Civic Intelligence

ALEXANDER WINTON & ASSOCIATES

Plan context: ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST

EIN 82-4836915 • Olive Branch, MS • 7 filings • 1 plans

8804 Caroma St Unit 160Olive Branch, MS 38654-3158
Current Snapshot

Latest Year

2025

2025 Participants

13

2025 Assets

$1,184,477

2025 Contributions

$275,421

Historical Graphs

Total Assets Over Time

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

$1,184,477$592,239$0201920222025YearValue
$1,184,477Latest year 2025

Participants Over Time

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

1370201920222025YearValue
13Latest year 2025

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
2025113$1,184,477$275,421$21,186iApproximate average salary by contribution assumption: employee only about $529,656 at 4% or $353,104 at 6%; with 50% employer match about $353,104 at 4% or $235,403 at 6%; with 100% employer match about $264,828 at 4% or $176,552 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-13$1,184,477$275,421$21,186iApproximate average salary by contribution assumption: employee only about $529,656 at 4% or $353,104 at 6%; with 50% employer match about $353,104 at 4% or $235,403 at 6%; with 100% employer match about $264,828 at 4% or $176,552 at 6%.
2024112$831,599$247,503$20,625iApproximate average salary by contribution assumption: employee only about $515,631 at 4% or $343,754 at 6%; with 50% employer match about $343,754 at 4% or $229,169 at 6%; with 100% employer match about $257,816 at 4% or $171,877 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-12$831,599$247,503$20,625iApproximate average salary by contribution assumption: employee only about $515,631 at 4% or $343,754 at 6%; with 50% employer match about $343,754 at 4% or $229,169 at 6%; with 100% employer match about $257,816 at 4% or $171,877 at 6%.
2023113$524,306$313,015$24,078iApproximate average salary by contribution assumption: employee only about $601,952 at 4% or $401,301 at 6%; with 50% employer match about $401,301 at 4% or $267,534 at 6%; with 100% employer match about $300,976 at 4% or $200,651 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-13$524,306$313,015$24,078iApproximate average salary by contribution assumption: employee only about $601,952 at 4% or $401,301 at 6%; with 50% employer match about $401,301 at 4% or $267,534 at 6%; with 100% employer match about $300,976 at 4% or $200,651 at 6%.
2022111$183,325$119,984$10,908iApproximate average salary by contribution assumption: employee only about $272,691 at 4% or $181,794 at 6%; with 50% employer match about $181,794 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-11$183,325$119,984$10,908iApproximate average salary by contribution assumption: employee only about $272,691 at 4% or $181,794 at 6%; with 50% employer match about $181,794 at 4% or $121,196 at 6%; with 100% employer match about $136,345 at 4% or $90,897 at 6%.
202119$92,088$82,824$9,203iApproximate average salary by contribution assumption: employee only about $230,067 at 4% or $153,378 at 6%; with 50% employer match about $153,378 at 4% or $102,252 at 6%; with 100% employer match about $115,033 at 4% or $76,689 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-9$92,088$82,824$9,203iApproximate average salary by contribution assumption: employee only about $230,067 at 4% or $153,378 at 6%; with 50% employer match about $153,378 at 4% or $102,252 at 6%; with 100% employer match about $115,033 at 4% or $76,689 at 6%.
202015$11,203$10,751$2,150iApproximate average salary by contribution assumption: employee only about $53,755 at 4% or $35,837 at 6%; with 50% employer match about $35,837 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-5$11,203$10,751$2,150iApproximate average salary by contribution assumption: employee only about $53,755 at 4% or $35,837 at 6%; with 50% employer match about $35,837 at 4% or $23,891 at 6%; with 100% employer match about $26,877 at 4% or $17,918 at 6%.
201914$259$259$65iApproximate average salary by contribution assumption: employee only about $1,619 at 4% or $1,079 at 6%; with 50% employer match about $1,079 at 4% or $719 at 6%; with 100% employer match about $809 at 4% or $540 at 6%.
ALEXANDER WINTON & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST-4$259$259$65iApproximate average salary by contribution assumption: employee only about $1,619 at 4% or $1,079 at 6%; with 50% employer match about $1,079 at 4% or $719 at 6%; with 100% employer match about $809 at 4% or $540 at 6%.