Winkler & Whittenberg Inc.
Plan context: Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan
EIN 95-3886388 • South El Monte, CA • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
2
2024 Assets
$401,806
2024 Contributions
$21,983
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 | 2 | $401,806 | $21,983 | $10,992iApproximate average salary by contribution assumption: employee only about $274,788 at 4% or $183,192 at 6%; with 50% employer match about $183,192 at 4% or $122,128 at 6%; with 100% employer match about $137,394 at 4% or $91,596 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 2 | $401,806 | $21,983 | $10,992iApproximate average salary by contribution assumption: employee only about $274,788 at 4% or $183,192 at 6%; with 50% employer match about $183,192 at 4% or $122,128 at 6%; with 100% employer match about $137,394 at 4% or $91,596 at 6%. |
| 2023 | 1 | 2 | $324,462 | $71,397 | $35,699iApproximate average salary by contribution assumption: employee only about $892,463 at 4% or $594,975 at 6%; with 50% employer match about $594,975 at 4% or $396,650 at 6%; with 100% employer match about $446,231 at 4% or $297,488 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 2 | $324,462 | $71,397 | $35,699iApproximate average salary by contribution assumption: employee only about $892,463 at 4% or $594,975 at 6%; with 50% employer match about $594,975 at 4% or $396,650 at 6%; with 100% employer match about $446,231 at 4% or $297,488 at 6%. |
| 2022 | 1 | 2 | $206,451 | $45,600 | $22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 2 | $206,451 | $45,600 | $22,800iApproximate average salary by contribution assumption: employee only about $570,000 at 4% or $380,000 at 6%; with 50% employer match about $380,000 at 4% or $253,333 at 6%; with 100% employer match about $285,000 at 4% or $190,000 at 6%. |
| 2021 | 1 | 3 | $204,040 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $204,040 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| 2020 | 1 | 3 | $132,378 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $132,378 | $44,600 | $14,867iApproximate average salary by contribution assumption: employee only about $371,667 at 4% or $247,778 at 6%; with 50% employer match about $247,778 at 4% or $165,185 at 6%; with 100% employer match about $185,833 at 4% or $123,889 at 6%. |
| 2019 | 1 | 3 | $350,200 | $58,600 | $19,533iApproximate average salary by contribution assumption: employee only about $488,333 at 4% or $325,556 at 6%; with 50% employer match about $325,556 at 4% or $217,037 at 6%; with 100% employer match about $244,167 at 4% or $162,778 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $350,200 | $58,600 | $19,533iApproximate average salary by contribution assumption: employee only about $488,333 at 4% or $325,556 at 6%; with 50% employer match about $325,556 at 4% or $217,037 at 6%; with 100% employer match about $244,167 at 4% or $162,778 at 6%. |
| 2018 | 1 | 3 | $236,205 | $58,100 | $19,367iApproximate average salary by contribution assumption: employee only about $484,167 at 4% or $322,778 at 6%; with 50% employer match about $322,778 at 4% or $215,185 at 6%; with 100% employer match about $242,083 at 4% or $161,389 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $236,205 | $58,100 | $19,367iApproximate average salary by contribution assumption: employee only about $484,167 at 4% or $322,778 at 6%; with 50% employer match about $322,778 at 4% or $215,185 at 6%; with 100% employer match about $242,083 at 4% or $161,389 at 6%. |
| 2017 | 1 | 3 | $339,424 | $57,600 | $19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $339,424 | $57,600 | $19,200iApproximate average salary by contribution assumption: employee only about $480,000 at 4% or $320,000 at 6%; with 50% employer match about $320,000 at 4% or $213,333 at 6%; with 100% employer match about $240,000 at 4% or $160,000 at 6%. |
| 2016 | 1 | 2 | $236,100 | $39,984 | $19,992iApproximate average salary by contribution assumption: employee only about $499,800 at 4% or $333,200 at 6%; with 50% employer match about $333,200 at 4% or $222,133 at 6%; with 100% employer match about $249,900 at 4% or $166,600 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 2 | $236,100 | $39,984 | $19,992iApproximate average salary by contribution assumption: employee only about $499,800 at 4% or $333,200 at 6%; with 50% employer match about $333,200 at 4% or $222,133 at 6%; with 100% employer match about $249,900 at 4% or $166,600 at 6%. |
| 2015 | 1 | 3 | $202,439 | $40,200 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $202,439 | $40,200 | $13,400iApproximate average salary by contribution assumption: employee only about $335,000 at 4% or $223,333 at 6%; with 50% employer match about $223,333 at 4% or $148,889 at 6%; with 100% employer match about $167,500 at 4% or $111,667 at 6%. |
| 2014 | 1 | 3 | $169,636 | $37,800 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $169,636 | $37,800 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2013 | 1 | 3 | $466,937 | $35,400 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $466,937 | $35,400 | $11,800iApproximate average salary by contribution assumption: employee only about $295,000 at 4% or $196,667 at 6%; with 50% employer match about $196,667 at 4% or $131,111 at 6%; with 100% employer match about $147,500 at 4% or $98,333 at 6%. |
| 2012 | 1 | 3 | $338,423 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $338,423 | $31,800 | $10,600iApproximate average salary by contribution assumption: employee only about $265,000 at 4% or $176,667 at 6%; with 50% employer match about $176,667 at 4% or $117,778 at 6%; with 100% employer match about $132,500 at 4% or $88,333 at 6%. |
| 2011 | 1 | 3 | $269,470 | $28,800 | $9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $269,470 | $28,800 | $9,600iApproximate average salary by contribution assumption: employee only about $240,000 at 4% or $160,000 at 6%; with 50% employer match about $160,000 at 4% or $106,667 at 6%; with 100% employer match about $120,000 at 4% or $80,000 at 6%. |
| 2010 | 1 | 2 | $242,186 | $26,700 | $13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 2 | $242,186 | $26,700 | $13,350iApproximate average salary by contribution assumption: employee only about $333,750 at 4% or $222,500 at 6%; with 50% employer match about $222,500 at 4% or $148,333 at 6%; with 100% employer match about $166,875 at 4% or $111,250 at 6%. |
| 2009 | 1 | 3 | $207,907 | $26,800 | $8,933iApproximate average salary by contribution assumption: employee only about $223,333 at 4% or $148,889 at 6%; with 50% employer match about $148,889 at 4% or $99,259 at 6%; with 100% employer match about $111,667 at 4% or $74,444 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $207,907 | $26,800 | $8,933iApproximate average salary by contribution assumption: employee only about $223,333 at 4% or $148,889 at 6%; with 50% employer match about $148,889 at 4% or $99,259 at 6%; with 100% employer match about $111,667 at 4% or $74,444 at 6%. |
| 2008 | 1 | 3 | $143,692 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 3 | $143,692 | $27,000 | $9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%. |
| 2007 | 1 | 4 | $184,164 | $27,625 | $6,906iApproximate average salary by contribution assumption: employee only about $172,656 at 4% or $115,104 at 6%; with 50% employer match about $115,104 at 4% or $76,736 at 6%; with 100% employer match about $86,328 at 4% or $57,552 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $184,164 | $27,625 | $6,906iApproximate average salary by contribution assumption: employee only about $172,656 at 4% or $115,104 at 6%; with 50% employer match about $115,104 at 4% or $76,736 at 6%; with 100% employer match about $86,328 at 4% or $57,552 at 6%. |
| 2006 | 1 | 4 | $147,428 | $22,800 | $5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $147,428 | $22,800 | $5,700iApproximate average salary by contribution assumption: employee only about $142,500 at 4% or $95,000 at 6%; with 50% employer match about $95,000 at 4% or $63,333 at 6%; with 100% employer match about $71,250 at 4% or $47,500 at 6%. |
| 2005 | 1 | 4 | $113,467 | $23,325 | $5,831iApproximate average salary by contribution assumption: employee only about $145,781 at 4% or $97,188 at 6%; with 50% employer match about $97,188 at 4% or $64,792 at 6%; with 100% employer match about $72,891 at 4% or $48,594 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $113,467 | $23,325 | $5,831iApproximate average salary by contribution assumption: employee only about $145,781 at 4% or $97,188 at 6%; with 50% employer match about $97,188 at 4% or $64,792 at 6%; with 100% employer match about $72,891 at 4% or $48,594 at 6%. |
| 2004 | 1 | 4 | $84,311 | $22,300 | $5,575iApproximate average salary by contribution assumption: employee only about $139,375 at 4% or $92,917 at 6%; with 50% employer match about $92,917 at 4% or $61,944 at 6%; with 100% employer match about $69,688 at 4% or $46,458 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $84,311 | $22,300 | $5,575iApproximate average salary by contribution assumption: employee only about $139,375 at 4% or $92,917 at 6%; with 50% employer match about $92,917 at 4% or $61,944 at 6%; with 100% employer match about $69,688 at 4% or $46,458 at 6%. |
| 2003 | 1 | 4 | $57,481 | $18,650 | $4,663iApproximate average salary by contribution assumption: employee only about $116,563 at 4% or $77,708 at 6%; with 50% employer match about $77,708 at 4% or $51,806 at 6%; with 100% employer match about $58,281 at 4% or $38,854 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $57,481 | $18,650 | $4,663iApproximate average salary by contribution assumption: employee only about $116,563 at 4% or $77,708 at 6%; with 50% employer match about $77,708 at 4% or $51,806 at 6%; with 100% employer match about $58,281 at 4% or $38,854 at 6%. |
| 2002 | 1 | 5 | $32,059 | $6,400 | $1,280iApproximate average salary by contribution assumption: employee only about $32,000 at 4% or $21,333 at 6%; with 50% employer match about $21,333 at 4% or $14,222 at 6%; with 100% employer match about $16,000 at 4% or $10,667 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 5 | $32,059 | $6,400 | $1,280iApproximate average salary by contribution assumption: employee only about $32,000 at 4% or $21,333 at 6%; with 50% employer match about $21,333 at 4% or $14,222 at 6%; with 100% employer match about $16,000 at 4% or $10,667 at 6%. |
| 2001 | 1 | 5 | $36,060 | $11,300 | $2,260iApproximate average salary by contribution assumption: employee only about $56,500 at 4% or $37,667 at 6%; with 50% employer match about $37,667 at 4% or $25,111 at 6%; with 100% employer match about $28,250 at 4% or $18,833 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 5 | $36,060 | $11,300 | $2,260iApproximate average salary by contribution assumption: employee only about $56,500 at 4% or $37,667 at 6%; with 50% employer match about $37,667 at 4% or $25,111 at 6%; with 100% employer match about $28,250 at 4% or $18,833 at 6%. |
| 2000 | 1 | 4 | $0 | $0 | - |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | - | - | - |
| 1999 | 1 | 4 | $21,459 | $10,875 | $2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%. |
| Winkler & Whittenberg Inc. CPA'S 401(K) Profit Sharing Plan | - | 4 | $21,459 | $10,875 | $2,719iApproximate average salary by contribution assumption: employee only about $67,969 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,208 at 6%; with 100% employer match about $33,984 at 4% or $22,656 at 6%. |