2023 Form 5500 filing — Winton Ireland Insurance Agency Inc. 401(K) Profit Sharing Plan And Trust
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 20250702114351NAL0018785744001) for Winton Ireland Insurance Agency Inc. 401(K) Profit Sharing Plan And Trust, reported by Winton Ireland Insurance Agency Inc. under EIN 94-2667917 and plan number 001. It reports 143 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702114351NAL0018785744001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winton Ireland Insurance Agency Inc.
- EIN
- 94-2667917
- Plan number
- 001
- Location
- Turlock, CA
- Participants
- 143
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,918,294
- Total liabilities (EOY)
- $3,400
- Net assets (EOY)
- $24,914,894
- Employer contributions
- $416,314
- Participant contributions
- $792,740
- Total income / additions
- $6,042,271
- Benefits paid
- $2,318,162
- Administrative expenses
- $73,202
- Total expenses
- $2,391,364
- Net increase / (decrease)
- $3,650,907
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Svcs | RECORDKEEPER | $43,627 | $0 |
| Raymond James & Associates, Inc. | FINANCIAL ADVISOR | $19,632 | not reported in the loaded dataset |