Winslow Wood & Associates LLC
Plan context: Winslow Wood & Associates LLC 401(K) Plan
EIN 85-0439055 • Albuquerque, NM • 29 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
11
2024 Assets
$4,435,220
2024 Contributions
$247,017
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 11 | $4,435,220 | $247,017 | $22,456iApproximate average salary by contribution assumption: employee only about $561,402 at 4% or $374,268 at 6%; with 50% employer match about $374,268 at 4% or $249,512 at 6%; with 100% employer match about $280,701 at 4% or $187,134 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 11 | $4,435,220 | $247,017 | $22,456iApproximate average salary by contribution assumption: employee only about $561,402 at 4% or $374,268 at 6%; with 50% employer match about $374,268 at 4% or $249,512 at 6%; with 100% employer match about $280,701 at 4% or $187,134 at 6%. |
| 2023 | 1 | 11 | $3,663,340 | $196,037 | $17,822iApproximate average salary by contribution assumption: employee only about $445,539 at 4% or $297,026 at 6%; with 50% employer match about $297,026 at 4% or $198,017 at 6%; with 100% employer match about $222,769 at 4% or $148,513 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 11 | $3,663,340 | $196,037 | $17,822iApproximate average salary by contribution assumption: employee only about $445,539 at 4% or $297,026 at 6%; with 50% employer match about $297,026 at 4% or $198,017 at 6%; with 100% employer match about $222,769 at 4% or $148,513 at 6%. |
| 2022 | 1 | 10 | $3,022,117 | $158,250 | $15,825iApproximate average salary by contribution assumption: employee only about $395,625 at 4% or $263,750 at 6%; with 50% employer match about $263,750 at 4% or $175,833 at 6%; with 100% employer match about $197,813 at 4% or $131,875 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 10 | $3,022,117 | $158,250 | $15,825iApproximate average salary by contribution assumption: employee only about $395,625 at 4% or $263,750 at 6%; with 50% employer match about $263,750 at 4% or $175,833 at 6%; with 100% employer match about $197,813 at 4% or $131,875 at 6%. |
| 2021 | 1 | 9 | $3,248,977 | $133,483 | $14,831iApproximate average salary by contribution assumption: employee only about $370,786 at 4% or $247,191 at 6%; with 50% employer match about $247,191 at 4% or $164,794 at 6%; with 100% employer match about $185,393 at 4% or $123,595 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $3,248,977 | $133,483 | $14,831iApproximate average salary by contribution assumption: employee only about $370,786 at 4% or $247,191 at 6%; with 50% employer match about $247,191 at 4% or $164,794 at 6%; with 100% employer match about $185,393 at 4% or $123,595 at 6%. |
| 2020 | 1 | 9 | $2,593,261 | $142,432 | $15,826iApproximate average salary by contribution assumption: employee only about $395,644 at 4% or $263,763 at 6%; with 50% employer match about $263,763 at 4% or $175,842 at 6%; with 100% employer match about $197,822 at 4% or $131,881 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $2,593,261 | $142,432 | $15,826iApproximate average salary by contribution assumption: employee only about $395,644 at 4% or $263,763 at 6%; with 50% employer match about $263,763 at 4% or $175,842 at 6%; with 100% employer match about $197,822 at 4% or $131,881 at 6%. |
| 2019 | 1 | 9 | $2,121,021 | $122,948 | $13,661iApproximate average salary by contribution assumption: employee only about $341,522 at 4% or $227,681 at 6%; with 50% employer match about $227,681 at 4% or $151,788 at 6%; with 100% employer match about $170,761 at 4% or $113,841 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $2,121,021 | $122,948 | $13,661iApproximate average salary by contribution assumption: employee only about $341,522 at 4% or $227,681 at 6%; with 50% employer match about $227,681 at 4% or $151,788 at 6%; with 100% employer match about $170,761 at 4% or $113,841 at 6%. |
| 2018 | 1 | 9 | $1,673,765 | $179,558 | $19,951iApproximate average salary by contribution assumption: employee only about $498,772 at 4% or $332,515 at 6%; with 50% employer match about $332,515 at 4% or $221,677 at 6%; with 100% employer match about $249,386 at 4% or $166,257 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $1,673,765 | $179,558 | $19,951iApproximate average salary by contribution assumption: employee only about $498,772 at 4% or $332,515 at 6%; with 50% employer match about $332,515 at 4% or $221,677 at 6%; with 100% employer match about $249,386 at 4% or $166,257 at 6%. |
| 2017 | 1 | 9 | $1,602,259 | $172,473 | $19,164iApproximate average salary by contribution assumption: employee only about $479,092 at 4% or $319,394 at 6%; with 50% employer match about $319,394 at 4% or $212,930 at 6%; with 100% employer match about $239,546 at 4% or $159,697 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $1,602,259 | $172,473 | $19,164iApproximate average salary by contribution assumption: employee only about $479,092 at 4% or $319,394 at 6%; with 50% employer match about $319,394 at 4% or $212,930 at 6%; with 100% employer match about $239,546 at 4% or $159,697 at 6%. |
| 2016 | 1 | 10 | $2,817,324 | $167,680 | $16,768iApproximate average salary by contribution assumption: employee only about $419,200 at 4% or $279,467 at 6%; with 50% employer match about $279,467 at 4% or $186,311 at 6%; with 100% employer match about $209,600 at 4% or $139,733 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 10 | $2,817,324 | $167,680 | $16,768iApproximate average salary by contribution assumption: employee only about $419,200 at 4% or $279,467 at 6%; with 50% employer match about $279,467 at 4% or $186,311 at 6%; with 100% employer match about $209,600 at 4% or $139,733 at 6%. |
| 2015 | 1 | 9 | $2,375,242 | $162,523 | $18,058iApproximate average salary by contribution assumption: employee only about $451,453 at 4% or $300,969 at 6%; with 50% employer match about $300,969 at 4% or $200,646 at 6%; with 100% employer match about $225,726 at 4% or $150,484 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $2,375,242 | $162,523 | $18,058iApproximate average salary by contribution assumption: employee only about $451,453 at 4% or $300,969 at 6%; with 50% employer match about $300,969 at 4% or $200,646 at 6%; with 100% employer match about $225,726 at 4% or $150,484 at 6%. |
| 2014 | 1 | 9 | $2,205,165 | $163,642 | $18,182iApproximate average salary by contribution assumption: employee only about $454,561 at 4% or $303,041 at 6%; with 50% employer match about $303,041 at 4% or $202,027 at 6%; with 100% employer match about $227,281 at 4% or $151,520 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | $2,205,165 | $163,642 | $18,182iApproximate average salary by contribution assumption: employee only about $454,561 at 4% or $303,041 at 6%; with 50% employer match about $303,041 at 4% or $202,027 at 6%; with 100% employer match about $227,281 at 4% or $151,520 at 6%. |
| 2013 | 1 | 11 | $2,043,868 | $165,410 | $15,037iApproximate average salary by contribution assumption: employee only about $375,932 at 4% or $250,621 at 6%; with 50% employer match about $250,621 at 4% or $167,081 at 6%; with 100% employer match about $187,966 at 4% or $125,311 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 11 | $2,043,868 | $165,410 | $15,037iApproximate average salary by contribution assumption: employee only about $375,932 at 4% or $250,621 at 6%; with 50% employer match about $250,621 at 4% or $167,081 at 6%; with 100% employer match about $187,966 at 4% or $125,311 at 6%. |
| 2012 | 1 | 11 | $1,465,485 | $148,694 | $13,518iApproximate average salary by contribution assumption: employee only about $337,941 at 4% or $225,294 at 6%; with 50% employer match about $225,294 at 4% or $150,196 at 6%; with 100% employer match about $168,970 at 4% or $112,647 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 11 | $1,465,485 | $148,694 | $13,518iApproximate average salary by contribution assumption: employee only about $337,941 at 4% or $225,294 at 6%; with 50% employer match about $225,294 at 4% or $150,196 at 6%; with 100% employer match about $168,970 at 4% or $112,647 at 6%. |
| 2011 | 1 | 12 | $1,154,833 | $119,717 | $9,976iApproximate average salary by contribution assumption: employee only about $249,410 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 12 | $1,154,833 | $119,717 | $9,976iApproximate average salary by contribution assumption: employee only about $249,410 at 4% or $166,274 at 6%; with 50% employer match about $166,274 at 4% or $110,849 at 6%; with 100% employer match about $124,705 at 4% or $83,137 at 6%. |
| 2010 | 1 | 12 | $1,070,929 | $100,741 | $8,395iApproximate average salary by contribution assumption: employee only about $209,877 at 4% or $139,918 at 6%; with 50% employer match about $139,918 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,959 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 12 | $1,070,929 | $100,741 | $8,395iApproximate average salary by contribution assumption: employee only about $209,877 at 4% or $139,918 at 6%; with 50% employer match about $139,918 at 4% or $93,279 at 6%; with 100% employer match about $104,939 at 4% or $69,959 at 6%. |
| 2009 | 1 | 12 | $900,010 | $74,493 | $6,208iApproximate average salary by contribution assumption: employee only about $155,194 at 4% or $103,463 at 6%; with 50% employer match about $103,463 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 12 | $900,010 | $74,493 | $6,208iApproximate average salary by contribution assumption: employee only about $155,194 at 4% or $103,463 at 6%; with 50% employer match about $103,463 at 4% or $68,975 at 6%; with 100% employer match about $77,597 at 4% or $51,731 at 6%. |
| 2008 | 1 | 9 | $0 | $0 | - |
| Winslow Wood & Associates LLC 401(K) Plan | - | 9 | - | - | - |
| 2007 | 1 | 8 | $0 | $0 | - |
| Winslow Wood & Associates LLC 401(K) Plan | - | 8 | - | - | - |
| 2006 | 1 | 7 | $757,177 | $101,466 | $14,495iApproximate average salary by contribution assumption: employee only about $362,379 at 4% or $241,586 at 6%; with 50% employer match about $241,586 at 4% or $161,057 at 6%; with 100% employer match about $181,189 at 4% or $120,793 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 7 | $757,177 | $101,466 | $14,495iApproximate average salary by contribution assumption: employee only about $362,379 at 4% or $241,586 at 6%; with 50% employer match about $241,586 at 4% or $161,057 at 6%; with 100% employer match about $181,189 at 4% or $120,793 at 6%. |
| 2005 | 1 | 8 | $582,938 | $85,456 | $10,682iApproximate average salary by contribution assumption: employee only about $267,050 at 4% or $178,033 at 6%; with 50% employer match about $178,033 at 4% or $118,689 at 6%; with 100% employer match about $133,525 at 4% or $89,017 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 8 | $582,938 | $85,456 | $10,682iApproximate average salary by contribution assumption: employee only about $267,050 at 4% or $178,033 at 6%; with 50% employer match about $178,033 at 4% or $118,689 at 6%; with 100% employer match about $133,525 at 4% or $89,017 at 6%. |
| 2004 | 1 | 7 | $461,723 | $86,651 | $12,379iApproximate average salary by contribution assumption: employee only about $309,468 at 4% or $206,312 at 6%; with 50% employer match about $206,312 at 4% or $137,541 at 6%; with 100% employer match about $154,734 at 4% or $103,156 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 7 | $461,723 | $86,651 | $12,379iApproximate average salary by contribution assumption: employee only about $309,468 at 4% or $206,312 at 6%; with 50% employer match about $206,312 at 4% or $137,541 at 6%; with 100% employer match about $154,734 at 4% or $103,156 at 6%. |
| 2003 | 1 | 6 | $347,881 | $85,019 | $14,170iApproximate average salary by contribution assumption: employee only about $354,246 at 4% or $236,164 at 6%; with 50% employer match about $236,164 at 4% or $157,443 at 6%; with 100% employer match about $177,123 at 4% or $118,082 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 6 | $347,881 | $85,019 | $14,170iApproximate average salary by contribution assumption: employee only about $354,246 at 4% or $236,164 at 6%; with 50% employer match about $236,164 at 4% or $157,443 at 6%; with 100% employer match about $177,123 at 4% or $118,082 at 6%. |
| 2002 | 1 | 4 | $226,613 | $60,235 | $15,059iApproximate average salary by contribution assumption: employee only about $376,469 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,490 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 4 | $226,613 | $60,235 | $15,059iApproximate average salary by contribution assumption: employee only about $376,469 at 4% or $250,979 at 6%; with 50% employer match about $250,979 at 4% or $167,319 at 6%; with 100% employer match about $188,234 at 4% or $125,490 at 6%. |
| 2001 | 2 | 3 | $0 | $0 | - |
| Kathleen Winslow & Associates LLC Money Purchase Plan | - | 0 | - | - | - |
| Winslow Wood & Associates LLC 401(K) Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $194,313 | $37,436 | $12,479iApproximate average salary by contribution assumption: employee only about $311,967 at 4% or $207,978 at 6%; with 50% employer match about $207,978 at 4% or $138,652 at 6%; with 100% employer match about $155,983 at 4% or $103,989 at 6%. |
| Kathleen Winslow & Associates LLC Money Purchase Plan | - | 3 | $127,900 | $27,474 | $9,158iApproximate average salary by contribution assumption: employee only about $228,950 at 4% or $152,633 at 6%; with 50% employer match about $152,633 at 4% or $101,756 at 6%; with 100% employer match about $114,475 at 4% or $76,317 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 3 | $66,413 | $9,962 | $3,321iApproximate average salary by contribution assumption: employee only about $83,017 at 4% or $55,344 at 6%; with 50% employer match about $55,344 at 4% or $36,896 at 6%; with 100% employer match about $41,508 at 4% or $27,672 at 6%. |
| 1999 | 2 | 3 | $180,683 | $37,073 | $12,358iApproximate average salary by contribution assumption: employee only about $308,942 at 4% or $205,961 at 6%; with 50% employer match about $205,961 at 4% or $137,307 at 6%; with 100% employer match about $154,471 at 4% or $102,981 at 6%. |
| Kathleen Winslow & Associates LLC Money Purchase Plan | - | 3 | $111,025 | $17,841 | $5,947iApproximate average salary by contribution assumption: employee only about $148,675 at 4% or $99,117 at 6%; with 50% employer match about $99,117 at 4% or $66,078 at 6%; with 100% employer match about $74,338 at 4% or $49,558 at 6%. |
| Winslow Wood & Associates LLC 401(K) Plan | - | 3 | $69,658 | $19,232 | $6,411iApproximate average salary by contribution assumption: employee only about $160,267 at 4% or $106,844 at 6%; with 50% employer match about $106,844 at 4% or $71,230 at 6%; with 100% employer match about $80,133 at 4% or $53,422 at 6%. |