2023 Form 5500 filing — Winona Foods, Inc. Savings & Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718135540NAL0009805568001) for Winona Foods, Inc. Savings & Retirement Plan, reported by Winona Foods Inc. under EIN 39-1835095 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718135540NAL0009805568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winona Foods Inc.
- EIN
- 39-1835095
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,290,854
- Total liabilities (EOY)
- $174,781
- Net assets (EOY)
- $12,116,073
- Employer contributions
- $805,142
- Participant contributions
- $1,153,772
- Total income / additions
- $3,697,635
- Benefits paid
- $906,949
- Administrative expenses
- $48,298
- Total expenses
- $955,247
- Net increase / (decrease)
- $2,742,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | AUDITORS | $39,480 | $0 |
| Alerus Financial, N.A. | NONE | $8,818 | $0 |