Civic Intelligence

Winter Financial Services Corp

Plan context: Winter Financial Services Corp 401(K) Plan

EIN 59-2618176 • Boca Raton, FL • 14 filings • 2 plans

6100 Glades Rd Ste 308Boca Raton, FL 33434-4372
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$5,036

2019 Contributions

$27,600

Historical Graphs

Total Assets Over Time

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

$110,743$55,372$0200620132019YearValue
$5,036Latest year 2019

Participants Over Time

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

420200620132019YearValue
1Latest year 2019

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
201911$5,036$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
Winter Financial Services Corp 401(K) Plan-1$5,036$27,600$27,600iApproximate average salary by contribution assumption: employee only about $690,000 at 4% or $460,000 at 6%; with 50% employer match about $460,000 at 4% or $306,667 at 6%; with 100% employer match about $345,000 at 4% or $230,000 at 6%.
201811$7,333$29,200$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
Winter Financial Services Corp 401(K) Plan-1$7,333$29,200$29,200iApproximate average salary by contribution assumption: employee only about $730,000 at 4% or $486,667 at 6%; with 50% employer match about $486,667 at 4% or $324,444 at 6%; with 100% employer match about $365,000 at 4% or $243,333 at 6%.
201711$4,517$29,639$29,639iApproximate average salary by contribution assumption: employee only about $740,975 at 4% or $493,983 at 6%; with 50% employer match about $493,983 at 4% or $329,322 at 6%; with 100% employer match about $370,488 at 4% or $246,992 at 6%.
Winter Financial Services Corp 401(K) Plan-1$4,517$29,639$29,639iApproximate average salary by contribution assumption: employee only about $740,975 at 4% or $493,983 at 6%; with 50% employer match about $493,983 at 4% or $329,322 at 6%; with 100% employer match about $370,488 at 4% or $246,992 at 6%.
201611$2,868$28,588$28,588iApproximate average salary by contribution assumption: employee only about $714,700 at 4% or $476,467 at 6%; with 50% employer match about $476,467 at 4% or $317,644 at 6%; with 100% employer match about $357,350 at 4% or $238,233 at 6%.
Winter Financial Services Corp 401(K) Plan-1$2,868$28,588$28,588iApproximate average salary by contribution assumption: employee only about $714,700 at 4% or $476,467 at 6%; with 50% employer match about $476,467 at 4% or $317,644 at 6%; with 100% employer match about $357,350 at 4% or $238,233 at 6%.
201511$3,262$26,686$26,686iApproximate average salary by contribution assumption: employee only about $667,150 at 4% or $444,767 at 6%; with 50% employer match about $444,767 at 4% or $296,511 at 6%; with 100% employer match about $333,575 at 4% or $222,383 at 6%.
Winter Financial Services Corp 401(K) Plan-1$3,262$26,686$26,686iApproximate average salary by contribution assumption: employee only about $667,150 at 4% or $444,767 at 6%; with 50% employer match about $444,767 at 4% or $296,511 at 6%; with 100% employer match about $333,575 at 4% or $222,383 at 6%.
201411$4,377$24,467$24,467iApproximate average salary by contribution assumption: employee only about $611,675 at 4% or $407,783 at 6%; with 50% employer match about $407,783 at 4% or $271,856 at 6%; with 100% employer match about $305,838 at 4% or $203,892 at 6%.
Winter Financial Services Corp 401(K) Plan-1$4,377$24,467$24,467iApproximate average salary by contribution assumption: employee only about $611,675 at 4% or $407,783 at 6%; with 50% employer match about $407,783 at 4% or $271,856 at 6%; with 100% employer match about $305,838 at 4% or $203,892 at 6%.
201311$3,663$29,387$29,387iApproximate average salary by contribution assumption: employee only about $734,675 at 4% or $489,783 at 6%; with 50% employer match about $489,783 at 4% or $326,522 at 6%; with 100% employer match about $367,338 at 4% or $244,892 at 6%.
Winter Financial Services Corp 401(K) Plan-1$3,663$29,387$29,387iApproximate average salary by contribution assumption: employee only about $734,675 at 4% or $489,783 at 6%; with 50% employer match about $489,783 at 4% or $326,522 at 6%; with 100% employer match about $367,338 at 4% or $244,892 at 6%.
201210$2,294$19,500-
Winter Financial Services Corp 401(K) Plan-0$2,294$19,500-
201111$10,566$24,100$24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%.
Winter Financial Services Corp 401(K) Plan-1$10,566$24,100$24,100iApproximate average salary by contribution assumption: employee only about $602,500 at 4% or $401,667 at 6%; with 50% employer match about $401,667 at 4% or $267,778 at 6%; with 100% employer match about $301,250 at 4% or $200,833 at 6%.
201011$10,380$26,786$26,786iApproximate average salary by contribution assumption: employee only about $669,650 at 4% or $446,433 at 6%; with 50% employer match about $446,433 at 4% or $297,622 at 6%; with 100% employer match about $334,825 at 4% or $223,217 at 6%.
Winter Financial Services Corp 401(K) Plan-1$10,380$26,786$26,786iApproximate average salary by contribution assumption: employee only about $669,650 at 4% or $446,433 at 6%; with 50% employer match about $446,433 at 4% or $297,622 at 6%; with 100% employer match about $334,825 at 4% or $223,217 at 6%.
200911$110,743$25,382$25,382iApproximate average salary by contribution assumption: employee only about $634,550 at 4% or $423,033 at 6%; with 50% employer match about $423,033 at 4% or $282,022 at 6%; with 100% employer match about $317,275 at 4% or $211,517 at 6%.
Winter Financial Services Corp 401(K) Plan-1$110,743$25,382$25,382iApproximate average salary by contribution assumption: employee only about $634,550 at 4% or $423,033 at 6%; with 50% employer match about $423,033 at 4% or $282,022 at 6%; with 100% employer match about $317,275 at 4% or $211,517 at 6%.
200813$56,403$26,137$8,712iApproximate average salary by contribution assumption: employee only about $217,808 at 4% or $145,206 at 6%; with 50% employer match about $145,206 at 4% or $96,804 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%.
Winter Financial Services Corp 401(K) Plan-3$56,403$26,137$8,712iApproximate average salary by contribution assumption: employee only about $217,808 at 4% or $145,206 at 6%; with 50% employer match about $145,206 at 4% or $96,804 at 6%; with 100% employer match about $108,904 at 4% or $72,603 at 6%.
200713$54,810$25,514$8,505iApproximate average salary by contribution assumption: employee only about $212,617 at 4% or $141,744 at 6%; with 50% employer match about $141,744 at 4% or $94,496 at 6%; with 100% employer match about $106,308 at 4% or $70,872 at 6%.
Winter Financial Services Corp 401(K) Plan-3$54,810$25,514$8,505iApproximate average salary by contribution assumption: employee only about $212,617 at 4% or $141,744 at 6%; with 50% employer match about $141,744 at 4% or $94,496 at 6%; with 100% employer match about $106,308 at 4% or $70,872 at 6%.
200614$27,902$25,935$6,484iApproximate average salary by contribution assumption: employee only about $162,094 at 4% or $108,063 at 6%; with 50% employer match about $108,063 at 4% or $72,042 at 6%; with 100% employer match about $81,047 at 4% or $54,031 at 6%.
Winter Financial Services Corp 401(K) Plan-4$27,902$25,935$6,484iApproximate average salary by contribution assumption: employee only about $162,094 at 4% or $108,063 at 6%; with 50% employer match about $108,063 at 4% or $72,042 at 6%; with 100% employer match about $81,047 at 4% or $54,031 at 6%.