2023 Form 5500 filing — Winklevoss Consultants, Inc. Savings & Retirement 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 20241011152246NAL0039280256001) for Winklevoss Consultants, Inc. Savings & Retirement Plan, reported by Winklevoss Consultants, Inc. under EIN 52-1504653 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011152246NAL0039280256001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winklevoss Consultants, Inc.
- EIN
- 52-1504653
- Plan number
- 002
- Location
- Greenwich, CT
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,332,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,332,307
- Employer contributions
- $301,361
- Participant contributions
- $719,068
- Total income / additions
- $5,004,621
- Benefits paid
- $10,507,804
- Administrative expenses
- $20,133
- Total expenses
- $10,527,937
- Net increase / (decrease)
- -$5,523,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $18,179 | $0 |
| Invesco | NONE | $0 | $0 |
| Dodge & Cox | NONE | $0 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Principal Funds | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |
| American Century Investments | NONE | $0 | $0 |
| Victory Funds | NONE | $0 | $0 |
| Mfs Funds | NONE | $0 | $0 |