Windowrama 401(K) Plan — Form 5500 plan (Windowrama Enterprises, Inc.)
Plain-English plan 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, Windowrama 401(K) Plan is a benefit plan reported by Windowrama Enterprises, Inc. under EIN 11-2479299 and plan number 002. The latest loaded filing year is 2023. The filing reports 246 participants and $18,306,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windowrama Enterprises, Inc.
- EIN
- 11-2479299
- Plan number
- 002
- Plan type
- 2
- Location
- Edgewood, NY
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $18,306,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241011130510NAL0012511939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,306,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,306,436
- Net assets (BOY)
- $16,784,526
Income & contributions
- Employer contributions
- $547,026
- Participant contributions
- $1,057,980
- Total contributions
- $1,605,006
- Total income / additions
- $4,731,805
Expenses & distributions
- Benefits paid
- $3,181,359
- Administrative expenses
- $81,241
- Total expenses
- $3,262,600
- Net increase / (decrease)
- $1,469,205
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $43,579 | $873 | 2023 |
| Adp, Inc. | RECORD KEEPER | $34,620 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windowrama Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Edgewood, NY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation