GWINN VOLEN, LLC
Plan context: GWINN VOLEN, LLC 401(K)
EIN 81-3949942 • Ponte Vedra Beach, FL • 9 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
4
2025 Assets
$2,322,916
2025 Contributions
$380,251
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 | 2 | 4 | $2,322,916 | $380,251 | $95,063iApproximate average salary by contribution assumption: employee only about $2,376,569 at 4% or $1,584,379 at 6%; with 50% employer match about $1,584,379 at 4% or $1,056,253 at 6%; with 100% employer match about $1,188,284 at 4% or $792,190 at 6%. |
| GWINN VOLEN, LLC 401(K) | - | 4 | $1,398,872 | $149,389 | $37,347iApproximate average salary by contribution assumption: employee only about $933,681 at 4% or $622,454 at 6%; with 50% employer match about $622,454 at 4% or $414,969 at 6%; with 100% employer match about $466,841 at 4% or $311,227 at 6%. |
| GWINN VOLEN, LLC CASH BALANCE PLAN | - | 3 | $924,044 | $230,862 | $76,954iApproximate average salary by contribution assumption: employee only about $1,923,850 at 4% or $1,282,567 at 6%; with 50% employer match about $1,282,567 at 4% or $855,044 at 6%; with 100% employer match about $961,925 at 4% or $641,283 at 6%. |
| 2024 | 2 | 4 | $1,761,320 | $260,831 | $65,208iApproximate average salary by contribution assumption: employee only about $1,630,194 at 4% or $1,086,796 at 6%; with 50% employer match about $1,086,796 at 4% or $724,531 at 6%; with 100% employer match about $815,097 at 4% or $543,398 at 6%. |
| GWINN VOLEN, LLC 401(K) | - | 4 | $1,105,309 | $151,231 | $37,808iApproximate average salary by contribution assumption: employee only about $945,194 at 4% or $630,129 at 6%; with 50% employer match about $630,129 at 4% or $420,086 at 6%; with 100% employer match about $472,597 at 4% or $315,065 at 6%. |
| GWINN VOLEN, LLC CASH BALANCE PLAN | - | 3 | $656,011 | $109,600 | $36,533iApproximate average salary by contribution assumption: employee only about $913,333 at 4% or $608,889 at 6%; with 50% employer match about $608,889 at 4% or $405,926 at 6%; with 100% employer match about $456,667 at 4% or $304,444 at 6%. |
| 2023 | 2 | 5 | $1,395,911 | $430,167 | $86,033iApproximate average salary by contribution assumption: employee only about $2,150,835 at 4% or $1,433,890 at 6%; with 50% employer match about $1,433,890 at 4% or $955,927 at 6%; with 100% employer match about $1,075,418 at 4% or $716,945 at 6%. |
| GWINN VOLEN, LLC 401(K) | - | 5 | $872,062 | $139,467 | $27,893iApproximate average salary by contribution assumption: employee only about $697,335 at 4% or $464,890 at 6%; with 50% employer match about $464,890 at 4% or $309,927 at 6%; with 100% employer match about $348,668 at 4% or $232,445 at 6%. |
| GWINN VOLEN, LLC CASH BALANCE PLAN | - | 4 | $523,849 | $290,700 | $72,675iApproximate average salary by contribution assumption: employee only about $1,816,875 at 4% or $1,211,250 at 6%; with 50% employer match about $1,211,250 at 4% or $807,500 at 6%; with 100% employer match about $908,438 at 4% or $605,625 at 6%. |
| 2022 | 2 | 4 | $885,491 | $174,718 | $43,680iApproximate average salary by contribution assumption: employee only about $1,091,988 at 4% or $727,992 at 6%; with 50% employer match about $727,992 at 4% or $485,328 at 6%; with 100% employer match about $545,994 at 4% or $363,996 at 6%. |
| GWINN VOLEN, LLC 401(K) | - | 4 | $662,077 | $143,718 | $35,930iApproximate average salary by contribution assumption: employee only about $898,238 at 4% or $598,825 at 6%; with 50% employer match about $598,825 at 4% or $399,217 at 6%; with 100% employer match about $449,119 at 4% or $299,413 at 6%. |
| GWINN VOLEN, LLC CASH BALANCE PLAN | - | 4 | $223,414 | $31,000 | $7,750iApproximate average salary by contribution assumption: employee only about $193,750 at 4% or $129,167 at 6%; with 50% employer match about $129,167 at 4% or $86,111 at 6%; with 100% employer match about $96,875 at 4% or $64,583 at 6%. |
| 2021 | 1 | 4 | $519,782 | $138,160 | $34,540iApproximate average salary by contribution assumption: employee only about $863,500 at 4% or $575,667 at 6%; with 50% employer match about $575,667 at 4% or $383,778 at 6%; with 100% employer match about $431,750 at 4% or $287,833 at 6%. |
| GWINN VOLEN, LLC 401(K) | - | 4 | $519,782 | $138,160 | $34,540iApproximate average salary by contribution assumption: employee only about $863,500 at 4% or $575,667 at 6%; with 50% employer match about $575,667 at 4% or $383,778 at 6%; with 100% employer match about $431,750 at 4% or $287,833 at 6%. |