WINDSOR WEALTH PLANNERS & STRATEGIST
Plan context: WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN
EIN 81-2558246 • Gainesville, GA • 10 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
10
2025 Assets
$1,295,003
2025 Contributions
$186,072
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 10 | $1,295,003 | $186,072 | $18,607iApproximate average salary by contribution assumption: employee only about $465,180 at 4% or $310,120 at 6%; with 50% employer match about $310,120 at 4% or $206,747 at 6%; with 100% employer match about $232,590 at 4% or $155,060 at 6%. |
| WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN | - | 10 | $1,295,003 | $186,072 | $18,607iApproximate average salary by contribution assumption: employee only about $465,180 at 4% or $310,120 at 6%; with 50% employer match about $310,120 at 4% or $206,747 at 6%; with 100% employer match about $232,590 at 4% or $155,060 at 6%. |
| 2024 | 1 | 9 | $1,033,479 | $171,951 | $19,106iApproximate average salary by contribution assumption: employee only about $477,642 at 4% or $318,428 at 6%; with 50% employer match about $318,428 at 4% or $212,285 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%. |
| WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN | - | 9 | $1,033,479 | $171,951 | $19,106iApproximate average salary by contribution assumption: employee only about $477,642 at 4% or $318,428 at 6%; with 50% employer match about $318,428 at 4% or $212,285 at 6%; with 100% employer match about $238,821 at 4% or $159,214 at 6%. |
| 2023 | 1 | 8 | $747,157 | $90,927 | $11,366iApproximate average salary by contribution assumption: employee only about $284,147 at 4% or $189,431 at 6%; with 50% employer match about $189,431 at 4% or $126,288 at 6%; with 100% employer match about $142,073 at 4% or $94,716 at 6%. |
| WINDSOR WEALTH PLANNERS & STRATEGIST 401(K) PROFIT SHARING PLAN | - | 8 | $747,157 | $90,927 | $11,366iApproximate average salary by contribution assumption: employee only about $284,147 at 4% or $189,431 at 6%; with 50% employer match about $189,431 at 4% or $126,288 at 6%; with 100% employer match about $142,073 at 4% or $94,716 at 6%. |
| 2022 | 1 | 7 | $487,315 | $78,168 | $11,167iApproximate average salary by contribution assumption: employee only about $279,171 at 4% or $186,114 at 6%; with 50% employer match about $186,114 at 4% or $124,076 at 6%; with 100% employer match about $139,586 at 4% or $93,057 at 6%. |
| DJWMG 401(K) PROFIT SHARING PLAN | - | 7 | $487,315 | $78,168 | $11,167iApproximate average salary by contribution assumption: employee only about $279,171 at 4% or $186,114 at 6%; with 50% employer match about $186,114 at 4% or $124,076 at 6%; with 100% employer match about $139,586 at 4% or $93,057 at 6%. |
| 2021 | 1 | 7 | $545,511 | $45,493 | $6,499iApproximate average salary by contribution assumption: employee only about $162,475 at 4% or $108,317 at 6%; with 50% employer match about $108,317 at 4% or $72,211 at 6%; with 100% employer match about $81,238 at 4% or $54,158 at 6%. |
| DJWMG 401(K) PROFIT SHARING PLAN | - | 7 | $545,511 | $45,493 | $6,499iApproximate average salary by contribution assumption: employee only about $162,475 at 4% or $108,317 at 6%; with 50% employer match about $108,317 at 4% or $72,211 at 6%; with 100% employer match about $81,238 at 4% or $54,158 at 6%. |
| 2020 | 1 | 6 | $439,056 | $105,888 | $17,648iApproximate average salary by contribution assumption: employee only about $441,200 at 4% or $294,133 at 6%; with 50% employer match about $294,133 at 4% or $196,089 at 6%; with 100% employer match about $220,600 at 4% or $147,067 at 6%. |
| DJWMG PROFIT SHARING PLAN | - | 6 | $439,056 | $105,888 | $17,648iApproximate average salary by contribution assumption: employee only about $441,200 at 4% or $294,133 at 6%; with 50% employer match about $294,133 at 4% or $196,089 at 6%; with 100% employer match about $220,600 at 4% or $147,067 at 6%. |
| 2019 | 1 | 5 | $261,156 | $107,706 | $21,541iApproximate average salary by contribution assumption: employee only about $538,530 at 4% or $359,020 at 6%; with 50% employer match about $359,020 at 4% or $239,347 at 6%; with 100% employer match about $269,265 at 4% or $179,510 at 6%. |
| DJWMG PROFIT SHARING PLAN | - | 5 | $261,156 | $107,706 | $21,541iApproximate average salary by contribution assumption: employee only about $538,530 at 4% or $359,020 at 6%; with 50% employer match about $359,020 at 4% or $239,347 at 6%; with 100% employer match about $269,265 at 4% or $179,510 at 6%. |
| 2018 | 1 | 5 | $116,344 | $62,830 | $12,566iApproximate average salary by contribution assumption: employee only about $314,150 at 4% or $209,433 at 6%; with 50% employer match about $209,433 at 4% or $139,622 at 6%; with 100% employer match about $157,075 at 4% or $104,717 at 6%. |
| DJWMG PROFIT SHARING PLAN | - | 5 | $116,344 | $62,830 | $12,566iApproximate average salary by contribution assumption: employee only about $314,150 at 4% or $209,433 at 6%; with 50% employer match about $209,433 at 4% or $139,622 at 6%; with 100% employer match about $157,075 at 4% or $104,717 at 6%. |
| 2017 | 1 | 4 | $61,217 | $56,740 | $14,185iApproximate average salary by contribution assumption: employee only about $354,625 at 4% or $236,417 at 6%; with 50% employer match about $236,417 at 4% or $157,611 at 6%; with 100% employer match about $177,313 at 4% or $118,208 at 6%. |
| DJWMG PROFIT SHARING PLAN | - | 4 | $61,217 | $56,740 | $14,185iApproximate average salary by contribution assumption: employee only about $354,625 at 4% or $236,417 at 6%; with 50% employer match about $236,417 at 4% or $157,611 at 6%; with 100% employer match about $177,313 at 4% or $118,208 at 6%. |
| 2016 | 1 | 0 | $0 | $0 | - |
| DJWMG PROFIT SHARING PLAN | - | 0 | $0 | - | - |