2023 Form 5500 filing — Winholt Equipment Corporation Defined Benefit 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 20240820094017NAL0001644563001) for Winholt Equipment Corporation Defined Benefit Plan, reported by Winholt Equipment Corporation under EIN 11-1735819 and plan number 004. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,091,761
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240820094017NAL0001644563001
Plan sponsor
Winholt Equipment Corporation
EIN
11-1735819
Plan number
004
Location
Woodbury, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$431.1K
Total expenses$62.6K
Benefits paid / distributions$48.5K
Contributions
Employer$250K
Participant$0
Full reported line items
Total assets (EOY)
$3,091,761
Total liabilities (EOY)
$0
Net assets (EOY)
$3,091,761
Employer contributions
$250,000
Participant contributions
$0
Total income / additions
$431,089
Benefits paid
$48,497
Administrative expenses
$14,086
Total expenses
$62,583
Net increase / (decrease)
$368,506

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240820094017NAL0001644563001 cover?
It is the 2023 Form 5500 filing for Winholt Equipment Corporation Defined Benefit Plan, reported by Winholt Equipment Corporation (EIN 11-1735819).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages