Civic Intelligence

Winn-Marion Barber LLC

Plan context: Wm 401(K) Plan

EIN 68-0511614 • Centennial, CO • 12 filings • 1 plans

7084 S Revere Pkwy, Unit ACentennial, CO 80112-3973
Current Snapshot

Latest Year

2023

2023 Participants

146

2023 Assets

$11,756,058

2023 Contributions

$1,722,566

Historical Graphs

Total Assets Over Time

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

$13,210,577$6,605,289$0201220172022YearValue
$11,756,058Latest year 2022

Participants Over Time

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

2281140201220172022YearValue
146Latest year 2022

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
202310$0$0-
Wm 401(K) Plan-0---
20221146$11,756,058$1,722,566$11,798iApproximate average salary by contribution assumption: employee only about $294,960 at 4% or $196,640 at 6%; with 50% employer match about $196,640 at 4% or $131,093 at 6%; with 100% employer match about $147,480 at 4% or $98,320 at 6%.
Wm 401(K) Plan-146$11,756,058$1,722,566$11,798iApproximate average salary by contribution assumption: employee only about $294,960 at 4% or $196,640 at 6%; with 50% employer match about $196,640 at 4% or $131,093 at 6%; with 100% employer match about $147,480 at 4% or $98,320 at 6%.
20211149$13,210,577$1,317,318$8,841iApproximate average salary by contribution assumption: employee only about $221,027 at 4% or $147,351 at 6%; with 50% employer match about $147,351 at 4% or $98,234 at 6%; with 100% employer match about $110,513 at 4% or $73,676 at 6%.
Wm 401(K) Plan-149$13,210,577$1,317,318$8,841iApproximate average salary by contribution assumption: employee only about $221,027 at 4% or $147,351 at 6%; with 50% employer match about $147,351 at 4% or $98,234 at 6%; with 100% employer match about $110,513 at 4% or $73,676 at 6%.
20201151$11,101,562$1,142,047$7,563iApproximate average salary by contribution assumption: employee only about $189,081 at 4% or $126,054 at 6%; with 50% employer match about $126,054 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
Wm 401(K) Plan-151$11,101,562$1,142,047$7,563iApproximate average salary by contribution assumption: employee only about $189,081 at 4% or $126,054 at 6%; with 50% employer match about $126,054 at 4% or $84,036 at 6%; with 100% employer match about $94,540 at 4% or $63,027 at 6%.
20191228$10,326,592$1,895,584$8,314iApproximate average salary by contribution assumption: employee only about $207,849 at 4% or $138,566 at 6%; with 50% employer match about $138,566 at 4% or $92,377 at 6%; with 100% employer match about $103,925 at 4% or $69,283 at 6%.
Wm 401(K) Plan-228$10,326,592$1,895,584$8,314iApproximate average salary by contribution assumption: employee only about $207,849 at 4% or $138,566 at 6%; with 50% employer match about $138,566 at 4% or $92,377 at 6%; with 100% employer match about $103,925 at 4% or $69,283 at 6%.
20181195$7,403,001$1,473,464$7,556iApproximate average salary by contribution assumption: employee only about $188,906 at 4% or $125,937 at 6%; with 50% employer match about $125,937 at 4% or $83,958 at 6%; with 100% employer match about $94,453 at 4% or $62,969 at 6%.
Wm 401(K) Plan-195$7,403,001$1,473,464$7,556iApproximate average salary by contribution assumption: employee only about $188,906 at 4% or $125,937 at 6%; with 50% employer match about $125,937 at 4% or $83,958 at 6%; with 100% employer match about $94,453 at 4% or $62,969 at 6%.
20171135$6,686,638$1,182,833$8,762iApproximate average salary by contribution assumption: employee only about $219,043 at 4% or $146,029 at 6%; with 50% employer match about $146,029 at 4% or $97,353 at 6%; with 100% employer match about $109,522 at 4% or $73,014 at 6%.
Wm 401(K) Plan-135$6,686,638$1,182,833$8,762iApproximate average salary by contribution assumption: employee only about $219,043 at 4% or $146,029 at 6%; with 50% employer match about $146,029 at 4% or $97,353 at 6%; with 100% employer match about $109,522 at 4% or $73,014 at 6%.
20161111$5,597,285$689,338$6,210iApproximate average salary by contribution assumption: employee only about $155,256 at 4% or $103,504 at 6%; with 50% employer match about $103,504 at 4% or $69,003 at 6%; with 100% employer match about $77,628 at 4% or $51,752 at 6%.
Wm 401(K) Plan-111$5,597,285$689,338$6,210iApproximate average salary by contribution assumption: employee only about $155,256 at 4% or $103,504 at 6%; with 50% employer match about $103,504 at 4% or $69,003 at 6%; with 100% employer match about $77,628 at 4% or $51,752 at 6%.
20151133$4,653,504$971,456$7,304iApproximate average salary by contribution assumption: employee only about $182,605 at 4% or $121,736 at 6%; with 50% employer match about $121,736 at 4% or $81,158 at 6%; with 100% employer match about $91,302 at 4% or $60,868 at 6%.
Wm 401(K) Plan-133$4,653,504$971,456$7,304iApproximate average salary by contribution assumption: employee only about $182,605 at 4% or $121,736 at 6%; with 50% employer match about $121,736 at 4% or $81,158 at 6%; with 100% employer match about $91,302 at 4% or $60,868 at 6%.
20141154$4,219,320$866,299$5,625iApproximate average salary by contribution assumption: employee only about $140,633 at 4% or $93,755 at 6%; with 50% employer match about $93,755 at 4% or $62,504 at 6%; with 100% employer match about $70,316 at 4% or $46,878 at 6%.
Wm 401(K) Plan-154$4,219,320$866,299$5,625iApproximate average salary by contribution assumption: employee only about $140,633 at 4% or $93,755 at 6%; with 50% employer match about $93,755 at 4% or $62,504 at 6%; with 100% employer match about $70,316 at 4% or $46,878 at 6%.
20131115$3,186,885$733,575$6,379iApproximate average salary by contribution assumption: employee only about $159,473 at 4% or $106,315 at 6%; with 50% employer match about $106,315 at 4% or $70,877 at 6%; with 100% employer match about $79,736 at 4% or $53,158 at 6%.
Wm 401(K) Plan-115$3,186,885$733,575$6,379iApproximate average salary by contribution assumption: employee only about $159,473 at 4% or $106,315 at 6%; with 50% employer match about $106,315 at 4% or $70,877 at 6%; with 100% employer match about $79,736 at 4% or $53,158 at 6%.
2012182$2,100,551$506,355$6,175iApproximate average salary by contribution assumption: employee only about $154,377 at 4% or $102,918 at 6%; with 50% employer match about $102,918 at 4% or $68,612 at 6%; with 100% employer match about $77,188 at 4% or $51,459 at 6%.
Wm 401(K) Plan-82$2,100,551$506,355$6,175iApproximate average salary by contribution assumption: employee only about $154,377 at 4% or $102,918 at 6%; with 50% employer match about $102,918 at 4% or $68,612 at 6%; with 100% employer match about $77,188 at 4% or $51,459 at 6%.