Civic Intelligence

Windward Wealth Strategies Inc.

Plan context: Windward Wealth Strategies Inc. 401(K) Plan

EIN 47-3147842 • Oshkosh, WI • 11 filings • 1 plans

2370 State Road 44, Suite AOshkosh, WI 54904
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$941,405

2025 Contributions

$28,896

Historical Graphs

Total Assets Over Time

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

$980,863$490,432$0201520202025YearValue
$941,405Latest year 2025

Participants Over Time

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

420201520202025YearValue
3Latest 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
202513$941,405$28,896$9,632iApproximate average salary by contribution assumption: employee only about $240,800 at 4% or $160,533 at 6%; with 50% employer match about $160,533 at 4% or $107,022 at 6%; with 100% employer match about $120,400 at 4% or $80,267 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-3$941,405$28,896$9,632iApproximate average salary by contribution assumption: employee only about $240,800 at 4% or $160,533 at 6%; with 50% employer match about $160,533 at 4% or $107,022 at 6%; with 100% employer match about $120,400 at 4% or $80,267 at 6%.
202414$980,863$18,923$4,731iApproximate average salary by contribution assumption: employee only about $118,269 at 4% or $78,846 at 6%; with 50% employer match about $78,846 at 4% or $52,564 at 6%; with 100% employer match about $59,134 at 4% or $39,423 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$980,863$18,923$4,731iApproximate average salary by contribution assumption: employee only about $118,269 at 4% or $78,846 at 6%; with 50% employer match about $78,846 at 4% or $52,564 at 6%; with 100% employer match about $59,134 at 4% or $39,423 at 6%.
202314$825,363$23,723$5,931iApproximate average salary by contribution assumption: employee only about $148,269 at 4% or $98,846 at 6%; with 50% employer match about $98,846 at 4% or $65,897 at 6%; with 100% employer match about $74,134 at 4% or $49,423 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$825,363$23,723$5,931iApproximate average salary by contribution assumption: employee only about $148,269 at 4% or $98,846 at 6%; with 50% employer match about $98,846 at 4% or $65,897 at 6%; with 100% employer match about $74,134 at 4% or $49,423 at 6%.
202214$674,146$33,878$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$674,146$33,878$8,470iApproximate average salary by contribution assumption: employee only about $211,738 at 4% or $141,158 at 6%; with 50% employer match about $141,158 at 4% or $94,106 at 6%; with 100% employer match about $105,869 at 4% or $70,579 at 6%.
202114$926,119$144,457$36,114iApproximate average salary by contribution assumption: employee only about $902,856 at 4% or $601,904 at 6%; with 50% employer match about $601,904 at 4% or $401,269 at 6%; with 100% employer match about $451,428 at 4% or $300,952 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$926,119$144,457$36,114iApproximate average salary by contribution assumption: employee only about $902,856 at 4% or $601,904 at 6%; with 50% employer match about $601,904 at 4% or $401,269 at 6%; with 100% employer match about $451,428 at 4% or $300,952 at 6%.
202014$810,444$46,791$11,698iApproximate average salary by contribution assumption: employee only about $292,444 at 4% or $194,963 at 6%; with 50% employer match about $194,963 at 4% or $129,975 at 6%; with 100% employer match about $146,222 at 4% or $97,481 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$810,444$46,791$11,698iApproximate average salary by contribution assumption: employee only about $292,444 at 4% or $194,963 at 6%; with 50% employer match about $194,963 at 4% or $129,975 at 6%; with 100% employer match about $146,222 at 4% or $97,481 at 6%.
201914$598,824$48,214$12,054iApproximate average salary by contribution assumption: employee only about $301,338 at 4% or $200,892 at 6%; with 50% employer match about $200,892 at 4% or $133,928 at 6%; with 100% employer match about $150,669 at 4% or $100,446 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$598,824$48,214$12,054iApproximate average salary by contribution assumption: employee only about $301,338 at 4% or $200,892 at 6%; with 50% employer match about $200,892 at 4% or $133,928 at 6%; with 100% employer match about $150,669 at 4% or $100,446 at 6%.
201814$440,020$52,684$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$440,020$52,684$13,171iApproximate average salary by contribution assumption: employee only about $329,275 at 4% or $219,517 at 6%; with 50% employer match about $219,517 at 4% or $146,344 at 6%; with 100% employer match about $164,638 at 4% or $109,758 at 6%.
201714$425,924$51,909$12,977iApproximate average salary by contribution assumption: employee only about $324,431 at 4% or $216,288 at 6%; with 50% employer match about $216,288 at 4% or $144,192 at 6%; with 100% employer match about $162,216 at 4% or $108,144 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$425,924$51,909$12,977iApproximate average salary by contribution assumption: employee only about $324,431 at 4% or $216,288 at 6%; with 50% employer match about $216,288 at 4% or $144,192 at 6%; with 100% employer match about $162,216 at 4% or $108,144 at 6%.
201614$312,281$52,566$13,142iApproximate average salary by contribution assumption: employee only about $328,538 at 4% or $219,025 at 6%; with 50% employer match about $219,025 at 4% or $146,017 at 6%; with 100% employer match about $164,269 at 4% or $109,513 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$312,281$52,566$13,142iApproximate average salary by contribution assumption: employee only about $328,538 at 4% or $219,025 at 6%; with 50% employer match about $219,025 at 4% or $146,017 at 6%; with 100% employer match about $164,269 at 4% or $109,513 at 6%.
201514$246,253$264,027$66,007iApproximate average salary by contribution assumption: employee only about $1,650,169 at 4% or $1,100,113 at 6%; with 50% employer match about $1,100,113 at 4% or $733,408 at 6%; with 100% employer match about $825,084 at 4% or $550,056 at 6%.
Windward Wealth Strategies Inc. 401(K) Plan-4$246,253$264,027$66,007iApproximate average salary by contribution assumption: employee only about $1,650,169 at 4% or $1,100,113 at 6%; with 50% employer match about $1,100,113 at 4% or $733,408 at 6%; with 100% employer match about $825,084 at 4% or $550,056 at 6%.