Wingate & Associates Ltd
Plan context: Wingate Appraisal Service 401(K) Plan
EIN 54-0924776 • Roanoke, VA • 26 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
18
2025 Assets
$2,018,170
2025 Contributions
$69,414
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 18 | $2,018,170 | $69,414 | $3,856iApproximate average salary by contribution assumption: employee only about $96,408 at 4% or $64,272 at 6%; with 50% employer match about $64,272 at 4% or $42,848 at 6%; with 100% employer match about $48,204 at 4% or $32,136 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 18 | $2,018,170 | $69,414 | $3,856iApproximate average salary by contribution assumption: employee only about $96,408 at 4% or $64,272 at 6%; with 50% employer match about $64,272 at 4% or $42,848 at 6%; with 100% employer match about $48,204 at 4% or $32,136 at 6%. |
| 2024 | 1 | 20 | $2,767,102 | $67,610 | $3,381iApproximate average salary by contribution assumption: employee only about $84,513 at 4% or $56,342 at 6%; with 50% employer match about $56,342 at 4% or $37,561 at 6%; with 100% employer match about $42,256 at 4% or $28,171 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $2,767,102 | $67,610 | $3,381iApproximate average salary by contribution assumption: employee only about $84,513 at 4% or $56,342 at 6%; with 50% employer match about $56,342 at 4% or $37,561 at 6%; with 100% employer match about $42,256 at 4% or $28,171 at 6%. |
| 2023 | 1 | 21 | $2,376,264 | $61,730 | $2,940iApproximate average salary by contribution assumption: employee only about $73,488 at 4% or $48,992 at 6%; with 50% employer match about $48,992 at 4% or $32,661 at 6%; with 100% employer match about $36,744 at 4% or $24,496 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 21 | $2,376,264 | $61,730 | $2,940iApproximate average salary by contribution assumption: employee only about $73,488 at 4% or $48,992 at 6%; with 50% employer match about $48,992 at 4% or $32,661 at 6%; with 100% employer match about $36,744 at 4% or $24,496 at 6%. |
| 2022 | 1 | 23 | $2,398,948 | $61,248 | $2,663iApproximate average salary by contribution assumption: employee only about $66,574 at 4% or $44,383 at 6%; with 50% employer match about $44,383 at 4% or $29,588 at 6%; with 100% employer match about $33,287 at 4% or $22,191 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 23 | $2,398,948 | $61,248 | $2,663iApproximate average salary by contribution assumption: employee only about $66,574 at 4% or $44,383 at 6%; with 50% employer match about $44,383 at 4% or $29,588 at 6%; with 100% employer match about $33,287 at 4% or $22,191 at 6%. |
| 2021 | 1 | 19 | $2,925,184 | $49,221 | $2,591iApproximate average salary by contribution assumption: employee only about $64,764 at 4% or $43,176 at 6%; with 50% employer match about $43,176 at 4% or $28,784 at 6%; with 100% employer match about $32,382 at 4% or $21,588 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 19 | $2,925,184 | $49,221 | $2,591iApproximate average salary by contribution assumption: employee only about $64,764 at 4% or $43,176 at 6%; with 50% employer match about $43,176 at 4% or $28,784 at 6%; with 100% employer match about $32,382 at 4% or $21,588 at 6%. |
| 2020 | 1 | 20 | $2,441,159 | $51,334 | $2,567iApproximate average salary by contribution assumption: employee only about $64,167 at 4% or $42,778 at 6%; with 50% employer match about $42,778 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $2,441,159 | $51,334 | $2,567iApproximate average salary by contribution assumption: employee only about $64,167 at 4% or $42,778 at 6%; with 50% employer match about $42,778 at 4% or $28,519 at 6%; with 100% employer match about $32,084 at 4% or $21,389 at 6%. |
| 2019 | 1 | 20 | $2,101,152 | $60,984 | $3,049iApproximate average salary by contribution assumption: employee only about $76,230 at 4% or $50,820 at 6%; with 50% employer match about $50,820 at 4% or $33,880 at 6%; with 100% employer match about $38,115 at 4% or $25,410 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $2,101,152 | $60,984 | $3,049iApproximate average salary by contribution assumption: employee only about $76,230 at 4% or $50,820 at 6%; with 50% employer match about $50,820 at 4% or $33,880 at 6%; with 100% employer match about $38,115 at 4% or $25,410 at 6%. |
| 2018 | 1 | 21 | $1,637,106 | $66,423 | $3,163iApproximate average salary by contribution assumption: employee only about $79,075 at 4% or $52,717 at 6%; with 50% employer match about $52,717 at 4% or $35,144 at 6%; with 100% employer match about $39,538 at 4% or $26,358 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 21 | $1,637,106 | $66,423 | $3,163iApproximate average salary by contribution assumption: employee only about $79,075 at 4% or $52,717 at 6%; with 50% employer match about $52,717 at 4% or $35,144 at 6%; with 100% employer match about $39,538 at 4% or $26,358 at 6%. |
| 2017 | 1 | 21 | $1,730,230 | $63,938 | $3,045iApproximate average salary by contribution assumption: employee only about $76,117 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,830 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 21 | $1,730,230 | $63,938 | $3,045iApproximate average salary by contribution assumption: employee only about $76,117 at 4% or $50,744 at 6%; with 50% employer match about $50,744 at 4% or $33,830 at 6%; with 100% employer match about $38,058 at 4% or $25,372 at 6%. |
| 2016 | 1 | 21 | $1,461,566 | $57,773 | $2,751iApproximate average salary by contribution assumption: employee only about $68,777 at 4% or $45,852 at 6%; with 50% employer match about $45,852 at 4% or $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 21 | $1,461,566 | $57,773 | $2,751iApproximate average salary by contribution assumption: employee only about $68,777 at 4% or $45,852 at 6%; with 50% employer match about $45,852 at 4% or $30,568 at 6%; with 100% employer match about $34,389 at 4% or $22,926 at 6%. |
| 2015 | 1 | 20 | $1,307,969 | $58,755 | $2,938iApproximate average salary by contribution assumption: employee only about $73,444 at 4% or $48,963 at 6%; with 50% employer match about $48,963 at 4% or $32,642 at 6%; with 100% employer match about $36,722 at 4% or $24,481 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $1,307,969 | $58,755 | $2,938iApproximate average salary by contribution assumption: employee only about $73,444 at 4% or $48,963 at 6%; with 50% employer match about $48,963 at 4% or $32,642 at 6%; with 100% employer match about $36,722 at 4% or $24,481 at 6%. |
| 2014 | 1 | 22 | $1,345,797 | $63,390 | $2,881iApproximate average salary by contribution assumption: employee only about $72,034 at 4% or $48,023 at 6%; with 50% employer match about $48,023 at 4% or $32,015 at 6%; with 100% employer match about $36,017 at 4% or $24,011 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 22 | $1,345,797 | $63,390 | $2,881iApproximate average salary by contribution assumption: employee only about $72,034 at 4% or $48,023 at 6%; with 50% employer match about $48,023 at 4% or $32,015 at 6%; with 100% employer match about $36,017 at 4% or $24,011 at 6%. |
| 2013 | 1 | 21 | $1,209,994 | $55,023 | $2,620iApproximate average salary by contribution assumption: employee only about $65,504 at 4% or $43,669 at 6%; with 50% employer match about $43,669 at 4% or $29,113 at 6%; with 100% employer match about $32,752 at 4% or $21,835 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 21 | $1,209,994 | $55,023 | $2,620iApproximate average salary by contribution assumption: employee only about $65,504 at 4% or $43,669 at 6%; with 50% employer match about $43,669 at 4% or $29,113 at 6%; with 100% employer match about $32,752 at 4% or $21,835 at 6%. |
| 2012 | 1 | 19 | $947,477 | $56,283 | $2,962iApproximate average salary by contribution assumption: employee only about $74,057 at 4% or $49,371 at 6%; with 50% employer match about $49,371 at 4% or $32,914 at 6%; with 100% employer match about $37,028 at 4% or $24,686 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 19 | $947,477 | $56,283 | $2,962iApproximate average salary by contribution assumption: employee only about $74,057 at 4% or $49,371 at 6%; with 50% employer match about $49,371 at 4% or $32,914 at 6%; with 100% employer match about $37,028 at 4% or $24,686 at 6%. |
| 2011 | 1 | 20 | $909,257 | $72,643 | $3,632iApproximate average salary by contribution assumption: employee only about $90,804 at 4% or $60,536 at 6%; with 50% employer match about $60,536 at 4% or $40,357 at 6%; with 100% employer match about $45,402 at 4% or $30,268 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $909,257 | $72,643 | $3,632iApproximate average salary by contribution assumption: employee only about $90,804 at 4% or $60,536 at 6%; with 50% employer match about $60,536 at 4% or $40,357 at 6%; with 100% employer match about $45,402 at 4% or $30,268 at 6%. |
| 2010 | 1 | 20 | $840,162 | $69,382 | $3,469iApproximate average salary by contribution assumption: employee only about $86,728 at 4% or $57,818 at 6%; with 50% employer match about $57,818 at 4% or $38,546 at 6%; with 100% employer match about $43,364 at 4% or $28,909 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $840,162 | $69,382 | $3,469iApproximate average salary by contribution assumption: employee only about $86,728 at 4% or $57,818 at 6%; with 50% employer match about $57,818 at 4% or $38,546 at 6%; with 100% employer match about $43,364 at 4% or $28,909 at 6%. |
| 2009 | 1 | 20 | $939,314 | $52,564 | $2,628iApproximate average salary by contribution assumption: employee only about $65,705 at 4% or $43,803 at 6%; with 50% employer match about $43,803 at 4% or $29,202 at 6%; with 100% employer match about $32,853 at 4% or $21,902 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 20 | $939,314 | $52,564 | $2,628iApproximate average salary by contribution assumption: employee only about $65,705 at 4% or $43,803 at 6%; with 50% employer match about $43,803 at 4% or $29,202 at 6%; with 100% employer match about $32,853 at 4% or $21,902 at 6%. |
| 2008 | 1 | 26 | $722,726 | $61,001 | $2,346iApproximate average salary by contribution assumption: employee only about $58,655 at 4% or $39,103 at 6%; with 50% employer match about $39,103 at 4% or $26,069 at 6%; with 100% employer match about $29,327 at 4% or $19,552 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 26 | $722,726 | $61,001 | $2,346iApproximate average salary by contribution assumption: employee only about $58,655 at 4% or $39,103 at 6%; with 50% employer match about $39,103 at 4% or $26,069 at 6%; with 100% employer match about $29,327 at 4% or $19,552 at 6%. |
| 2007 | 1 | 26 | $1,208,055 | $70,957 | $2,729iApproximate average salary by contribution assumption: employee only about $68,228 at 4% or $45,485 at 6%; with 50% employer match about $45,485 at 4% or $30,324 at 6%; with 100% employer match about $34,114 at 4% or $22,743 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 26 | $1,208,055 | $70,957 | $2,729iApproximate average salary by contribution assumption: employee only about $68,228 at 4% or $45,485 at 6%; with 50% employer match about $45,485 at 4% or $30,324 at 6%; with 100% employer match about $34,114 at 4% or $22,743 at 6%. |
| 2006 | 1 | 29 | $1,197,578 | $81,017 | $2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,561 at 6%; with 50% employer match about $46,561 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 29 | $1,197,578 | $81,017 | $2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,561 at 6%; with 50% employer match about $46,561 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%. |
| 2005 | 1 | 31 | $977,698 | $298,245 | $9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 31 | $977,698 | $298,245 | $9,621iApproximate average salary by contribution assumption: employee only about $240,520 at 4% or $160,347 at 6%; with 50% employer match about $160,347 at 4% or $106,898 at 6%; with 100% employer match about $120,260 at 4% or $80,173 at 6%. |
| 2004 | 1 | 30 | $667,568 | $61,358 | $2,045iApproximate average salary by contribution assumption: employee only about $51,132 at 4% or $34,088 at 6%; with 50% employer match about $34,088 at 4% or $22,725 at 6%; with 100% employer match about $25,566 at 4% or $17,044 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 30 | $667,568 | $61,358 | $2,045iApproximate average salary by contribution assumption: employee only about $51,132 at 4% or $34,088 at 6%; with 50% employer match about $34,088 at 4% or $22,725 at 6%; with 100% employer match about $25,566 at 4% or $17,044 at 6%. |
| 2003 | 1 | 28 | $578,747 | $65,936 | $2,355iApproximate average salary by contribution assumption: employee only about $58,871 at 4% or $39,248 at 6%; with 50% employer match about $39,248 at 4% or $26,165 at 6%; with 100% employer match about $29,436 at 4% or $19,624 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 28 | $578,747 | $65,936 | $2,355iApproximate average salary by contribution assumption: employee only about $58,871 at 4% or $39,248 at 6%; with 50% employer match about $39,248 at 4% or $26,165 at 6%; with 100% employer match about $29,436 at 4% or $19,624 at 6%. |
| 2002 | 1 | 27 | $429,177 | $70,152 | $2,598iApproximate average salary by contribution assumption: employee only about $64,956 at 4% or $43,304 at 6%; with 50% employer match about $43,304 at 4% or $28,869 at 6%; with 100% employer match about $32,478 at 4% or $21,652 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 27 | $429,177 | $70,152 | $2,598iApproximate average salary by contribution assumption: employee only about $64,956 at 4% or $43,304 at 6%; with 50% employer match about $43,304 at 4% or $28,869 at 6%; with 100% employer match about $32,478 at 4% or $21,652 at 6%. |
| 2001 | 1 | 23 | $0 | $0 | - |
| Wingate Appraisal Service 401(K) Plan | - | 23 | - | - | - |
| 2000 | 1 | 19 | $395,920 | $47,226 | $2,486iApproximate average salary by contribution assumption: employee only about $62,139 at 4% or $41,426 at 6%; with 50% employer match about $41,426 at 4% or $27,618 at 6%; with 100% employer match about $31,070 at 4% or $20,713 at 6%. |
| Wingate Appraisal Service 401(K) Plan | - | 19 | $395,920 | $47,226 | $2,486iApproximate average salary by contribution assumption: employee only about $62,139 at 4% or $41,426 at 6%; with 50% employer match about $41,426 at 4% or $27,618 at 6%; with 100% employer match about $31,070 at 4% or $20,713 at 6%. |