The Window Nation 401(K) And Profit Sharing Plan — Form 5500 plan (Window Nation LLC)
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, The Window Nation 401(K) And Profit Sharing Plan is a benefit plan reported by Window Nation LLC under EIN 20-5084724 and plan number 001. The latest loaded filing year is 2023. The filing reports 755 participants and $11,954,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Window Nation LLC
- EIN
- 20-5084724
- Plan number
- 001
- Plan type
- 2
- Location
- Fulton, MD
- Latest filing year
- 2023
- Participants
- 755
- End-of-year plan assets
- $11,954,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 755 | H, C | 20241015125945NAL0057721458001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,954,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,954,824
- Net assets (BOY)
- $8,627,427
Income & contributions
- Employer contributions
- $411,860
- Participant contributions
- $2,531,088
- Total contributions
- $3,358,321
- Total income / additions
- $5,081,710
Expenses & distributions
- Benefits paid
- $1,640,366
- Administrative expenses
- $99,419
- Total expenses
- $1,754,313
- Net increase / (decrease)
- $3,327,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $88,252 | $0 | 2023 |
| Massachusetts Mutual Life Ins Comp | BROKER/ADVISER | $0 | $25,423 | 2023 |
| Lpl Financial LLC | BROKER/ADVISER | $0 | $13,761 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,207 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $4,960 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Window Nation LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Fulton, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Massachusetts Mutual Life Ins Comp — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation