New Wincup Holdings, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (New Wincup Holdings, 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, New Wincup Holdings, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by New Wincup Holdings, Inc. under EIN 20-5897540 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,089 participants and $25,771,174 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.8MPlan net assets, end of year$25,771,174
Participants1.1KCovered participants reported1,089
Assets / participant$23.7KComputed: assets ÷ participants$23,665 (computed)
Provider compensation$9.6K2 Schedule C provider row(s)$9,573
- Plan sponsor
- New Wincup Holdings, Inc.
- EIN
- 20-5897540
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,089 | H, C | 20241011102010NAL0010810403001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.8M total assets
Net assets$25.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $25,771,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,771,174
- Net assets (BOY)
- $22,692,440
Income & contributions
- Employer contributions
- $896,687
- Participant contributions
- $2,334,079
- Total contributions
- $3,501,417
- Total income / additions
- $6,921,499
Expenses & distributions
- Benefits paid
- $3,805,988
- Administrative expenses
- $9,573
- Total expenses
- $3,842,765
- Net increase / (decrease)
- $3,078,734
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income55%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | ADVISOR | $32,488 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$22,915 | $0 | 2023 |