Win-Sum Ski Corp. Profit Sharing 401(K) Plan — Form 5500 plan (Win-Sum Ski Corp.)
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, Win-Sum Ski Corp. Profit Sharing 401(K) Plan is a benefit plan reported by Win-Sum Ski Corp. under EIN 16-0816446 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $24,637,629 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Win-Sum Ski Corp.
- EIN
- 16-0816446
- Plan number
- 001
- Plan type
- 2
- Location
- Ellicottville, NY
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $24,637,629
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20250814111651NAL0013615456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,637,629
- Net assets (EOY)
- $24,637,629
- Net assets (BOY)
- $19,826,918
Income & contributions
- Employer contributions
- $481,546
- Participant contributions
- $576,908
- Total contributions
- $1,058,454
- Total income / additions
- $6,413,331
Expenses & distributions
- Benefits paid
- $1,590,849
- Administrative expenses
- $11,771
- Total expenses
- $1,602,620
- Net increase / (decrease)
- $4,810,711
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | INVESTMENT ADVISORY | $0 | $44,756 | 2023 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $8,350 | $4,898 | 2023 |
| Buffamante Whipple Buttafaro | ACCOUNTANT | $0 | $9,788 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,421 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Win-Sum Ski Corp.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Ellicottville, NY
- Ubs Financial Services Inc. — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Buffamante Whipple Buttafaro — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation