Civic Intelligence

ELLIS & WINTERS LLP RETIREMENT PLAN

Plan context: ELLIS & WINTERS LLP RETIREMENT PLAN

EIN 56-2208313 • Raleigh, NC • 24 filings • 2 plans

4131 Parklake Ave Ste 400Raleigh, NC 27612
Current Snapshot

Latest Year

2024

2024 Participants

112

2024 Assets

$29,747,310

2024 Contributions

$1,551,270

Historical Graphs

Total Assets Over Time

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

$29,747,310$14,873,655$0200020142024YearValue
$29,747,310Latest year 2024

Participants Over Time

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

112560200020132024YearValue
112Latest 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
20241112$29,747,310$1,551,270$13,851iApproximate average salary by contribution assumption: employee only about $346,266 at 4% or $230,844 at 6%; with 50% employer match about $230,844 at 4% or $153,896 at 6%; with 100% employer match about $173,133 at 4% or $115,422 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-112$29,747,310$1,551,270$13,851iApproximate average salary by contribution assumption: employee only about $346,266 at 4% or $230,844 at 6%; with 50% employer match about $230,844 at 4% or $153,896 at 6%; with 100% employer match about $173,133 at 4% or $115,422 at 6%.
20231109$24,907,237$1,657,472$15,206iApproximate average salary by contribution assumption: employee only about $380,154 at 4% or $253,436 at 6%; with 50% employer match about $253,436 at 4% or $168,957 at 6%; with 100% employer match about $190,077 at 4% or $126,718 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-109$24,907,237$1,657,472$15,206iApproximate average salary by contribution assumption: employee only about $380,154 at 4% or $253,436 at 6%; with 50% employer match about $253,436 at 4% or $168,957 at 6%; with 100% employer match about $190,077 at 4% or $126,718 at 6%.
20221104$21,706,655$1,183,996$11,385iApproximate average salary by contribution assumption: employee only about $284,614 at 4% or $189,743 at 6%; with 50% employer match about $189,743 at 4% or $126,495 at 6%; with 100% employer match about $142,307 at 4% or $94,871 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-104$21,706,655$1,183,996$11,385iApproximate average salary by contribution assumption: employee only about $284,614 at 4% or $189,743 at 6%; with 50% employer match about $189,743 at 4% or $126,495 at 6%; with 100% employer match about $142,307 at 4% or $94,871 at 6%.
2021188$25,722,597$982,305$11,163iApproximate average salary by contribution assumption: employee only about $279,064 at 4% or $186,043 at 6%; with 50% employer match about $186,043 at 4% or $124,028 at 6%; with 100% employer match about $139,532 at 4% or $93,021 at 6%.
ELLIS WINTERS, LLP RETIREMENT PLAN-88$25,722,597$982,305$11,163iApproximate average salary by contribution assumption: employee only about $279,064 at 4% or $186,043 at 6%; with 50% employer match about $186,043 at 4% or $124,028 at 6%; with 100% employer match about $139,532 at 4% or $93,021 at 6%.
2020189$21,823,792$1,046,318$11,756iApproximate average salary by contribution assumption: employee only about $293,910 at 4% or $195,940 at 6%; with 50% employer match about $195,940 at 4% or $130,626 at 6%; with 100% employer match about $146,955 at 4% or $97,970 at 6%.
ELLIS WINTERS, LLP RETIREMENT PLAN-89$21,823,792$1,046,318$11,756iApproximate average salary by contribution assumption: employee only about $293,910 at 4% or $195,940 at 6%; with 50% employer match about $195,940 at 4% or $130,626 at 6%; with 100% employer match about $146,955 at 4% or $97,970 at 6%.
2019190$20,025,306$861,031$9,567iApproximate average salary by contribution assumption: employee only about $239,175 at 4% or $159,450 at 6%; with 50% employer match about $159,450 at 4% or $106,300 at 6%; with 100% employer match about $119,588 at 4% or $79,725 at 6%.
ELLIS WINTERS, LLP RETIREMENT PLAN-90$20,025,306$861,031$9,567iApproximate average salary by contribution assumption: employee only about $239,175 at 4% or $159,450 at 6%; with 50% employer match about $159,450 at 4% or $106,300 at 6%; with 100% employer match about $119,588 at 4% or $79,725 at 6%.
2018188$16,373,382$665,707$7,565iApproximate average salary by contribution assumption: employee only about $189,121 at 4% or $126,081 at 6%; with 50% employer match about $126,081 at 4% or $84,054 at 6%; with 100% employer match about $94,561 at 4% or $63,040 at 6%.
ELLIS WINTERS, LLP RETIREMENT PLAN-88$16,373,382$665,707$7,565iApproximate average salary by contribution assumption: employee only about $189,121 at 4% or $126,081 at 6%; with 50% employer match about $126,081 at 4% or $84,054 at 6%; with 100% employer match about $94,561 at 4% or $63,040 at 6%.
2017190$16,933,236$1,141,576$12,684iApproximate average salary by contribution assumption: employee only about $317,104 at 4% or $211,403 at 6%; with 50% employer match about $211,403 at 4% or $140,935 at 6%; with 100% employer match about $158,552 at 4% or $105,701 at 6%.
ELLIS WINTERS, LLP RETIREMENT PLAN-90$16,933,236$1,141,576$12,684iApproximate average salary by contribution assumption: employee only about $317,104 at 4% or $211,403 at 6%; with 50% employer match about $211,403 at 4% or $140,935 at 6%; with 100% employer match about $158,552 at 4% or $105,701 at 6%.
2016172$14,729,422$1,080,250$15,003iApproximate average salary by contribution assumption: employee only about $375,087 at 4% or $250,058 at 6%; with 50% employer match about $250,058 at 4% or $166,705 at 6%; with 100% employer match about $187,543 at 4% or $125,029 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-72$14,729,422$1,080,250$15,003iApproximate average salary by contribution assumption: employee only about $375,087 at 4% or $250,058 at 6%; with 50% employer match about $250,058 at 4% or $166,705 at 6%; with 100% employer match about $187,543 at 4% or $125,029 at 6%.
2015176$13,633,421$887,290$11,675iApproximate average salary by contribution assumption: employee only about $291,872 at 4% or $194,581 at 6%; with 50% employer match about $194,581 at 4% or $129,721 at 6%; with 100% employer match about $145,936 at 4% or $97,291 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-76$13,633,421$887,290$11,675iApproximate average salary by contribution assumption: employee only about $291,872 at 4% or $194,581 at 6%; with 50% employer match about $194,581 at 4% or $129,721 at 6%; with 100% employer match about $145,936 at 4% or $97,291 at 6%.
2014182$12,560,072$859,576$10,483iApproximate average salary by contribution assumption: employee only about $262,066 at 4% or $174,711 at 6%; with 50% employer match about $174,711 at 4% or $116,474 at 6%; with 100% employer match about $131,033 at 4% or $87,355 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-82$12,560,072$859,576$10,483iApproximate average salary by contribution assumption: employee only about $262,066 at 4% or $174,711 at 6%; with 50% employer match about $174,711 at 4% or $116,474 at 6%; with 100% employer match about $131,033 at 4% or $87,355 at 6%.
2013182$11,417,254$848,459$10,347iApproximate average salary by contribution assumption: employee only about $258,677 at 4% or $172,451 at 6%; with 50% employer match about $172,451 at 4% or $114,967 at 6%; with 100% employer match about $129,338 at 4% or $86,226 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-82$11,417,254$848,459$10,347iApproximate average salary by contribution assumption: employee only about $258,677 at 4% or $172,451 at 6%; with 50% employer match about $172,451 at 4% or $114,967 at 6%; with 100% employer match about $129,338 at 4% or $86,226 at 6%.
2012182$9,181,863$817,763$9,973iApproximate average salary by contribution assumption: employee only about $249,318 at 4% or $166,212 at 6%; with 50% employer match about $166,212 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-82$9,181,863$817,763$9,973iApproximate average salary by contribution assumption: employee only about $249,318 at 4% or $166,212 at 6%; with 50% employer match about $166,212 at 4% or $110,808 at 6%; with 100% employer match about $124,659 at 4% or $83,106 at 6%.
2011195$7,897,892$1,030,973$10,852iApproximate average salary by contribution assumption: employee only about $271,309 at 4% or $180,872 at 6%; with 50% employer match about $180,872 at 4% or $120,582 at 6%; with 100% employer match about $135,654 at 4% or $90,436 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-95$7,897,892$1,030,973$10,852iApproximate average salary by contribution assumption: employee only about $271,309 at 4% or $180,872 at 6%; with 50% employer match about $180,872 at 4% or $120,582 at 6%; with 100% employer match about $135,654 at 4% or $90,436 at 6%.
2010175$7,180,854$978,375$13,045iApproximate average salary by contribution assumption: employee only about $326,125 at 4% or $217,417 at 6%; with 50% employer match about $217,417 at 4% or $144,944 at 6%; with 100% employer match about $163,063 at 4% or $108,708 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-75$7,180,854$978,375$13,045iApproximate average salary by contribution assumption: employee only about $326,125 at 4% or $217,417 at 6%; with 50% employer match about $217,417 at 4% or $144,944 at 6%; with 100% employer match about $163,063 at 4% or $108,708 at 6%.
2009183$5,636,278$771,479$9,295iApproximate average salary by contribution assumption: employee only about $232,373 at 4% or $154,915 at 6%; with 50% employer match about $154,915 at 4% or $103,277 at 6%; with 100% employer match about $116,187 at 4% or $77,458 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-83$5,636,278$771,479$9,295iApproximate average salary by contribution assumption: employee only about $232,373 at 4% or $154,915 at 6%; with 50% employer match about $154,915 at 4% or $103,277 at 6%; with 100% employer match about $116,187 at 4% or $77,458 at 6%.
2008177$3,850,483$615,530$7,994iApproximate average salary by contribution assumption: employee only about $199,847 at 4% or $133,232 at 6%; with 50% employer match about $133,232 at 4% or $88,821 at 6%; with 100% employer match about $99,924 at 4% or $66,616 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-77$3,850,483$615,530$7,994iApproximate average salary by contribution assumption: employee only about $199,847 at 4% or $133,232 at 6%; with 50% employer match about $133,232 at 4% or $88,821 at 6%; with 100% employer match about $99,924 at 4% or $66,616 at 6%.
2007148$0$0-
ELLIS & WINTERS LLP RETIREMENT PLAN-48---
2006146$4,188,225$528,050$11,479iApproximate average salary by contribution assumption: employee only about $286,984 at 4% or $191,322 at 6%; with 50% employer match about $191,322 at 4% or $127,548 at 6%; with 100% employer match about $143,492 at 4% or $95,661 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-46$4,188,225$528,050$11,479iApproximate average salary by contribution assumption: employee only about $286,984 at 4% or $191,322 at 6%; with 50% employer match about $191,322 at 4% or $127,548 at 6%; with 100% employer match about $143,492 at 4% or $95,661 at 6%.
2005163$3,242,717$531,765$8,441iApproximate average salary by contribution assumption: employee only about $211,018 at 4% or $140,679 at 6%; with 50% employer match about $140,679 at 4% or $93,786 at 6%; with 100% employer match about $105,509 at 4% or $70,339 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-63$3,242,717$531,765$8,441iApproximate average salary by contribution assumption: employee only about $211,018 at 4% or $140,679 at 6%; with 50% employer match about $140,679 at 4% or $93,786 at 6%; with 100% employer match about $105,509 at 4% or $70,339 at 6%.
2004155$2,564,953$523,517$9,518iApproximate average salary by contribution assumption: employee only about $237,962 at 4% or $158,642 at 6%; with 50% employer match about $158,642 at 4% or $105,761 at 6%; with 100% employer match about $118,981 at 4% or $79,321 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-55$2,564,953$523,517$9,518iApproximate average salary by contribution assumption: employee only about $237,962 at 4% or $158,642 at 6%; with 50% employer match about $158,642 at 4% or $105,761 at 6%; with 100% employer match about $118,981 at 4% or $79,321 at 6%.
2003129$1,816,256$293,794$10,131iApproximate average salary by contribution assumption: employee only about $253,271 at 4% or $168,847 at 6%; with 50% employer match about $168,847 at 4% or $112,565 at 6%; with 100% employer match about $126,635 at 4% or $84,424 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-29$1,816,256$293,794$10,131iApproximate average salary by contribution assumption: employee only about $253,271 at 4% or $168,847 at 6%; with 50% employer match about $168,847 at 4% or $112,565 at 6%; with 100% employer match about $126,635 at 4% or $84,424 at 6%.
2001125$0$0-
ELLIS & WINTERS LLP RETIREMENT PLAN-25---
2000121$2,640,917$2,691,318$128,158iApproximate average salary by contribution assumption: employee only about $3,203,950 at 4% or $2,135,967 at 6%; with 50% employer match about $2,135,967 at 4% or $1,423,978 at 6%; with 100% employer match about $1,601,975 at 4% or $1,067,983 at 6%.
ELLIS & WINTERS LLP RETIREMENT PLAN-21$2,640,917$2,691,318$128,158iApproximate average salary by contribution assumption: employee only about $3,203,950 at 4% or $2,135,967 at 6%; with 50% employer match about $2,135,967 at 4% or $1,423,978 at 6%; with 100% employer match about $1,601,975 at 4% or $1,067,983 at 6%.