2023 Form 5500 filing — Winter Sports, Inc. Retirement Plan & Trust
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 20240927123658NAL0004561970001) for Winter Sports, Inc. Retirement Plan & Trust, reported by Winter Sports, Inc. under EIN 81-0221770 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927123658NAL0004561970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winter Sports, Inc.
- EIN
- 81-0221770
- Plan number
- 001
- Location
- Whitefish, MT
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,295,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,295,078
- Employer contributions
- $102,302
- Participant contributions
- $358,388
- Total income / additions
- $1,544,425
- Benefits paid
- $321,961
- Administrative expenses
- $25,460
- Total expenses
- $347,421
- Net increase / (decrease)
- $1,197,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stokes Family Office LLC | ADVISOR | $15,297 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $10,163 | $0 |