Civic Intelligence

Windle Wealth

Plan context: Windle Wealth 401(K) Plan

EIN 46-5030687 • Oklahoma City, OK • 6 filings • 1 plans

5740 NW 132nd StreetOklahoma City, OK 73142
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$506,355

2025 Contributions

$89,752

Historical Graphs

Total Assets Over Time

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

$506,355$253,178$0202020232025YearValue
$506,355Latest year 2025

Participants Over Time

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

840202020232025YearValue
8Latest 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
202518$506,355$89,752$11,219iApproximate average salary by contribution assumption: employee only about $280,475 at 4% or $186,983 at 6%; with 50% employer match about $186,983 at 4% or $124,656 at 6%; with 100% employer match about $140,238 at 4% or $93,492 at 6%.
Windle Wealth 401(K) Plan-8$506,355$89,752$11,219iApproximate average salary by contribution assumption: employee only about $280,475 at 4% or $186,983 at 6%; with 50% employer match about $186,983 at 4% or $124,656 at 6%; with 100% employer match about $140,238 at 4% or $93,492 at 6%.
202417$299,563$67,254$9,608iApproximate average salary by contribution assumption: employee only about $240,193 at 4% or $160,129 at 6%; with 50% employer match about $160,129 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%.
Windle Wealth 401(K) Plan-7$299,563$67,254$9,608iApproximate average salary by contribution assumption: employee only about $240,193 at 4% or $160,129 at 6%; with 50% employer match about $160,129 at 4% or $106,752 at 6%; with 100% employer match about $120,096 at 4% or $80,064 at 6%.
202317$198,268$67,365$9,624iApproximate average salary by contribution assumption: employee only about $240,589 at 4% or $160,393 at 6%; with 50% employer match about $160,393 at 4% or $106,929 at 6%; with 100% employer match about $120,295 at 4% or $80,196 at 6%.
Windle Wealth 401(K) Plan-7$198,268$67,365$9,624iApproximate average salary by contribution assumption: employee only about $240,589 at 4% or $160,393 at 6%; with 50% employer match about $160,393 at 4% or $106,929 at 6%; with 100% employer match about $120,295 at 4% or $80,196 at 6%.
202216$106,757$61,016$10,169iApproximate average salary by contribution assumption: employee only about $254,233 at 4% or $169,489 at 6%; with 50% employer match about $169,489 at 4% or $112,993 at 6%; with 100% employer match about $127,117 at 4% or $84,744 at 6%.
Windle Wealth 401(K) Plan-6$106,757$61,016$10,169iApproximate average salary by contribution assumption: employee only about $254,233 at 4% or $169,489 at 6%; with 50% employer match about $169,489 at 4% or $112,993 at 6%; with 100% employer match about $127,117 at 4% or $84,744 at 6%.
202118$57,081$33,968$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
Windle Wealth 401(K) Plan-8$57,081$33,968$4,246iApproximate average salary by contribution assumption: employee only about $106,150 at 4% or $70,767 at 6%; with 50% employer match about $70,767 at 4% or $47,178 at 6%; with 100% employer match about $53,075 at 4% or $35,383 at 6%.
202014$22,207$19,348$4,837iApproximate average salary by contribution assumption: employee only about $120,925 at 4% or $80,617 at 6%; with 50% employer match about $80,617 at 4% or $53,744 at 6%; with 100% employer match about $60,463 at 4% or $40,308 at 6%.
Windle Wealth 401(K) Plan-4$22,207$19,348$4,837iApproximate average salary by contribution assumption: employee only about $120,925 at 4% or $80,617 at 6%; with 50% employer match about $80,617 at 4% or $53,744 at 6%; with 100% employer match about $60,463 at 4% or $40,308 at 6%.