2023 Form 5500 filing — Win-Dor, Inc. 401k 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 20241015125945NAL0016442707001) for Win-Dor, Inc. 401k Profit Sharing Plan, reported by Win-Dor, Inc under EIN 33-0594844 and plan number 001. It reports 367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125945NAL0016442707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Win-Dor, Inc
- EIN
- 33-0594844
- Plan number
- 001
- Location
- Brea, CA
- Participants
- 367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,191,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,191,833
- Employer contributions
- $107,181
- Participant contributions
- $243,995
- Total income / additions
- $1,317,258
- Benefits paid
- $1,935,051
- Administrative expenses
- $32,787
- Total expenses
- $1,967,838
- Net increase / (decrease)
- -$650,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plan Perfect Inc | TPA | $13,500 | not reported in the loaded dataset |
| Financial Management Network | ADVISOR | $13,338 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $5,950 | not reported in the loaded dataset |