Civic Intelligence

Winfrey and Sons Enterprises Inc.

Plan context: Winfrey and Sons Enterprises Inc. Retirement Plan

EIN 47-4084233 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$314,977

2024 Contributions

$350,000

Historical Graphs

Total Assets Over Time

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

$389,972$194,986$0201520192023YearValue
$314,977Latest year 2023

Participants Over Time

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

530201520192023YearValue
2Latest year 2023

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
202410$0$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-0---
202312$314,977$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-2$314,977--
202214$299,978$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-4$299,978--
202114$389,972$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-4$389,972--
202015$374,973$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-5$374,973--
201915$349,975$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-5$349,975--
201814$249,982$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-4$249,982--
201714$229,984$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-4$229,984--
201614$219,984$0-
Winfrey and Sons Enterprises Inc. Retirement Plan-4$219,984--
201514$199,986$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Winfrey and Sons Enterprises Inc. Retirement Plan-4$199,986$350,000$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.