Civic Intelligence

Boles Knop & Co. LLC

Plan context: Windsor Advisory Services LLC 401K Profit Sharing Plan

EIN 54-1848094 • 22 filings • 11 plans

Current Snapshot

Latest Year

2008

2008 Participants

2

2008 Assets

$191,577

2008 Contributions

$55,185

Historical Graphs

Total Assets Over Time

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

$3,702,209$1,851,105$0199920032006YearValue
$191,577Latest year 2006

Participants Over Time

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

40200199920022005YearValue
2Latest year 2005

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
200810$0$0-
Windsor Advisory Services LLC 401K Profit Sharing Plan-0---
200710$0$0-
Windsor Advisory Services LLC 401K Profit Sharing Plan-0---
200620$191,577$55,185-
Windsor Advisory Services LLC 401K Profit Sharing Plan-0$191,577--
WINDSOR ADVISORY SERVICES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST-0-$55,185-
200522$3,702,209$255,778$127,889iApproximate average salary by contribution assumption: employee only about $3,197,225 at 4% or $2,131,483 at 6%; with 50% employer match about $2,131,483 at 4% or $1,420,989 at 6%; with 100% employer match about $1,598,613 at 4% or $1,065,742 at 6%.
Windsor Advisory Services LLC 401K Profit Sharing Plan-2$2,438,925--
WINDSOR ADVISORY SERVICES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST-2$1,263,284$255,778$127,889iApproximate average salary by contribution assumption: employee only about $3,197,225 at 4% or $2,131,483 at 6%; with 50% employer match about $2,131,483 at 4% or $1,420,989 at 6%; with 100% employer match about $1,598,613 at 4% or $1,065,742 at 6%.
2004223$3,573,280$917,829$39,906iApproximate average salary by contribution assumption: employee only about $997,640 at 4% or $665,093 at 6%; with 50% employer match about $665,093 at 4% or $443,396 at 6%; with 100% employer match about $498,820 at 4% or $332,547 at 6%.
Windsor Advisory Services LLC 401K Profit Sharing Plan-23$2,434,046$599,594$26,069iApproximate average salary by contribution assumption: employee only about $651,733 at 4% or $434,488 at 6%; with 50% employer match about $434,488 at 4% or $289,659 at 6%; with 100% employer match about $325,866 at 4% or $217,244 at 6%.
WINDSOR ADVISORY SERVICES, LLC DEFINED BENEFIT PENSION PLAN & TRUST-2$1,139,234$318,235$159,118iApproximate average salary by contribution assumption: employee only about $3,977,938 at 4% or $2,651,958 at 6%; with 50% employer match about $2,651,958 at 4% or $1,767,972 at 6%; with 100% employer match about $1,988,969 at 4% or $1,325,979 at 6%.
2003319$2,176,459$425,880$22,415iApproximate average salary by contribution assumption: employee only about $560,368 at 4% or $373,579 at 6%; with 50% employer match about $373,579 at 4% or $249,053 at 6%; with 100% employer match about $280,184 at 4% or $186,789 at 6%.
Windsor Advisory Services LLC 401K Profit Sharing Plan-19$1,377,629$42,601$2,242iApproximate average salary by contribution assumption: employee only about $56,054 at 4% or $37,369 at 6%; with 50% employer match about $37,369 at 4% or $24,913 at 6%; with 100% employer match about $28,027 at 4% or $18,685 at 6%.
WINDSOR ADVISORY SERVICES, LLC DB PENSION PLAN & TRUST-12$798,830$6,647$554iApproximate average salary by contribution assumption: employee only about $13,848 at 4% or $9,232 at 6%; with 50% employer match about $9,232 at 4% or $6,155 at 6%; with 100% employer match about $6,924 at 4% or $4,616 at 6%.
Boles Knop & Co. LLC 401K Plan-0-$376,632-
2002424$375,122$159,926$6,664iApproximate average salary by contribution assumption: employee only about $166,590 at 4% or $111,060 at 6%; with 50% employer match about $111,060 at 4% or $74,040 at 6%; with 100% employer match about $83,295 at 4% or $55,530 at 6%.
Boles Knop & Co. LLC Money Purchase Pension Plan-23$375,122$159,926$6,953iApproximate average salary by contribution assumption: employee only about $173,833 at 4% or $115,888 at 6%; with 50% employer match about $115,888 at 4% or $77,259 at 6%; with 100% employer match about $86,916 at 4% or $57,944 at 6%.
WINDSOR ADVISORY SERVICES, LLC DEFINED BENEFIT PENSION PLAN AND TRUST-12---
Windsor Advisory Services LLC 401K Profit Sharing Plan-18---
Boles Knop & Co. LLC 401K Plan-24---
2001340$0$0-
Boles Knop & Co. LLC 401K Plan-40---
Boles Knop & Co. LLC Money Purchase Pension Plan-23---
WINDSOR GROUP, LLC DEFINED BENEFIT PENSION PLAN AND TRUST-2---
2000223$805,962$528,585$22,982iApproximate average salary by contribution assumption: employee only about $574,549 at 4% or $383,033 at 6%; with 50% employer match about $383,033 at 4% or $255,355 at 6%; with 100% employer match about $287,274 at 4% or $191,516 at 6%.
Boles Knop & Co. LLC 401K Plan-23$597,341$400,922$17,431iApproximate average salary by contribution assumption: employee only about $435,785 at 4% or $290,523 at 6%; with 50% employer match about $290,523 at 4% or $193,682 at 6%; with 100% employer match about $217,892 at 4% or $145,262 at 6%.
Boles Knop & Co. LLC Money Purchase Pension Plan-18$208,621$127,663$7,092iApproximate average salary by contribution assumption: employee only about $177,310 at 4% or $118,206 at 6%; with 50% employer match about $118,206 at 4% or $78,804 at 6%; with 100% employer match about $88,655 at 4% or $59,103 at 6%.
1999220$355,263$322,003$16,100iApproximate average salary by contribution assumption: employee only about $402,504 at 4% or $268,336 at 6%; with 50% employer match about $268,336 at 4% or $178,891 at 6%; with 100% employer match about $201,252 at 4% or $134,168 at 6%.
Boles Knop & Co. LLC 401K Plan-20$271,758$238,498$11,925iApproximate average salary by contribution assumption: employee only about $298,123 at 4% or $198,748 at 6%; with 50% employer match about $198,748 at 4% or $132,499 at 6%; with 100% employer match about $149,061 at 4% or $99,374 at 6%.
Boles Knop & Co. LLC Money Purchase Pension Plan-16$83,505$83,505$5,219iApproximate average salary by contribution assumption: employee only about $130,477 at 4% or $86,984 at 6%; with 50% employer match about $86,984 at 4% or $57,990 at 6%; with 100% employer match about $65,238 at 4% or $43,492 at 6%.