The Dewinter Group 401(K) Plan — Form 5500 plan (Dewinter Group, 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 Dewinter Group 401(K) Plan is a benefit plan reported by Dewinter Group, LLC under EIN 26-4419448 and plan number 001. The latest loaded filing year is 2023. The filing reports 828 participants and $20,258,621 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dewinter Group, LLC
EIN
26-4419448
Plan number
001
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
828
End-of-year plan assets
$20,258,621

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023828H, C20240918174452NAL0001848995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,258,621
Total liabilities (EOY)
$0
Net assets (EOY)
$20,258,621
Net assets (BOY)
$14,731,245

Income & contributions

Employer contributions
$1,378
Participant contributions
$3,984,274
Total contributions
$4,212,124
Total income / additions
$7,334,618

Expenses & distributions

Benefits paid
$1,583,215
Administrative expenses
$134,540
Total expenses
$1,807,242
Net increase / (decrease)
$5,527,376

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment AdvisorNONE$110,390not reported in the loaded dataset2023
Ascensus LLCNONE$24,150$162023

Related Form 5500 pages