Civic Intelligence

Winthrop Advisory Group

Plan context: Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust

EIN 82-0994658 • 8 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$4,159,051

2024 Contributions

$526,354

Historical Graphs

Total Assets Over Time

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

$4,159,051$2,079,526$0201720212024YearValue
$4,159,051Latest year 2024

Participants Over Time

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

24120201720212024YearValue
24Latest 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
2024124$4,159,051$526,354$21,931iApproximate average salary by contribution assumption: employee only about $548,285 at 4% or $365,524 at 6%; with 50% employer match about $365,524 at 4% or $243,682 at 6%; with 100% employer match about $274,143 at 4% or $182,762 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-24$4,159,051$526,354$21,931iApproximate average salary by contribution assumption: employee only about $548,285 at 4% or $365,524 at 6%; with 50% employer match about $365,524 at 4% or $243,682 at 6%; with 100% employer match about $274,143 at 4% or $182,762 at 6%.
2023121$3,173,349$462,284$22,014iApproximate average salary by contribution assumption: employee only about $550,338 at 4% or $366,892 at 6%; with 50% employer match about $366,892 at 4% or $244,595 at 6%; with 100% employer match about $275,169 at 4% or $183,446 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-21$3,173,349$462,284$22,014iApproximate average salary by contribution assumption: employee only about $550,338 at 4% or $366,892 at 6%; with 50% employer match about $366,892 at 4% or $244,595 at 6%; with 100% employer match about $275,169 at 4% or $183,446 at 6%.
2022117$2,260,102$397,872$23,404iApproximate average salary by contribution assumption: employee only about $585,106 at 4% or $390,071 at 6%; with 50% employer match about $390,071 at 4% or $260,047 at 6%; with 100% employer match about $292,553 at 4% or $195,035 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-17$2,260,102$397,872$23,404iApproximate average salary by contribution assumption: employee only about $585,106 at 4% or $390,071 at 6%; with 50% employer match about $390,071 at 4% or $260,047 at 6%; with 100% employer match about $292,553 at 4% or $195,035 at 6%.
2021116$2,253,345$377,572$23,598iApproximate average salary by contribution assumption: employee only about $589,956 at 4% or $393,304 at 6%; with 50% employer match about $393,304 at 4% or $262,203 at 6%; with 100% employer match about $294,978 at 4% or $196,652 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-16$2,253,345$377,572$23,598iApproximate average salary by contribution assumption: employee only about $589,956 at 4% or $393,304 at 6%; with 50% employer match about $393,304 at 4% or $262,203 at 6%; with 100% employer match about $294,978 at 4% or $196,652 at 6%.
2020114$1,604,416$338,537$24,181iApproximate average salary by contribution assumption: employee only about $604,530 at 4% or $403,020 at 6%; with 50% employer match about $403,020 at 4% or $268,680 at 6%; with 100% employer match about $302,265 at 4% or $201,510 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-14$1,604,416$338,537$24,181iApproximate average salary by contribution assumption: employee only about $604,530 at 4% or $403,020 at 6%; with 50% employer match about $403,020 at 4% or $268,680 at 6%; with 100% employer match about $302,265 at 4% or $201,510 at 6%.
2019114$1,206,076$323,312$23,094iApproximate average salary by contribution assumption: employee only about $577,343 at 4% or $384,895 at 6%; with 50% employer match about $384,895 at 4% or $256,597 at 6%; with 100% employer match about $288,671 at 4% or $192,448 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-14$1,206,076$323,312$23,094iApproximate average salary by contribution assumption: employee only about $577,343 at 4% or $384,895 at 6%; with 50% employer match about $384,895 at 4% or $256,597 at 6%; with 100% employer match about $288,671 at 4% or $192,448 at 6%.
2018114$691,398$292,097$20,864iApproximate average salary by contribution assumption: employee only about $521,602 at 4% or $347,735 at 6%; with 50% employer match about $347,735 at 4% or $231,823 at 6%; with 100% employer match about $260,801 at 4% or $173,867 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-14$691,398$292,097$20,864iApproximate average salary by contribution assumption: employee only about $521,602 at 4% or $347,735 at 6%; with 50% employer match about $347,735 at 4% or $231,823 at 6%; with 100% employer match about $260,801 at 4% or $173,867 at 6%.
2017112$467,606$451,302$37,609iApproximate average salary by contribution assumption: employee only about $940,213 at 4% or $626,808 at 6%; with 50% employer match about $626,808 at 4% or $417,872 at 6%; with 100% employer match about $470,106 at 4% or $313,404 at 6%.
Winthrop Advisory Group 401(K) Profit Sharing Plan & Trust-12$467,606$451,302$37,609iApproximate average salary by contribution assumption: employee only about $940,213 at 4% or $626,808 at 6%; with 50% employer match about $626,808 at 4% or $417,872 at 6%; with 100% employer match about $470,106 at 4% or $313,404 at 6%.