% or $154,435 at 6%; with 100% employer match about $173,739 at 4% or $115,826 at 6%.
202317$625,945$98,845$14,121iApproximate average salary by contribution assumption: employee only about $353,018 at 4% or $235,345 at 6%; with 50% employer match about $235,345 at 4% or $156,897 at 6%; with 100% employer match about $176,509 at 4% or $117,673 at 6%.
Windham Financial Group PC 401(K) Plan-7$625,945$98,845$14,121iApproximate average salary by contribution assumption: employee only about $353,018 at 4% or $235,345 at 6%; with 50% employer match about $235,345 at 4% or $156,897 at 6%; with 100% employer match about $176,509 at 4% or $117,673 at 6%.
202217$450,245$93,158$13,308iApproximate average salary by contribution assumption: employee only about $332,707 at 4% or $221,805 at 6%; with 50% employer match about $221,805 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,902 at 6%.
Windham Financial Group PC 401(K) Plan-7$450,245$93,158$13,308iApproximate average salary by contribution assumption: employee only about $332,707 at 4% or $221,805 at 6%; with 50% employer match about $221,805 at 4% or $147,870 at 6%; with 100% employer match about $166,354 at 4% or $110,902 at 6%.
202116$442,235$81,959$13,660iApproximate average salary by contribution assumption: employee only about $341,496 at 4% or $227,664 at 6%; with 50% employer match about $227,664 at 4% or $151,776 at 6%; with 100% employer match about $170,748 at 4% or $113,832 at 6%.
Windham Financial Group PC 401(K) Plan-6$442,235$81,959$13,660iApproximate average salary by contribution assumption: employee only about $341,496 at 4% or $227,664 at 6%; with 50% employer match about $227,664 at 4% or $151,776 at 6%; with 100% employer match about $170,748 at 4% or $113,832 at 6%.
202016$335,109$18,327$3,055iApproximate average salary by contribution assumption: employee only about $76,363 at 4% or $50,908 at 6%; with 50% employer match about $50,908 at 4% or $33,939 at 6%; with 100% employer match about $38,181 at 4% or $25,454 at 6%.
Windham Financial Group PC 401(K) Plan-6$335,109$18,327$3,055iApproximate average salary by contribution assumption: employee only about $76,363 at 4% or $50,908 at 6%; with 50% employer match about $50,908 at 4% or $33,939 at 6%; with 100% employer match about $38,181 at 4% or $25,454 at 6%.
201916$292,379$16,843$2,807iApproximate average salary by contribution assumption: employee only about $70,179 at 4% or $46,786 at 6%; with 50% employer match about $46,786 at 4% or $31,191 at 6%; with 100% employer match about $35,090 at 4% or $23,393 at 6%.
Windham Financial Group PC 401(K) Plan-6$292,379$16,843$2,807iApproximate average salary by contribution assumption: employee only about $70,179 at 4% or $46,786 at 6%; with 50% employer match about $46,786 at 4% or $31,191 at 6%; with 100% employer match about $35,090 at 4% or $23,393 at 6%.
201815$221,280$89,807$17,961iApproximate average salary by contribution assumption: employee only about $449,035 at 4% or $299,357 at 6%; with 50% employer match about $299,357 at 4% or $199,571 at 6%; with 100% employer match about $224,518 at 4% or $149,678 at 6%.
Windham Financial Group PC 401(K) Plan-5$221,280$89,807$17,961iApproximate average salary by contribution assumption: employee only about $449,035 at 4% or $299,357 at 6%; with 50% employer match about $299,357 at 4% or $199,571 at 6%; with 100% employer match about $224,518 at 4% or $149,678 at 6%.
201715$148,115$64,500$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
Windham Financial Group PC 401(K) Plan-5$148,115$64,500$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
201613$70,527$38,783$12,928iApproximate average salary by contribution assumption: employee only about $323,192 at 4% or $215,461 at 6%; with 50% employer match about $215,461 at 4% or $143,641 at 6%; with 100% employer match about $161,596 at 4% or $107,731 at 6%.
Windham Financial Group PC 401(K) Plan-3$70,527$38,783$12,928iApproximate average salary by contribution assumption: employee only about $323,192 at 4% or $215,461 at 6%; with 50% employer match about $215,461 at 4% or $143,641 at 6%; with 100% employer match about $161,596 at 4% or $107,731 at 6%.
201512$29,135$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.
Windham Financial Group PC 401(K) Plan-2$29,135$29,000$14,500iApproximate average salary by contribution assumption: employee only about $362,500 at 4% or $241,667 at 6%; with 50% employer match about $241,667 at 4% or $161,111 at 6%; with 100% employer match about $181,250 at 4% or $120,833 at 6%.