Plan5500

Win-Holt Equipment Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Win-Holt Equipment Corporation (EIN 11-1735819) is a plan sponsor located in Woodbury, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
11-1735819
Location
Woodbury, NY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Win-Holt Equipment Corporation

  • 3 loaded plans hold $10.7M in reported assets.
  • The largest, Win-Holt Equipment Corporation 401(K) Savings Plan, holds 69% of this company's reported plan assets.
  • Plans cover 385 reported participants.
  • 3 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.7MSummed across loaded plans$10,652,282
Total reported assets$10.7M$10,718,928
Total reported participants385
Total reported liabilities$66.6K$66,646

Reported net position

Reported assets = net assets + liabilities (summed)$10.7M total assets
Net assets$10.7MLiabilities$66.6K
Contributions & income
Employer contributions$433.5K
Participant contributions$487.6K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$767.8K
Total expenses$861.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets69%Win-Holt Equipment Corporation 401(K) Savings Plan
Participants per plan128Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Win-Holt Equipment Corporation 401(K) Savings Plan$7.4M
    Plan #003 · 260 participants · 2023
  2. 2
    Winholt Equipment Corporation Defined Benefit Plan$3.1M
    Plan #004 · 54 participants · 2023
  3. 3
    Winholt Equipment Corporation Profit Sharing Plan$274.7K
    Plan #005 · 71 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Win-Holt Equipment Corporation. Open one for its full reported snapshot.

  1. 2023
    Winholt Equipment Corporation Defined Benefit Plan54 participants · 2Sch I
    View filing →
  2. 2023
    Win-Holt Equipment Corporation 401(K) Savings Plan260 participants · 2Sch HSch C
    View filing →
  3. 2023
    Winholt Equipment Corporation Profit Sharing Plan71 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Win-Holt Equipment Corporation report on Form 5500?
Win-Holt Equipment Corporation (EIN 11-1735819) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Win-Holt Equipment Corporation?
The Employer Identification Number (EIN) reported for Win-Holt Equipment Corporation is 11-1735819.
What is the latest Form 5500 filing year for Win-Holt Equipment Corporation?
The latest loaded Form 5500 filing year for Win-Holt Equipment Corporation is 2023.

Related Form 5500 pages