2023 Form 5500 filing — Winstead 401(K) Savings And Profit Sharing 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 20241011110035NAL0038505760001) for Winstead 401(K) Savings And Profit Sharing Plan, reported by Winstead Pc under EIN 75-2404691 and plan number 001. It reports 707 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110035NAL0038505760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winstead Pc
- EIN
- 75-2404691
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 707
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,904,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,904,979
- Employer contributions
- $7,341,418
- Participant contributions
- $5,566,466
- Total income / additions
- $49,855,083
- Benefits paid
- $18,747,827
- Administrative expenses
- $183,748
- Total expenses
- $18,945,837
- Net increase / (decrease)
- $30,909,246
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cook Street Consulting | INVESTMENT ADVISORY | $79,709 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,105 | $0 |
| Whitley Penn Llp | ACCOUNTANT | $22,253 | not reported in the loaded dataset |
| Waterloo Capital Lp | INV ADV, PARTICIPANTS | $10,681 | not reported in the loaded dataset |