Civic Intelligence

Winkelmann & Associates Inc

Plan context: Winkelmann and Associates Age-Based Profit Sharing Plan & Trust

EIN 52-1492683 • Strasburg, VA • 14 filings • 7 plans

2612 Coal Mine RoadStrasburg, VA 22657
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$1,062,158

2012 Contributions

$1,248

Historical Graphs

Total Assets Over Time

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

$1,062,158$531,079$0199920062011YearValue
$1,062,158Latest year 2011

Participants Over Time

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

630199920052011YearValue
3Latest year 2011

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
201210$0$1,248-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-0$0$1,248-
201113$1,062,158$1,208$403iApproximate average salary by contribution assumption: employee only about $10,067 at 4% or $6,711 at 6%; with 50% employer match about $6,711 at 4% or $4,474 at 6%; with 100% employer match about $5,033 at 4% or $3,356 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-3$1,062,158$1,208$403iApproximate average salary by contribution assumption: employee only about $10,067 at 4% or $6,711 at 6%; with 50% employer match about $6,711 at 4% or $4,474 at 6%; with 100% employer match about $5,033 at 4% or $3,356 at 6%.
201013$933,344$1,383$461iApproximate average salary by contribution assumption: employee only about $11,525 at 4% or $7,683 at 6%; with 50% employer match about $7,683 at 4% or $5,122 at 6%; with 100% employer match about $5,763 at 4% or $3,842 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-3$933,344$1,383$461iApproximate average salary by contribution assumption: employee only about $11,525 at 4% or $7,683 at 6%; with 50% employer match about $7,683 at 4% or $5,122 at 6%; with 100% employer match about $5,763 at 4% or $3,842 at 6%.
200913$1,019,309$1,460$487iApproximate average salary by contribution assumption: employee only about $12,167 at 4% or $8,111 at 6%; with 50% employer match about $8,111 at 4% or $5,407 at 6%; with 100% employer match about $6,083 at 4% or $4,056 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-3$1,019,309$1,460$487iApproximate average salary by contribution assumption: employee only about $12,167 at 4% or $8,111 at 6%; with 50% employer match about $8,111 at 4% or $5,407 at 6%; with 100% employer match about $6,083 at 4% or $4,056 at 6%.
200814$958,726$1,941$485iApproximate average salary by contribution assumption: employee only about $12,131 at 4% or $8,088 at 6%; with 50% employer match about $8,088 at 4% or $5,392 at 6%; with 100% employer match about $6,066 at 4% or $4,044 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$958,726$1,941$485iApproximate average salary by contribution assumption: employee only about $12,131 at 4% or $8,088 at 6%; with 50% employer match about $8,088 at 4% or $5,392 at 6%; with 100% employer match about $6,066 at 4% or $4,044 at 6%.
200714$0$0-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4---
200614$1,018,633$2,017$504iApproximate average salary by contribution assumption: employee only about $12,606 at 4% or $8,404 at 6%; with 50% employer match about $8,404 at 4% or $5,603 at 6%; with 100% employer match about $6,303 at 4% or $4,202 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$1,018,633$2,017$504iApproximate average salary by contribution assumption: employee only about $12,606 at 4% or $8,404 at 6%; with 50% employer match about $8,404 at 4% or $5,603 at 6%; with 100% employer match about $6,303 at 4% or $4,202 at 6%.
200514$852,649$4,297$1,074iApproximate average salary by contribution assumption: employee only about $26,856 at 4% or $17,904 at 6%; with 50% employer match about $17,904 at 4% or $11,936 at 6%; with 100% employer match about $13,428 at 4% or $8,952 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$852,649$4,297$1,074iApproximate average salary by contribution assumption: employee only about $26,856 at 4% or $17,904 at 6%; with 50% employer match about $17,904 at 4% or $11,936 at 6%; with 100% employer match about $13,428 at 4% or $8,952 at 6%.
200414$708,705$4,600$1,150iApproximate average salary by contribution assumption: employee only about $28,750 at 4% or $19,167 at 6%; with 50% employer match about $19,167 at 4% or $12,778 at 6%; with 100% employer match about $14,375 at 4% or $9,583 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$708,705$4,600$1,150iApproximate average salary by contribution assumption: employee only about $28,750 at 4% or $19,167 at 6%; with 50% employer match about $19,167 at 4% or $12,778 at 6%; with 100% employer match about $14,375 at 4% or $9,583 at 6%.
200315$0$0-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-5---
200214$444,713$30,189$7,547iApproximate average salary by contribution assumption: employee only about $188,681 at 4% or $125,788 at 6%; with 50% employer match about $125,788 at 4% or $83,858 at 6%; with 100% employer match about $94,341 at 4% or $62,894 at 6%.
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$444,713$30,189$7,547iApproximate average salary by contribution assumption: employee only about $188,681 at 4% or $125,788 at 6%; with 50% employer match about $125,788 at 4% or $83,858 at 6%; with 100% employer match about $94,341 at 4% or $62,894 at 6%.
200116$0$0-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-6---
200015$0$0-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-5---
199914$343,748$0-
Winkelmann and Associates Age-Based Profit Sharing Plan & Trust-4$343,748--