Civic Intelligence

The Orcutt / Winslow Partnership

Plan context: The Orcutt / Winslow Partnership 401K Savings & Retirement Plan

EIN 86-0271027 • Phoenix, AZ • 31 filings • 8 plans

2929 N. Central Ave., 11th FloorPhoenix, AZ 85012
Current Snapshot

Latest Year

2024

2024 Participants

266

2024 Assets

$21,787,419

2024 Contributions

$949

Historical Graphs

Total Assets Over Time

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

$21,787,419$10,893,710$0199920112023YearValue
$21,787,419Latest year 2023

Participants Over Time

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

2741370199920122024YearValue
266Latest 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
20242266$0$949$4iApproximate average salary by contribution assumption: employee only about $89 at 4% or $59 at 6%; with 50% employer match about $59 at 4% or $40 at 6%; with 100% employer match about $45 at 4% or $30 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-0$0$949-
Orcutt/Winslow Welfare Benefit Plan-266---
20232274$21,787,419$2,000,442$7,301iApproximate average salary by contribution assumption: employee only about $182,522 at 4% or $121,681 at 6%; with 50% employer match about $121,681 at 4% or $81,121 at 6%; with 100% employer match about $91,261 at 4% or $60,841 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-177$21,787,419$2,000,442$11,302iApproximate average salary by contribution assumption: employee only about $282,548 at 4% or $188,366 at 6%; with 50% employer match about $188,366 at 4% or $125,577 at 6%; with 100% employer match about $141,274 at 4% or $94,183 at 6%.
Orcutt/Winslow Welfare Benefit Plan-274---
20222239$18,742,595$1,629,044$6,816iApproximate average salary by contribution assumption: employee only about $170,402 at 4% or $113,601 at 6%; with 50% employer match about $113,601 at 4% or $75,734 at 6%; with 100% employer match about $85,201 at 4% or $56,801 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-164$18,742,595$1,629,044$9,933iApproximate average salary by contribution assumption: employee only about $248,330 at 4% or $165,553 at 6%; with 50% employer match about $165,553 at 4% or $110,369 at 6%; with 100% employer match about $124,165 at 4% or $82,777 at 6%.
Orcutt/Winslow Welfare Benefit Plan-239---
20212134$18,318,443$1,318,549$9,840iApproximate average salary by contribution assumption: employee only about $245,998 at 4% or $163,999 at 6%; with 50% employer match about $163,999 at 4% or $109,332 at 6%; with 100% employer match about $122,999 at 4% or $81,999 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-92$18,318,443$1,318,549$14,332iApproximate average salary by contribution assumption: employee only about $358,301 at 4% or $238,868 at 6%; with 50% employer match about $238,868 at 4% or $159,245 at 6%; with 100% employer match about $179,151 at 4% or $119,434 at 6%.
Orcutt/Winslow Welfare Benefit Plan-134---
20202110$15,050,681$1,752,114$15,928iApproximate average salary by contribution assumption: employee only about $398,208 at 4% or $265,472 at 6%; with 50% employer match about $265,472 at 4% or $176,981 at 6%; with 100% employer match about $199,104 at 4% or $132,736 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-110$15,050,681$1,752,114$15,928iApproximate average salary by contribution assumption: employee only about $398,208 at 4% or $265,472 at 6%; with 50% employer match about $265,472 at 4% or $176,981 at 6%; with 100% employer match about $199,104 at 4% or $132,736 at 6%.
Orcutt/Winslow Welfare Benefit Plan-101---
2019197$11,943,700$1,085,241$11,188iApproximate average salary by contribution assumption: employee only about $279,701 at 4% or $186,468 at 6%; with 50% employer match about $186,468 at 4% or $124,312 at 6%; with 100% employer match about $139,851 at 4% or $93,234 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-97$11,943,700$1,085,241$11,188iApproximate average salary by contribution assumption: employee only about $279,701 at 4% or $186,468 at 6%; with 50% employer match about $186,468 at 4% or $124,312 at 6%; with 100% employer match about $139,851 at 4% or $93,234 at 6%.
2018199$9,589,104$995,045$10,051iApproximate average salary by contribution assumption: employee only about $251,274 at 4% or $167,516 at 6%; with 50% employer match about $167,516 at 4% or $111,677 at 6%; with 100% employer match about $125,637 at 4% or $83,758 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-99$9,589,104$995,045$10,051iApproximate average salary by contribution assumption: employee only about $251,274 at 4% or $167,516 at 6%; with 50% employer match about $167,516 at 4% or $111,677 at 6%; with 100% employer match about $125,637 at 4% or $83,758 at 6%.
2017192$9,799,561$1,117,614$12,148iApproximate average salary by contribution assumption: employee only about $303,699 at 4% or $202,466 at 6%; with 50% employer match about $202,466 at 4% or $134,978 at 6%; with 100% employer match about $151,850 at 4% or $101,233 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-92$9,799,561$1,117,614$12,148iApproximate average salary by contribution assumption: employee only about $303,699 at 4% or $202,466 at 6%; with 50% employer match about $202,466 at 4% or $134,978 at 6%; with 100% employer match about $151,850 at 4% or $101,233 at 6%.
2016181$7,589,721$828,384$10,227iApproximate average salary by contribution assumption: employee only about $255,674 at 4% or $170,449 at 6%; with 50% employer match about $170,449 at 4% or $113,633 at 6%; with 100% employer match about $127,837 at 4% or $85,225 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-81$7,589,721$828,384$10,227iApproximate average salary by contribution assumption: employee only about $255,674 at 4% or $170,449 at 6%; with 50% employer match about $170,449 at 4% or $113,633 at 6%; with 100% employer match about $127,837 at 4% or $85,225 at 6%.
2015172$6,849,329$395,133$5,488iApproximate average salary by contribution assumption: employee only about $137,199 at 4% or $91,466 at 6%; with 50% employer match about $91,466 at 4% or $60,977 at 6%; with 100% employer match about $68,599 at 4% or $45,733 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-72$6,849,329$395,133$5,488iApproximate average salary by contribution assumption: employee only about $137,199 at 4% or $91,466 at 6%; with 50% employer match about $91,466 at 4% or $60,977 at 6%; with 100% employer match about $68,599 at 4% or $45,733 at 6%.
2014175$7,357,535$374,856$4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-75$7,357,535$374,856$4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%.
2013178$7,331,982$393,246$5,042iApproximate average salary by contribution assumption: employee only about $126,040 at 4% or $84,027 at 6%; with 50% employer match about $84,027 at 4% or $56,018 at 6%; with 100% employer match about $63,020 at 4% or $42,013 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-78$7,331,982$393,246$5,042iApproximate average salary by contribution assumption: employee only about $126,040 at 4% or $84,027 at 6%; with 50% employer match about $84,027 at 4% or $56,018 at 6%; with 100% employer match about $63,020 at 4% or $42,013 at 6%.
2012174$6,223,266$313,637$4,238iApproximate average salary by contribution assumption: employee only about $105,958 at 4% or $70,639 at 6%; with 50% employer match about $70,639 at 4% or $47,093 at 6%; with 100% employer match about $52,979 at 4% or $35,319 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-74$6,223,266$313,637$4,238iApproximate average salary by contribution assumption: employee only about $105,958 at 4% or $70,639 at 6%; with 50% employer match about $70,639 at 4% or $47,093 at 6%; with 100% employer match about $52,979 at 4% or $35,319 at 6%.
2011172$5,146,111$273,421$3,798iApproximate average salary by contribution assumption: employee only about $94,938 at 4% or $63,292 at 6%; with 50% employer match about $63,292 at 4% or $42,195 at 6%; with 100% employer match about $47,469 at 4% or $31,646 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-72$5,146,111$273,421$3,798iApproximate average salary by contribution assumption: employee only about $94,938 at 4% or $63,292 at 6%; with 50% employer match about $63,292 at 4% or $42,195 at 6%; with 100% employer match about $47,469 at 4% or $31,646 at 6%.
2010180$5,430,241$283,389$3,542iApproximate average salary by contribution assumption: employee only about $88,559 at 4% or $59,039 at 6%; with 50% employer match about $59,039 at 4% or $39,360 at 6%; with 100% employer match about $44,280 at 4% or $29,520 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-80$5,430,241$283,389$3,542iApproximate average salary by contribution assumption: employee only about $88,559 at 4% or $59,039 at 6%; with 50% employer match about $59,039 at 4% or $39,360 at 6%; with 100% employer match about $44,280 at 4% or $29,520 at 6%.
2009180$4,670,666$284,921$3,562iApproximate average salary by contribution assumption: employee only about $89,038 at 4% or $59,359 at 6%; with 50% employer match about $59,359 at 4% or $39,572 at 6%; with 100% employer match about $44,519 at 4% or $29,679 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-80$4,670,666$284,921$3,562iApproximate average salary by contribution assumption: employee only about $89,038 at 4% or $59,359 at 6%; with 50% employer match about $59,359 at 4% or $39,572 at 6%; with 100% employer match about $44,519 at 4% or $29,679 at 6%.
2008180$3,777,403$442,844$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,130 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-80$3,777,403$442,844$5,536iApproximate average salary by contribution assumption: employee only about $138,389 at 4% or $92,259 at 6%; with 50% employer match about $92,259 at 4% or $61,506 at 6%; with 100% employer match about $69,194 at 4% or $46,130 at 6%.
2007172$5,562,255$499,965$6,944iApproximate average salary by contribution assumption: employee only about $173,599 at 4% or $115,733 at 6%; with 50% employer match about $115,733 at 4% or $77,155 at 6%; with 100% employer match about $86,799 at 4% or $57,866 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-72$5,562,255$499,965$6,944iApproximate average salary by contribution assumption: employee only about $173,599 at 4% or $115,733 at 6%; with 50% employer match about $115,733 at 4% or $77,155 at 6%; with 100% employer match about $86,799 at 4% or $57,866 at 6%.
2006170$4,699,023$620,417$8,863iApproximate average salary by contribution assumption: employee only about $221,578 at 4% or $147,718 at 6%; with 50% employer match about $147,718 at 4% or $98,479 at 6%; with 100% employer match about $110,789 at 4% or $73,859 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-70$4,699,023$620,417$8,863iApproximate average salary by contribution assumption: employee only about $221,578 at 4% or $147,718 at 6%; with 50% employer match about $147,718 at 4% or $98,479 at 6%; with 100% employer match about $110,789 at 4% or $73,859 at 6%.
2005160$3,643,574$355,803$5,930iApproximate average salary by contribution assumption: employee only about $148,251 at 4% or $98,834 at 6%; with 50% employer match about $98,834 at 4% or $65,889 at 6%; with 100% employer match about $74,126 at 4% or $49,417 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-60$3,643,574$355,803$5,930iApproximate average salary by contribution assumption: employee only about $148,251 at 4% or $98,834 at 6%; with 50% employer match about $98,834 at 4% or $65,889 at 6%; with 100% employer match about $74,126 at 4% or $49,417 at 6%.
2004161$3,022,033$309,193$5,069iApproximate average salary by contribution assumption: employee only about $126,718 at 4% or $84,479 at 6%; with 50% employer match about $84,479 at 4% or $56,319 at 6%; with 100% employer match about $63,359 at 4% or $42,239 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-61$3,022,033$309,193$5,069iApproximate average salary by contribution assumption: employee only about $126,718 at 4% or $84,479 at 6%; with 50% employer match about $84,479 at 4% or $56,319 at 6%; with 100% employer match about $63,359 at 4% or $42,239 at 6%.
2003156$2,480,228$306,953$5,481iApproximate average salary by contribution assumption: employee only about $137,033 at 4% or $91,355 at 6%; with 50% employer match about $91,355 at 4% or $60,903 at 6%; with 100% employer match about $68,516 at 4% or $45,678 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-56$2,480,228$306,953$5,481iApproximate average salary by contribution assumption: employee only about $137,033 at 4% or $91,355 at 6%; with 50% employer match about $91,355 at 4% or $60,903 at 6%; with 100% employer match about $68,516 at 4% or $45,678 at 6%.
200210$1,831,301$295,059-
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-0$1,831,301$295,059-
2001150$2,051,315$260,745$5,215iApproximate average salary by contribution assumption: employee only about $130,372 at 4% or $86,915 at 6%; with 50% employer match about $86,915 at 4% or $57,943 at 6%; with 100% employer match about $65,186 at 4% or $43,458 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-50$2,051,315$260,745$5,215iApproximate average salary by contribution assumption: employee only about $130,372 at 4% or $86,915 at 6%; with 50% employer match about $86,915 at 4% or $57,943 at 6%; with 100% employer match about $65,186 at 4% or $43,458 at 6%.
2000141$2,025,223$193,400$4,717iApproximate average salary by contribution assumption: employee only about $117,927 at 4% or $78,618 at 6%; with 50% employer match about $78,618 at 4% or $52,412 at 6%; with 100% employer match about $58,963 at 4% or $39,309 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-41$2,025,223$193,400$4,717iApproximate average salary by contribution assumption: employee only about $117,927 at 4% or $78,618 at 6%; with 50% employer match about $78,618 at 4% or $52,412 at 6%; with 100% employer match about $58,963 at 4% or $39,309 at 6%.
1999156$1,900,094$193,148$3,449iApproximate average salary by contribution assumption: employee only about $86,227 at 4% or $57,485 at 6%; with 50% employer match about $57,485 at 4% or $38,323 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.
The Orcutt / Winslow Partnership 401K Savings & Retirement Plan-56$1,900,094$193,148$3,449iApproximate average salary by contribution assumption: employee only about $86,227 at 4% or $57,485 at 6%; with 50% employer match about $57,485 at 4% or $38,323 at 6%; with 100% employer match about $43,113 at 4% or $28,742 at 6%.