2023 Form 5500 filing — Windsor Capital Group 401(K) Savings Program
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 20241015172522NAL0030485409001) for Windsor Capital Group 401(K) Savings Program, reported by Windsor Capital Group, Inc. under EIN 84-1122146 and plan number 001. It reports 845 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172522NAL0030485409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Windsor Capital Group, Inc.
- EIN
- 84-1122146
- Plan number
- 001
- Location
- Santa Monica, CA
- Participants
- 845
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,236,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,060
- Participant contributions
- $253,870
- Total income / additions
- $1,163,487
- Benefits paid
- $830,490
- Administrative expenses
- $4,525
- Total expenses
- $866,476
- Net increase / (decrease)
- $297,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbiz Investment Advisory | BROKER/ADVISER | $0 | $14,640 |
| Cbiz Retirement Plan Services | THIRD PARTY ADMIN | $0 | $2,948 |