Winning Strategies Washington 401(K) Plan — Form 5500 plan (Winning Strategies Washington)
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, Winning Strategies Washington 401(K) Plan is a benefit plan reported by Winning Strategies Washington under EIN 22-3659135 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $5,479,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winning Strategies Washington
- EIN
- 22-3659135
- Plan number
- 001
- Plan type
- 2
- Location
- Trenton, NJ
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $5,479,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20240710150706NAL0024360800001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,479,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,479,085
- Net assets (BOY)
- $4,373,880
Income & contributions
- Employer contributions
- $138,634
- Participant contributions
- $226,618
- Total income / additions
- $1,147,659
Expenses & distributions
- Benefits paid
- $30,703
- Administrative expenses
- $11,751
- Total expenses
- $42,454
- Net increase / (decrease)
- $1,105,205
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.