WINDSOR INVESTMENTS LLC
Plan context: WINDSOR INVESTMENTS 401K PS PLAN & TRUST
EIN 56-2230286 • Greensboro, NC • 8 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
116
2024 Assets
$9,382,206
2024 Contributions
$1,527,549
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 116 | $9,382,206 | $1,527,549 | $13,169iApproximate average salary by contribution assumption: employee only about $329,213 at 4% or $219,475 at 6%; with 50% employer match about $219,475 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%. |
| WINDSOR INVESTMENTS 401K PS PLAN & TRUST | - | 116 | $9,382,206 | $1,527,549 | $13,169iApproximate average salary by contribution assumption: employee only about $329,213 at 4% or $219,475 at 6%; with 50% employer match about $219,475 at 4% or $146,317 at 6%; with 100% employer match about $164,607 at 4% or $109,738 at 6%. |
| 2023 | 1 | 106 | $7,180,732 | $1,394,877 | $13,159iApproximate average salary by contribution assumption: employee only about $328,980 at 4% or $219,320 at 6%; with 50% employer match about $219,320 at 4% or $146,214 at 6%; with 100% employer match about $164,490 at 4% or $109,660 at 6%. |
| WINDSOR INVESTMENTS 401K PS PLAN & TRUST | - | 106 | $7,180,732 | $1,394,877 | $13,159iApproximate average salary by contribution assumption: employee only about $328,980 at 4% or $219,320 at 6%; with 50% employer match about $219,320 at 4% or $146,214 at 6%; with 100% employer match about $164,490 at 4% or $109,660 at 6%. |
| 2022 | 1 | 96 | $5,405,556 | $1,194,792 | $12,446iApproximate average salary by contribution assumption: employee only about $311,144 at 4% or $207,429 at 6%; with 50% employer match about $207,429 at 4% or $138,286 at 6%; with 100% employer match about $155,572 at 4% or $103,715 at 6%. |
| WINDSOR INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 96 | $5,405,556 | $1,194,792 | $12,446iApproximate average salary by contribution assumption: employee only about $311,144 at 4% or $207,429 at 6%; with 50% employer match about $207,429 at 4% or $138,286 at 6%; with 100% employer match about $155,572 at 4% or $103,715 at 6%. |
| 2021 | 1 | 87 | $5,419,912 | $938,593 | $10,788iApproximate average salary by contribution assumption: employee only about $269,711 at 4% or $179,807 at 6%; with 50% employer match about $179,807 at 4% or $119,871 at 6%; with 100% employer match about $134,855 at 4% or $89,904 at 6%. |
| WINDSOR INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 87 | $5,419,912 | $938,593 | $10,788iApproximate average salary by contribution assumption: employee only about $269,711 at 4% or $179,807 at 6%; with 50% employer match about $179,807 at 4% or $119,871 at 6%; with 100% employer match about $134,855 at 4% or $89,904 at 6%. |
| 2020 | 1 | 82 | $3,911,717 | $905,319 | $11,040iApproximate average salary by contribution assumption: employee only about $276,012 at 4% or $184,008 at 6%; with 50% employer match about $184,008 at 4% or $122,672 at 6%; with 100% employer match about $138,006 at 4% or $92,004 at 6%. |
| WINDSOR INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 82 | $3,911,717 | $905,319 | $11,040iApproximate average salary by contribution assumption: employee only about $276,012 at 4% or $184,008 at 6%; with 50% employer match about $184,008 at 4% or $122,672 at 6%; with 100% employer match about $138,006 at 4% or $92,004 at 6%. |
| 2019 | 1 | 65 | $2,545,677 | $534,116 | $8,217iApproximate average salary by contribution assumption: employee only about $205,429 at 4% or $136,953 at 6%; with 50% employer match about $136,953 at 4% or $91,302 at 6%; with 100% employer match about $102,715 at 4% or $68,476 at 6%. |
| WINDSOR INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | - | 65 | $2,545,677 | $534,116 | $8,217iApproximate average salary by contribution assumption: employee only about $205,429 at 4% or $136,953 at 6%; with 50% employer match about $136,953 at 4% or $91,302 at 6%; with 100% employer match about $102,715 at 4% or $68,476 at 6%. |
| 2018 | 1 | 61 | $1,597,205 | $488,059 | $8,001iApproximate average salary by contribution assumption: employee only about $200,024 at 4% or $133,349 at 6%; with 50% employer match about $133,349 at 4% or $88,900 at 6%; with 100% employer match about $100,012 at 4% or $66,675 at 6%. |
| WINDSOR INVESTMENTS LLC 401 K PROFIT SHARING PLAN TRUST | - | 61 | $1,597,205 | $488,059 | $8,001iApproximate average salary by contribution assumption: employee only about $200,024 at 4% or $133,349 at 6%; with 50% employer match about $133,349 at 4% or $88,900 at 6%; with 100% employer match about $100,012 at 4% or $66,675 at 6%. |
| 2017 | 1 | 49 | $1,248,334 | $1,152,405 | $23,518iApproximate average salary by contribution assumption: employee only about $587,962 at 4% or $391,974 at 6%; with 50% employer match about $391,974 at 4% or $261,316 at 6%; with 100% employer match about $293,981 at 4% or $195,987 at 6%. |
| WINDSOR INVESTMENTS LLC 401 K PROFIT SHARING PLAN TRUST | - | 49 | $1,248,334 | $1,152,405 | $23,518iApproximate average salary by contribution assumption: employee only about $587,962 at 4% or $391,974 at 6%; with 50% employer match about $391,974 at 4% or $261,316 at 6%; with 100% employer match about $293,981 at 4% or $195,987 at 6%. |