Civic Intelligence

Windward Private Wealth Management Inc.

Plan context: Windward Private Wealth Management Inc. 401(K) Plan

EIN 48-1217561 • Overland Park, KS • 11 filings • 1 plans

10955 Lowell Avenue, Suite 410Overland Park, KS 66210
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$1,354,470

2024 Contributions

$95,468

Historical Graphs

Total Assets Over Time

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

$1,354,470$677,235$0201420192024YearValue
$1,354,470Latest year 2024

Participants Over Time

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

1160201420192024YearValue
9Latest 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
202419$1,354,470$95,468$10,608iApproximate average salary by contribution assumption: employee only about $265,189 at 4% or $176,793 at 6%; with 50% employer match about $176,793 at 4% or $117,862 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-9$1,354,470$95,468$10,608iApproximate average salary by contribution assumption: employee only about $265,189 at 4% or $176,793 at 6%; with 50% employer match about $176,793 at 4% or $117,862 at 6%; with 100% employer match about $132,594 at 4% or $88,396 at 6%.
202318$1,142,947$78,861$9,858iApproximate average salary by contribution assumption: employee only about $246,441 at 4% or $164,294 at 6%; with 50% employer match about $164,294 at 4% or $109,529 at 6%; with 100% employer match about $123,220 at 4% or $82,147 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-8$1,142,947$78,861$9,858iApproximate average salary by contribution assumption: employee only about $246,441 at 4% or $164,294 at 6%; with 50% employer match about $164,294 at 4% or $109,529 at 6%; with 100% employer match about $123,220 at 4% or $82,147 at 6%.
202219$976,239$149,964$16,663iApproximate average salary by contribution assumption: employee only about $416,567 at 4% or $277,711 at 6%; with 50% employer match about $277,711 at 4% or $185,141 at 6%; with 100% employer match about $208,283 at 4% or $138,856 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-9$976,239$149,964$16,663iApproximate average salary by contribution assumption: employee only about $416,567 at 4% or $277,711 at 6%; with 50% employer match about $277,711 at 4% or $185,141 at 6%; with 100% employer match about $208,283 at 4% or $138,856 at 6%.
2021111$1,086,671$174,146$15,831iApproximate average salary by contribution assumption: employee only about $395,786 at 4% or $263,858 at 6%; with 50% employer match about $263,858 at 4% or $175,905 at 6%; with 100% employer match about $197,893 at 4% or $131,929 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-11$1,086,671$174,146$15,831iApproximate average salary by contribution assumption: employee only about $395,786 at 4% or $263,858 at 6%; with 50% employer match about $263,858 at 4% or $175,905 at 6%; with 100% employer match about $197,893 at 4% or $131,929 at 6%.
202019$822,596$150,348$16,705iApproximate average salary by contribution assumption: employee only about $417,633 at 4% or $278,422 at 6%; with 50% employer match about $278,422 at 4% or $185,615 at 6%; with 100% employer match about $208,817 at 4% or $139,211 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-9$822,596$150,348$16,705iApproximate average salary by contribution assumption: employee only about $417,633 at 4% or $278,422 at 6%; with 50% employer match about $278,422 at 4% or $185,615 at 6%; with 100% employer match about $208,817 at 4% or $139,211 at 6%.
201918$593,910$128,439$16,055iApproximate average salary by contribution assumption: employee only about $401,372 at 4% or $267,581 at 6%; with 50% employer match about $267,581 at 4% or $178,388 at 6%; with 100% employer match about $200,686 at 4% or $133,791 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-8$593,910$128,439$16,055iApproximate average salary by contribution assumption: employee only about $401,372 at 4% or $267,581 at 6%; with 50% employer match about $267,581 at 4% or $178,388 at 6%; with 100% employer match about $200,686 at 4% or $133,791 at 6%.
201817$404,089$105,177$15,025iApproximate average salary by contribution assumption: employee only about $375,632 at 4% or $250,421 at 6%; with 50% employer match about $250,421 at 4% or $166,948 at 6%; with 100% employer match about $187,816 at 4% or $125,211 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-7$404,089$105,177$15,025iApproximate average salary by contribution assumption: employee only about $375,632 at 4% or $250,421 at 6%; with 50% employer match about $250,421 at 4% or $166,948 at 6%; with 100% employer match about $187,816 at 4% or $125,211 at 6%.
201717$338,152$103,014$14,716iApproximate average salary by contribution assumption: employee only about $367,907 at 4% or $245,271 at 6%; with 50% employer match about $245,271 at 4% or $163,514 at 6%; with 100% employer match about $183,954 at 4% or $122,636 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-7$338,152$103,014$14,716iApproximate average salary by contribution assumption: employee only about $367,907 at 4% or $245,271 at 6%; with 50% employer match about $245,271 at 4% or $163,514 at 6%; with 100% employer match about $183,954 at 4% or $122,636 at 6%.
201615$213,659$66,319$13,264iApproximate average salary by contribution assumption: employee only about $331,595 at 4% or $221,063 at 6%; with 50% employer match about $221,063 at 4% or $147,376 at 6%; with 100% employer match about $165,798 at 4% or $110,532 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-5$213,659$66,319$13,264iApproximate average salary by contribution assumption: employee only about $331,595 at 4% or $221,063 at 6%; with 50% employer match about $221,063 at 4% or $147,376 at 6%; with 100% employer match about $165,798 at 4% or $110,532 at 6%.
201516$139,845$67,347$11,225iApproximate average salary by contribution assumption: employee only about $280,613 at 4% or $187,075 at 6%; with 50% employer match about $187,075 at 4% or $124,717 at 6%; with 100% employer match about $140,306 at 4% or $93,538 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-6$139,845$67,347$11,225iApproximate average salary by contribution assumption: employee only about $280,613 at 4% or $187,075 at 6%; with 50% employer match about $187,075 at 4% or $124,717 at 6%; with 100% employer match about $140,306 at 4% or $93,538 at 6%.
201416$78,366$78,533$13,089iApproximate average salary by contribution assumption: employee only about $327,221 at 4% or $218,147 at 6%; with 50% employer match about $218,147 at 4% or $145,431 at 6%; with 100% employer match about $163,610 at 4% or $109,074 at 6%.
Windward Private Wealth Management Inc. 401(K) Plan-6$78,366$78,533$13,089iApproximate average salary by contribution assumption: employee only about $327,221 at 4% or $218,147 at 6%; with 50% employer match about $218,147 at 4% or $145,431 at 6%; with 100% employer match about $163,610 at 4% or $109,074 at 6%.