2023 Form 5500 filing — Employee Stock Ownership Plan Of Winona Agency, Inc.
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 20241007102016NAL0008782659001) for Employee Stock Ownership Plan Of Winona Agency, Inc., reported by Winona Agency, Inc. under EIN 41-0902639 and plan number 002. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241007102016NAL0008782659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winona Agency, Inc.
- EIN
- 41-0902639
- Plan number
- 002
- Location
- Winona, MN
- Participants
- 74
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,067,001
- Total liabilities (EOY)
- $1,533,183
- Net assets (EOY)
- $7,533,818
- Employer contributions
- $621,510
- Total income / additions
- $1,536,749
- Benefits paid
- $711,479
- Administrative expenses
- $28,463
- Total expenses
- $751,301
- Net increase / (decrease)
- $785,448
- Schedule source
- Schedule I