Civic Intelligence

Windward Fund

Plan context: Windward Fund 401(K) Plan

EIN 47-3522162 • Washington, DC • 9 filings • 2 plans

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1828 L Street NW Suite 300-cWashington, DC 20036
Current Snapshot

Latest Year

2024

2024 Participants

76

2024 Assets

$4,367,962

2024 Contributions

$2,314,556

Historical Graphs

Total Assets Over Time

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

$4,639,682$2,319,841$0201720212024YearValue
$4,367,962Latest year 2024

Participants Over Time

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

145730201720212024YearValue
76Latest year 2024

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
2024276$4,367,962$2,314,556$30,455iApproximate average salary by contribution assumption: employee only about $761,367 at 4% or $507,578 at 6%; with 50% employer match about $507,578 at 4% or $338,385 at 6%; with 100% employer match about $380,684 at 4% or $253,789 at 6%.
Windward Fund 401(K) Plan-76$4,367,962$2,314,556$30,455iApproximate average salary by contribution assumption: employee only about $761,367 at 4% or $507,578 at 6%; with 50% employer match about $507,578 at 4% or $338,385 at 6%; with 100% employer match about $380,684 at 4% or $253,789 at 6%.
Windward Fund Employee Benefits Plan-36---
20231145$4,639,682$3,138,164$21,643iApproximate average salary by contribution assumption: employee only about $541,063 at 4% or $360,709 at 6%; with 50% employer match about $360,709 at 4% or $240,472 at 6%; with 100% employer match about $270,531 at 4% or $180,354 at 6%.
Windward Fund 401(K) Plan-145$4,639,682$3,138,164$21,643iApproximate average salary by contribution assumption: employee only about $541,063 at 4% or $360,709 at 6%; with 50% employer match about $360,709 at 4% or $240,472 at 6%; with 100% employer match about $270,531 at 4% or $180,354 at 6%.
2022178$1,220,387$1,127,536$14,456iApproximate average salary by contribution assumption: employee only about $361,390 at 4% or $240,926 at 6%; with 50% employer match about $240,926 at 4% or $160,618 at 6%; with 100% employer match about $180,695 at 4% or $120,463 at 6%.
Windward Fund 401(K) Plan-78$1,220,387$1,127,536$14,456iApproximate average salary by contribution assumption: employee only about $361,390 at 4% or $240,926 at 6%; with 50% employer match about $240,926 at 4% or $160,618 at 6%; with 100% employer match about $180,695 at 4% or $120,463 at 6%.
2021163$1,219,626$635,392$10,086iApproximate average salary by contribution assumption: employee only about $252,140 at 4% or $168,093 at 6%; with 50% employer match about $168,093 at 4% or $112,062 at 6%; with 100% employer match about $126,070 at 4% or $84,047 at 6%.
Windward Fund 401(K) Plan-63$1,219,626$635,392$10,086iApproximate average salary by contribution assumption: employee only about $252,140 at 4% or $168,093 at 6%; with 50% employer match about $168,093 at 4% or $112,062 at 6%; with 100% employer match about $126,070 at 4% or $84,047 at 6%.
2020135$545,361$394,877$11,282iApproximate average salary by contribution assumption: employee only about $282,055 at 4% or $188,037 at 6%; with 50% employer match about $188,037 at 4% or $125,358 at 6%; with 100% employer match about $141,028 at 4% or $94,018 at 6%.
Windward Fund 401(K) Plan-35$545,361$394,877$11,282iApproximate average salary by contribution assumption: employee only about $282,055 at 4% or $188,037 at 6%; with 50% employer match about $188,037 at 4% or $125,358 at 6%; with 100% employer match about $141,028 at 4% or $94,018 at 6%.
2019122$387,505$220,504$10,023iApproximate average salary by contribution assumption: employee only about $250,573 at 4% or $167,048 at 6%; with 50% employer match about $167,048 at 4% or $111,366 at 6%; with 100% employer match about $125,286 at 4% or $83,524 at 6%.
Windward Fund 401(K) Plan-22$387,505$220,504$10,023iApproximate average salary by contribution assumption: employee only about $250,573 at 4% or $167,048 at 6%; with 50% employer match about $167,048 at 4% or $111,366 at 6%; with 100% employer match about $125,286 at 4% or $83,524 at 6%.
2018111$161,132$113,359$10,305iApproximate average salary by contribution assumption: employee only about $257,634 at 4% or $171,756 at 6%; with 50% employer match about $171,756 at 4% or $114,504 at 6%; with 100% employer match about $128,817 at 4% or $85,878 at 6%.
Windward Fund 401(K) Plan-11$161,132$113,359$10,305iApproximate average salary by contribution assumption: employee only about $257,634 at 4% or $171,756 at 6%; with 50% employer match about $171,756 at 4% or $114,504 at 6%; with 100% employer match about $128,817 at 4% or $85,878 at 6%.
201713$56,080$20,926$6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%.
Windward Fund 401(K) Plan-3$56,080$20,926$6,975iApproximate average salary by contribution assumption: employee only about $174,383 at 4% or $116,256 at 6%; with 50% employer match about $116,256 at 4% or $77,504 at 6%; with 100% employer match about $87,192 at 4% or $58,128 at 6%.