2023 Form 5500 filing — Windsor Fashions 401(K) Savings 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 20241004100923NAL0005610195001) for Windsor Fashions 401(K) Savings Plan, reported by Windsor Fashions, Inc. under EIN 95-2599845 and plan number 001. It reports 1,040 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004100923NAL0005610195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windsor Fashions, Inc.
- EIN
- 95-2599845
- Plan number
- 001
- Location
- Santa Fe Springs, CA
- Participants
- 1,040
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,790,977
- Total liabilities (EOY)
- $712
- Net assets (EOY)
- $10,790,265
- Employer contributions
- $1,063,844
- Participant contributions
- $2,602,053
- Total income / additions
- $5,184,680
- Benefits paid
- $667,014
- Administrative expenses
- $142,066
- Total expenses
- $809,080
- Net increase / (decrease)
- $4,375,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORDKEEPER | $118,719 | not reported in the loaded dataset |
| Creative Planning, LLC | INVESTMENT ADVISOR | $23,342 | not reported in the loaded dataset |