2023 Form 5500 filing — The Winrock Group, Inc. 401(K) Retirement Savings Plan And 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 20241002093649NAL0008092385002) for The Winrock Group, Inc. 401(K) Retirement Savings Plan And Trust, reported by The Winrock Group, Inc. under EIN 71-0633764 and plan number 001. It reports 387 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$9.9MReported net assets$9,903,701
Participants387
Provider compensation$45.9K2 Schedule C row(s)$45,875
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002093649NAL0008092385002
- Plan sponsor
- The Winrock Group, Inc.
- EIN
- 71-0633764
- Plan number
- 001
- Location
- Little Rock, AR
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$9.9M total assets
Net assets$9.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $9,903,701
- Net assets (EOY)
- $9,903,701
- Employer contributions
- $445,104
- Participant contributions
- $1,189,847
- Total income / additions
- $2,831,737
- Benefits paid
- $510,128
- Administrative expenses
- $21,271
- Total expenses
- $531,399
- Net increase / (decrease)
- $2,300,338
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group, Inc. | OTHER SERVICES | $0 | $24,604 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $21,271 | $0 |