Civic Intelligence

Winton Policy Group LLC

Plan context: Winton Policy Group LLC 401(K) Profit Sharing Plan

EIN 83-0674714 • Jefferson City, MO • 13 filings • 3 plans

PO Box 1805Jefferson City, MO 65102
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,989,147

2024 Contributions

$336,426

Historical Graphs

Total Assets Over Time

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

$1,989,147$994,574$0201820212024YearValue
$1,989,147Latest year 2024

Participants Over Time

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

320201820212024YearValue
3Latest 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
202423$1,989,147$336,426$112,142iApproximate average salary by contribution assumption: employee only about $2,803,550 at 4% or $1,869,033 at 6%; with 50% employer match about $1,869,033 at 4% or $1,246,022 at 6%; with 100% employer match about $1,401,775 at 4% or $934,517 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-3$1,013,775$101,426$33,809iApproximate average salary by contribution assumption: employee only about $845,217 at 4% or $563,478 at 6%; with 50% employer match about $563,478 at 4% or $375,652 at 6%; with 100% employer match about $422,608 at 4% or $281,739 at 6%.
WINTON POLICY GROUP, LLC CASH BALANCE PLAN-3$975,372$235,000$78,333iApproximate average salary by contribution assumption: employee only about $1,958,333 at 4% or $1,305,556 at 6%; with 50% employer match about $1,305,556 at 4% or $870,370 at 6%; with 100% employer match about $979,167 at 4% or $652,778 at 6%.
202323$1,511,093$298,580$99,527iApproximate average salary by contribution assumption: employee only about $2,488,167 at 4% or $1,658,778 at 6%; with 50% employer match about $1,658,778 at 4% or $1,105,852 at 6%; with 100% employer match about $1,244,083 at 4% or $829,389 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-3$824,479$98,566$32,855iApproximate average salary by contribution assumption: employee only about $821,383 at 4% or $547,589 at 6%; with 50% employer match about $547,589 at 4% or $365,059 at 6%; with 100% employer match about $410,692 at 4% or $273,794 at 6%.
WINTON POLICY GROUP, LLC CASH BALANCE PLAN-3$686,614$200,014$66,671iApproximate average salary by contribution assumption: employee only about $1,666,783 at 4% or $1,111,189 at 6%; with 50% employer match about $1,111,189 at 4% or $740,793 at 6%; with 100% employer match about $833,392 at 4% or $555,594 at 6%.
202223$1,007,612$262,766$87,589iApproximate average salary by contribution assumption: employee only about $2,189,717 at 4% or $1,459,811 at 6%; with 50% employer match about $1,459,811 at 4% or $973,207 at 6%; with 100% employer match about $1,094,858 at 4% or $729,906 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-3$560,432$88,466$29,489iApproximate average salary by contribution assumption: employee only about $737,217 at 4% or $491,478 at 6%; with 50% employer match about $491,478 at 4% or $327,652 at 6%; with 100% employer match about $368,608 at 4% or $245,739 at 6%.
WINTON POLICY GROUP, LLC CASH BALANCE PLAN-3$447,180$174,300$58,100iApproximate average salary by contribution assumption: employee only about $1,452,500 at 4% or $968,333 at 6%; with 50% employer match about $968,333 at 4% or $645,556 at 6%; with 100% employer match about $726,250 at 4% or $484,167 at 6%.
202122$762,362$420,000$210,000iApproximate average salary by contribution assumption: employee only about $5,250,000 at 4% or $3,500,000 at 6%; with 50% employer match about $3,500,000 at 4% or $2,333,333 at 6%; with 100% employer match about $2,625,000 at 4% or $1,750,000 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-2$466,579$262,313$131,157iApproximate average salary by contribution assumption: employee only about $3,278,913 at 4% or $2,185,942 at 6%; with 50% employer match about $2,185,942 at 4% or $1,457,294 at 6%; with 100% employer match about $1,639,456 at 4% or $1,092,971 at 6%.
WINTON POLICY GROUP, LLC CASH BALANCE PLAN-2$295,783$157,687$78,844iApproximate average salary by contribution assumption: employee only about $1,971,088 at 4% or $1,314,058 at 6%; with 50% employer match about $1,314,058 at 4% or $876,039 at 6%; with 100% employer match about $985,544 at 4% or $657,029 at 6%.
202032$1,435,436$290,280$145,140iApproximate average salary by contribution assumption: employee only about $3,628,500 at 4% or $2,419,000 at 6%; with 50% employer match about $2,419,000 at 4% or $1,612,667 at 6%; with 100% employer match about $1,814,250 at 4% or $1,209,500 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-2$984,603$79,380$39,690iApproximate average salary by contribution assumption: employee only about $992,250 at 4% or $661,500 at 6%; with 50% employer match about $661,500 at 4% or $441,000 at 6%; with 100% employer match about $496,125 at 4% or $330,750 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-2$319,313$79,380$39,690iApproximate average salary by contribution assumption: employee only about $992,250 at 4% or $661,500 at 6%; with 50% employer match about $661,500 at 4% or $441,000 at 6%; with 100% employer match about $496,125 at 4% or $330,750 at 6%.
WINTON POLICY GROUP, LLC CASH BALANCE PLAN-2$131,520$131,520$65,760iApproximate average salary by contribution assumption: employee only about $1,644,000 at 4% or $1,096,000 at 6%; with 50% employer match about $1,096,000 at 4% or $730,667 at 6%; with 100% employer match about $822,000 at 4% or $548,000 at 6%.
201912$773,194$76,179$38,090iApproximate average salary by contribution assumption: employee only about $952,238 at 4% or $634,825 at 6%; with 50% employer match about $634,825 at 4% or $423,217 at 6%; with 100% employer match about $476,119 at 4% or $317,413 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-2$773,194$76,179$38,090iApproximate average salary by contribution assumption: employee only about $952,238 at 4% or $634,825 at 6%; with 50% employer match about $634,825 at 4% or $423,217 at 6%; with 100% employer match about $476,119 at 4% or $317,413 at 6%.
201812$581,900$570,041$285,021iApproximate average salary by contribution assumption: employee only about $7,125,513 at 4% or $4,750,342 at 6%; with 50% employer match about $4,750,342 at 4% or $3,166,894 at 6%; with 100% employer match about $3,562,756 at 4% or $2,375,171 at 6%.
Winton Policy Group LLC 401(K) Profit Sharing Plan-2$581,900$570,041$285,021iApproximate average salary by contribution assumption: employee only about $7,125,513 at 4% or $4,750,342 at 6%; with 50% employer match about $4,750,342 at 4% or $3,166,894 at 6%; with 100% employer match about $3,562,756 at 4% or $2,375,171 at 6%.
Winton Policy Group LLC | EIN 83-0674714 | 2024 Form 5500 Company Profile