Civic Intelligence

WINKELMANN AND ASSOCIATES, INC.

Plan context: Winkelmann and Associates Inc. 401(K) Profit Sharing Plan

EIN 75-2283103 • Dallas, TX • 26 filings • 3 plans

6750 Hillcrest Plaza Drive,Suite 215Dallas, TX 75230
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$4,726,315

2024 Contributions

$300,501

Historical Graphs

Total Assets Over Time

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

$7,826,824$3,913,412$0199920132024YearValue
$4,726,315Latest year 2024

Participants Over Time

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

50250199920122024YearValue
23Latest 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
2024123$4,726,315$300,501$13,065iApproximate average salary by contribution assumption: employee only about $326,632 at 4% or $217,754 at 6%; with 50% employer match about $217,754 at 4% or $145,170 at 6%; with 100% employer match about $163,316 at 4% or $108,877 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-23$4,726,315$300,501$13,065iApproximate average salary by contribution assumption: employee only about $326,632 at 4% or $217,754 at 6%; with 50% employer match about $217,754 at 4% or $145,170 at 6%; with 100% employer match about $163,316 at 4% or $108,877 at 6%.
2023118$3,945,673$235,455$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,510 at 4% or $109,007 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-18$3,945,673$235,455$13,081iApproximate average salary by contribution assumption: employee only about $327,021 at 4% or $218,014 at 6%; with 50% employer match about $218,014 at 4% or $145,343 at 6%; with 100% employer match about $163,510 at 4% or $109,007 at 6%.
2022118$3,211,014$218,724$12,151iApproximate average salary by contribution assumption: employee only about $303,783 at 4% or $202,522 at 6%; with 50% employer match about $202,522 at 4% or $135,015 at 6%; with 100% employer match about $151,892 at 4% or $101,261 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-18$3,211,014$218,724$12,151iApproximate average salary by contribution assumption: employee only about $303,783 at 4% or $202,522 at 6%; with 50% employer match about $202,522 at 4% or $135,015 at 6%; with 100% employer match about $151,892 at 4% or $101,261 at 6%.
2021121$7,826,824$248,774$11,846iApproximate average salary by contribution assumption: employee only about $296,160 at 4% or $197,440 at 6%; with 50% employer match about $197,440 at 4% or $131,626 at 6%; with 100% employer match about $148,080 at 4% or $98,720 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-21$7,826,824$248,774$11,846iApproximate average salary by contribution assumption: employee only about $296,160 at 4% or $197,440 at 6%; with 50% employer match about $197,440 at 4% or $131,626 at 6%; with 100% employer match about $148,080 at 4% or $98,720 at 6%.
2020120$6,461,205$224,663$11,233iApproximate average salary by contribution assumption: employee only about $280,829 at 4% or $187,219 at 6%; with 50% employer match about $187,219 at 4% or $124,813 at 6%; with 100% employer match about $140,414 at 4% or $93,610 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-20$6,461,205$224,663$11,233iApproximate average salary by contribution assumption: employee only about $280,829 at 4% or $187,219 at 6%; with 50% employer match about $187,219 at 4% or $124,813 at 6%; with 100% employer match about $140,414 at 4% or $93,610 at 6%.
2019119$5,294,446$220,807$11,621iApproximate average salary by contribution assumption: employee only about $290,536 at 4% or $193,690 at 6%; with 50% employer match about $193,690 at 4% or $129,127 at 6%; with 100% employer match about $145,268 at 4% or $96,845 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-19$5,294,446$220,807$11,621iApproximate average salary by contribution assumption: employee only about $290,536 at 4% or $193,690 at 6%; with 50% employer match about $193,690 at 4% or $129,127 at 6%; with 100% employer match about $145,268 at 4% or $96,845 at 6%.
2018120$4,179,252$216,720$10,836iApproximate average salary by contribution assumption: employee only about $270,900 at 4% or $180,600 at 6%; with 50% employer match about $180,600 at 4% or $120,400 at 6%; with 100% employer match about $135,450 at 4% or $90,300 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-20$4,179,252$216,720$10,836iApproximate average salary by contribution assumption: employee only about $270,900 at 4% or $180,600 at 6%; with 50% employer match about $180,600 at 4% or $120,400 at 6%; with 100% employer match about $135,450 at 4% or $90,300 at 6%.
2017121$4,167,567$204,650$9,745iApproximate average salary by contribution assumption: employee only about $243,631 at 4% or $162,421 at 6%; with 50% employer match about $162,421 at 4% or $108,280 at 6%; with 100% employer match about $121,815 at 4% or $81,210 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-21$4,167,567$204,650$9,745iApproximate average salary by contribution assumption: employee only about $243,631 at 4% or $162,421 at 6%; with 50% employer match about $162,421 at 4% or $108,280 at 6%; with 100% employer match about $121,815 at 4% or $81,210 at 6%.
2016119$3,382,101$200,944$10,576iApproximate average salary by contribution assumption: employee only about $264,400 at 4% or $176,267 at 6%; with 50% employer match about $176,267 at 4% or $117,511 at 6%; with 100% employer match about $132,200 at 4% or $88,133 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-19$3,382,101$200,944$10,576iApproximate average salary by contribution assumption: employee only about $264,400 at 4% or $176,267 at 6%; with 50% employer match about $176,267 at 4% or $117,511 at 6%; with 100% employer match about $132,200 at 4% or $88,133 at 6%.
2015119$2,945,361$180,061$9,477iApproximate average salary by contribution assumption: employee only about $236,922 at 4% or $157,948 at 6%; with 50% employer match about $157,948 at 4% or $105,299 at 6%; with 100% employer match about $118,461 at 4% or $78,974 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-19$2,945,361$180,061$9,477iApproximate average salary by contribution assumption: employee only about $236,922 at 4% or $157,948 at 6%; with 50% employer match about $157,948 at 4% or $105,299 at 6%; with 100% employer match about $118,461 at 4% or $78,974 at 6%.
2014120$2,831,918$172,537$8,627iApproximate average salary by contribution assumption: employee only about $215,671 at 4% or $143,781 at 6%; with 50% employer match about $143,781 at 4% or $95,854 at 6%; with 100% employer match about $107,836 at 4% or $71,890 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-20$2,831,918$172,537$8,627iApproximate average salary by contribution assumption: employee only about $215,671 at 4% or $143,781 at 6%; with 50% employer match about $143,781 at 4% or $95,854 at 6%; with 100% employer match about $107,836 at 4% or $71,890 at 6%.
2013120$2,470,675$161,736$8,087iApproximate average salary by contribution assumption: employee only about $202,170 at 4% or $134,780 at 6%; with 50% employer match about $134,780 at 4% or $89,853 at 6%; with 100% employer match about $101,085 at 4% or $67,390 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-20$2,470,675$161,736$8,087iApproximate average salary by contribution assumption: employee only about $202,170 at 4% or $134,780 at 6%; with 50% employer match about $134,780 at 4% or $89,853 at 6%; with 100% employer match about $101,085 at 4% or $67,390 at 6%.
2012115$1,875,983$127,191$8,479iApproximate average salary by contribution assumption: employee only about $211,985 at 4% or $141,323 at 6%; with 50% employer match about $141,323 at 4% or $94,216 at 6%; with 100% employer match about $105,993 at 4% or $70,662 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-15$1,875,983$127,191$8,479iApproximate average salary by contribution assumption: employee only about $211,985 at 4% or $141,323 at 6%; with 50% employer match about $141,323 at 4% or $94,216 at 6%; with 100% employer match about $105,993 at 4% or $70,662 at 6%.
2011114$1,581,024$115,468$8,248iApproximate average salary by contribution assumption: employee only about $206,193 at 4% or $137,462 at 6%; with 50% employer match about $137,462 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-14$1,581,024$115,468$8,248iApproximate average salary by contribution assumption: employee only about $206,193 at 4% or $137,462 at 6%; with 50% employer match about $137,462 at 4% or $91,641 at 6%; with 100% employer match about $103,096 at 4% or $68,731 at 6%.
2010113$1,482,461$97,863$7,528iApproximate average salary by contribution assumption: employee only about $188,198 at 4% or $125,465 at 6%; with 50% employer match about $125,465 at 4% or $83,644 at 6%; with 100% employer match about $94,099 at 4% or $62,733 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-13$1,482,461$97,863$7,528iApproximate average salary by contribution assumption: employee only about $188,198 at 4% or $125,465 at 6%; with 50% employer match about $125,465 at 4% or $83,644 at 6%; with 100% employer match about $94,099 at 4% or $62,733 at 6%.
2009124$1,547,842$74,897$3,121iApproximate average salary by contribution assumption: employee only about $78,018 at 4% or $52,012 at 6%; with 50% employer match about $52,012 at 4% or $34,675 at 6%; with 100% employer match about $39,009 at 4% or $26,006 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-24$1,547,842$74,897$3,121iApproximate average salary by contribution assumption: employee only about $78,018 at 4% or $52,012 at 6%; with 50% employer match about $52,012 at 4% or $34,675 at 6%; with 100% employer match about $39,009 at 4% or $26,006 at 6%.
2008145$1,562,373$190,538$4,234iApproximate average salary by contribution assumption: employee only about $105,854 at 4% or $70,570 at 6%; with 50% employer match about $70,570 at 4% or $47,046 at 6%; with 100% employer match about $52,927 at 4% or $35,285 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-45$1,562,373$190,538$4,234iApproximate average salary by contribution assumption: employee only about $105,854 at 4% or $70,570 at 6%; with 50% employer match about $70,570 at 4% or $47,046 at 6%; with 100% employer match about $52,927 at 4% or $35,285 at 6%.
2007149$0$0-
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-49---
2006150$1,926,621$178,636$3,573iApproximate average salary by contribution assumption: employee only about $89,318 at 4% or $59,545 at 6%; with 50% employer match about $59,545 at 4% or $39,697 at 6%; with 100% employer match about $44,659 at 4% or $29,773 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-50$1,926,621$178,636$3,573iApproximate average salary by contribution assumption: employee only about $89,318 at 4% or $59,545 at 6%; with 50% employer match about $59,545 at 4% or $39,697 at 6%; with 100% employer match about $44,659 at 4% or $29,773 at 6%.
2005142$1,615,019$167,054$3,977iApproximate average salary by contribution assumption: employee only about $99,437 at 4% or $66,291 at 6%; with 50% employer match about $66,291 at 4% or $44,194 at 6%; with 100% employer match about $49,718 at 4% or $33,146 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-42$1,615,019$167,054$3,977iApproximate average salary by contribution assumption: employee only about $99,437 at 4% or $66,291 at 6%; with 50% employer match about $66,291 at 4% or $44,194 at 6%; with 100% employer match about $49,718 at 4% or $33,146 at 6%.
2004138$1,426,023$145,099$3,818iApproximate average salary by contribution assumption: employee only about $95,460 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,427 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-38$1,426,023$145,099$3,818iApproximate average salary by contribution assumption: employee only about $95,460 at 4% or $63,640 at 6%; with 50% employer match about $63,640 at 4% or $42,427 at 6%; with 100% employer match about $47,730 at 4% or $31,820 at 6%.
2003129$1,219,625$237,404$8,186iApproximate average salary by contribution assumption: employee only about $204,659 at 4% or $136,439 at 6%; with 50% employer match about $136,439 at 4% or $90,959 at 6%; with 100% employer match about $102,329 at 4% or $68,220 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-29$1,219,625$237,404$8,186iApproximate average salary by contribution assumption: employee only about $204,659 at 4% or $136,439 at 6%; with 50% employer match about $136,439 at 4% or $90,959 at 6%; with 100% employer match about $102,329 at 4% or $68,220 at 6%.
2002122$918,798$105,437$4,793iApproximate average salary by contribution assumption: employee only about $119,815 at 4% or $79,877 at 6%; with 50% employer match about $79,877 at 4% or $53,251 at 6%; with 100% employer match about $59,907 at 4% or $39,938 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-22$918,798$105,437$4,793iApproximate average salary by contribution assumption: employee only about $119,815 at 4% or $79,877 at 6%; with 50% employer match about $79,877 at 4% or $53,251 at 6%; with 100% employer match about $59,907 at 4% or $39,938 at 6%.
2001122$0$0-
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-22---
2000129$1,053,377$160,409$5,531iApproximate average salary by contribution assumption: employee only about $138,284 at 4% or $92,189 at 6%; with 50% employer match about $92,189 at 4% or $61,459 at 6%; with 100% employer match about $69,142 at 4% or $46,095 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-29$1,053,377$160,409$5,531iApproximate average salary by contribution assumption: employee only about $138,284 at 4% or $92,189 at 6%; with 50% employer match about $92,189 at 4% or $61,459 at 6%; with 100% employer match about $69,142 at 4% or $46,095 at 6%.
1999129$906,249$139,230$4,801iApproximate average salary by contribution assumption: employee only about $120,026 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,345 at 6%; with 100% employer match about $60,013 at 4% or $40,009 at 6%.
Winkelmann and Associates Inc. 401(K) Profit Sharing Plan-29$906,249$139,230$4,801iApproximate average salary by contribution assumption: employee only about $120,026 at 4% or $80,017 at 6%; with 50% employer match about $80,017 at 4% or $53,345 at 6%; with 100% employer match about $60,013 at 4% or $40,009 at 6%.