Civic Intelligence

Winterbauer & Diamond PLLC

Plan context: Winterbauer & Diamond PLLC 401K Retirement Plan & Trust

EIN 91-1723835 • Mercer Island, WA • 24 filings • 3 plans

7683 SE 27th St., #495Mercer Island, WA 98040
Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$4,269,171

2022 Contributions

$108,927

Historical Graphs

Total Assets Over Time

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

$5,445,207$2,722,604$0199920112021YearValue
$4,269,171Latest year 2021

Participants Over Time

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

1790199920102021YearValue
7Latest year 2021

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
202210$0$0-
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-0$0--
202117$4,269,171$108,927$15,561iApproximate average salary by contribution assumption: employee only about $389,025 at 4% or $259,350 at 6%; with 50% employer match about $259,350 at 4% or $172,900 at 6%; with 100% employer match about $194,513 at 4% or $129,675 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-7$4,269,171$108,927$15,561iApproximate average salary by contribution assumption: employee only about $389,025 at 4% or $259,350 at 6%; with 50% employer match about $259,350 at 4% or $172,900 at 6%; with 100% employer match about $194,513 at 4% or $129,675 at 6%.
2020112$5,445,207$180,905$15,075iApproximate average salary by contribution assumption: employee only about $376,885 at 4% or $251,257 at 6%; with 50% employer match about $251,257 at 4% or $167,505 at 6%; with 100% employer match about $188,443 at 4% or $125,628 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-12$5,445,207$180,905$15,075iApproximate average salary by contribution assumption: employee only about $376,885 at 4% or $251,257 at 6%; with 50% employer match about $251,257 at 4% or $167,505 at 6%; with 100% employer match about $188,443 at 4% or $125,628 at 6%.
2019113$4,776,721$193,867$14,913iApproximate average salary by contribution assumption: employee only about $372,821 at 4% or $248,547 at 6%; with 50% employer match about $248,547 at 4% or $165,698 at 6%; with 100% employer match about $186,411 at 4% or $124,274 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-13$4,776,721$193,867$14,913iApproximate average salary by contribution assumption: employee only about $372,821 at 4% or $248,547 at 6%; with 50% employer match about $248,547 at 4% or $165,698 at 6%; with 100% employer match about $186,411 at 4% or $124,274 at 6%.
2018115$3,911,532$224,039$14,936iApproximate average salary by contribution assumption: employee only about $373,398 at 4% or $248,932 at 6%; with 50% employer match about $248,932 at 4% or $165,955 at 6%; with 100% employer match about $186,699 at 4% or $124,466 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$3,911,532$224,039$14,936iApproximate average salary by contribution assumption: employee only about $373,398 at 4% or $248,932 at 6%; with 50% employer match about $248,932 at 4% or $165,955 at 6%; with 100% employer match about $186,699 at 4% or $124,466 at 6%.
2017116$3,879,587$228,290$14,268iApproximate average salary by contribution assumption: employee only about $356,703 at 4% or $237,802 at 6%; with 50% employer match about $237,802 at 4% or $158,535 at 6%; with 100% employer match about $178,352 at 4% or $118,901 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-16$3,879,587$228,290$14,268iApproximate average salary by contribution assumption: employee only about $356,703 at 4% or $237,802 at 6%; with 50% employer match about $237,802 at 4% or $158,535 at 6%; with 100% employer match about $178,352 at 4% or $118,901 at 6%.
2016115$3,416,600$223,700$14,913iApproximate average salary by contribution assumption: employee only about $372,833 at 4% or $248,556 at 6%; with 50% employer match about $248,556 at 4% or $165,704 at 6%; with 100% employer match about $186,417 at 4% or $124,278 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$3,416,600$223,700$14,913iApproximate average salary by contribution assumption: employee only about $372,833 at 4% or $248,556 at 6%; with 50% employer match about $248,556 at 4% or $165,704 at 6%; with 100% employer match about $186,417 at 4% or $124,278 at 6%.
2015114$3,012,964$212,727$15,195iApproximate average salary by contribution assumption: employee only about $379,870 at 4% or $253,246 at 6%; with 50% employer match about $253,246 at 4% or $168,831 at 6%; with 100% employer match about $189,935 at 4% or $126,623 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-14$3,012,964$212,727$15,195iApproximate average salary by contribution assumption: employee only about $379,870 at 4% or $253,246 at 6%; with 50% employer match about $253,246 at 4% or $168,831 at 6%; with 100% employer match about $189,935 at 4% or $126,623 at 6%.
2014115$2,842,429$215,185$14,346iApproximate average salary by contribution assumption: employee only about $358,642 at 4% or $239,094 at 6%; with 50% employer match about $239,094 at 4% or $159,396 at 6%; with 100% employer match about $179,321 at 4% or $119,547 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$2,842,429$215,185$14,346iApproximate average salary by contribution assumption: employee only about $358,642 at 4% or $239,094 at 6%; with 50% employer match about $239,094 at 4% or $159,396 at 6%; with 100% employer match about $179,321 at 4% or $119,547 at 6%.
2013115$2,588,145$279,874$18,658iApproximate average salary by contribution assumption: employee only about $466,457 at 4% or $310,971 at 6%; with 50% employer match about $310,971 at 4% or $207,314 at 6%; with 100% employer match about $233,228 at 4% or $155,486 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$2,588,145$279,874$18,658iApproximate average salary by contribution assumption: employee only about $466,457 at 4% or $310,971 at 6%; with 50% employer match about $310,971 at 4% or $207,314 at 6%; with 100% employer match about $233,228 at 4% or $155,486 at 6%.
2012115$2,115,898$198,480$13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$2,115,898$198,480$13,232iApproximate average salary by contribution assumption: employee only about $330,800 at 4% or $220,533 at 6%; with 50% employer match about $220,533 at 4% or $147,022 at 6%; with 100% employer match about $165,400 at 4% or $110,267 at 6%.
2011115$1,773,510$230,828$15,389iApproximate average salary by contribution assumption: employee only about $384,713 at 4% or $256,476 at 6%; with 50% employer match about $256,476 at 4% or $170,984 at 6%; with 100% employer match about $192,357 at 4% or $128,238 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-15$1,773,510$230,828$15,389iApproximate average salary by contribution assumption: employee only about $384,713 at 4% or $256,476 at 6%; with 50% employer match about $256,476 at 4% or $170,984 at 6%; with 100% employer match about $192,357 at 4% or $128,238 at 6%.
2010117$1,620,590$211,501$12,441iApproximate average salary by contribution assumption: employee only about $311,031 at 4% or $207,354 at 6%; with 50% employer match about $207,354 at 4% or $138,236 at 6%; with 100% employer match about $155,515 at 4% or $103,677 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-17$1,620,590$211,501$12,441iApproximate average salary by contribution assumption: employee only about $311,031 at 4% or $207,354 at 6%; with 50% employer match about $207,354 at 4% or $138,236 at 6%; with 100% employer match about $155,515 at 4% or $103,677 at 6%.
2009117$1,373,796$192,696$11,335iApproximate average salary by contribution assumption: employee only about $283,376 at 4% or $188,918 at 6%; with 50% employer match about $188,918 at 4% or $125,945 at 6%; with 100% employer match about $141,688 at 4% or $94,459 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-17$1,373,796$192,696$11,335iApproximate average salary by contribution assumption: employee only about $283,376 at 4% or $188,918 at 6%; with 50% employer match about $188,918 at 4% or $125,945 at 6%; with 100% employer match about $141,688 at 4% or $94,459 at 6%.
2008112$961,076$170,391$14,199iApproximate average salary by contribution assumption: employee only about $354,981 at 4% or $236,654 at 6%; with 50% employer match about $236,654 at 4% or $157,769 at 6%; with 100% employer match about $177,491 at 4% or $118,327 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-12$961,076$170,391$14,199iApproximate average salary by contribution assumption: employee only about $354,981 at 4% or $236,654 at 6%; with 50% employer match about $236,654 at 4% or $157,769 at 6%; with 100% employer match about $177,491 at 4% or $118,327 at 6%.
2007112$1,142,390$162,556$13,546iApproximate average salary by contribution assumption: employee only about $338,658 at 4% or $225,772 at 6%; with 50% employer match about $225,772 at 4% or $150,515 at 6%; with 100% employer match about $169,329 at 4% or $112,886 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-12$1,142,390$162,556$13,546iApproximate average salary by contribution assumption: employee only about $338,658 at 4% or $225,772 at 6%; with 50% employer match about $225,772 at 4% or $150,515 at 6%; with 100% employer match about $169,329 at 4% or $112,886 at 6%.
2006112$1,015,893$145,408$12,117iApproximate average salary by contribution assumption: employee only about $302,933 at 4% or $201,956 at 6%; with 50% employer match about $201,956 at 4% or $134,637 at 6%; with 100% employer match about $151,467 at 4% or $100,978 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-12$1,015,893$145,408$12,117iApproximate average salary by contribution assumption: employee only about $302,933 at 4% or $201,956 at 6%; with 50% employer match about $201,956 at 4% or $134,637 at 6%; with 100% employer match about $151,467 at 4% or $100,978 at 6%.
2005111$793,647$135,905$12,355iApproximate average salary by contribution assumption: employee only about $308,875 at 4% or $205,917 at 6%; with 50% employer match about $205,917 at 4% or $137,278 at 6%; with 100% employer match about $154,438 at 4% or $102,958 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-11$793,647$135,905$12,355iApproximate average salary by contribution assumption: employee only about $308,875 at 4% or $205,917 at 6%; with 50% employer match about $205,917 at 4% or $137,278 at 6%; with 100% employer match about $154,438 at 4% or $102,958 at 6%.
2004110$631,715$137,303$13,730iApproximate average salary by contribution assumption: employee only about $343,258 at 4% or $228,838 at 6%; with 50% employer match about $228,838 at 4% or $152,559 at 6%; with 100% employer match about $171,629 at 4% or $114,419 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-10$631,715$137,303$13,730iApproximate average salary by contribution assumption: employee only about $343,258 at 4% or $228,838 at 6%; with 50% employer match about $228,838 at 4% or $152,559 at 6%; with 100% employer match about $171,629 at 4% or $114,419 at 6%.
2003112$474,253$127,207$10,601iApproximate average salary by contribution assumption: employee only about $265,015 at 4% or $176,676 at 6%; with 50% employer match about $176,676 at 4% or $117,784 at 6%; with 100% employer match about $132,507 at 4% or $88,338 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-12$474,253$127,207$10,601iApproximate average salary by contribution assumption: employee only about $265,015 at 4% or $176,676 at 6%; with 50% employer match about $176,676 at 4% or $117,784 at 6%; with 100% employer match about $132,507 at 4% or $88,338 at 6%.
2002111$326,519$127,761$11,615iApproximate average salary by contribution assumption: employee only about $290,366 at 4% or $193,577 at 6%; with 50% employer match about $193,577 at 4% or $129,052 at 6%; with 100% employer match about $145,183 at 4% or $96,789 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-11$326,519$127,761$11,615iApproximate average salary by contribution assumption: employee only about $290,366 at 4% or $193,577 at 6%; with 50% employer match about $193,577 at 4% or $129,052 at 6%; with 100% employer match about $145,183 at 4% or $96,789 at 6%.
2001110$0$0-
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-10---
200019$220,870$96,674$10,742iApproximate average salary by contribution assumption: employee only about $268,539 at 4% or $179,026 at 6%; with 50% employer match about $179,026 at 4% or $119,351 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-9$220,870$96,674$10,742iApproximate average salary by contribution assumption: employee only about $268,539 at 4% or $179,026 at 6%; with 50% employer match about $179,026 at 4% or $119,351 at 6%; with 100% employer match about $134,269 at 4% or $89,513 at 6%.
199918$188,908$80,486$10,061iApproximate average salary by contribution assumption: employee only about $251,519 at 4% or $167,679 at 6%; with 50% employer match about $167,679 at 4% or $111,786 at 6%; with 100% employer match about $125,759 at 4% or $83,840 at 6%.
Winterbauer & Diamond PLLC 401K Retirement Plan & Trust-8$188,908$80,486$10,061iApproximate average salary by contribution assumption: employee only about $251,519 at 4% or $167,679 at 6%; with 50% employer match about $167,679 at 4% or $111,786 at 6%; with 100% employer match about $125,759 at 4% or $83,840 at 6%.