Plan5500

Four Winds, Inc. Retirement Income Plan — Form 5500 plan (Four Winds, 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, Four Winds, Inc. Retirement Income Plan is a benefit plan reported by Four Winds, Inc. under EIN 13-2919257 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,053 participants and $53,400,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Four Winds, Inc.
EIN
13-2919257
Plan number
001
Plan type
2
Location
Katonah, NY
Latest filing year
2023
Participants
1,053
End-of-year plan assets
$53,400,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,053H, C20241015105228NAL0055654402001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$53,400,907
Total liabilities (EOY)
$0
Net assets (EOY)
$53,400,907
Net assets (BOY)
$46,982,372

Income & contributions

Employer contributions
$3,760,000
Total contributions
$3,760,000
Total income / additions
$11,065,839

Expenses & distributions

Benefits paid
$4,553,685
Administrative expenses
$93,619
Total expenses
$4,647,304
Net increase / (decrease)
$6,418,535

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$102,794$02023

Related Form 5500 pages