Windstar Lines, Inc. 401(K) Plan — Form 5500 plan (Windstar Lines, 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, Windstar Lines, Inc. 401(K) Plan is a benefit plan reported by Windstar Lines, Inc. under EIN 27-1577755 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $6,289,360 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,289,360
Participants262Covered participants reported
Assets / participant$24KComputed: assets ÷ participants$24,005 (computed)
Provider compensation$19.7K3 Schedule C provider row(s)$19,736
- Plan sponsor
- Windstar Lines, Inc.
- EIN
- 27-1577755
- Plan number
- 001
- Plan type
- 2
- Location
- Carroll, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 262 | H, C | 20241010165949NAL0036505584001 |
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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,289,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,289,360
- Net assets (BOY)
- $4,811,115
Income & contributions
- Employer contributions
- $243,689
- Participant contributions
- $593,449
- Total contributions
- $880,128
- Total income / additions
- $1,722,264
Expenses & distributions
- Benefits paid
- $224,332
- Administrative expenses
- $19,687
- Total expenses
- $244,019
- Net increase / (decrease)
- $1,478,245
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.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income13%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,687 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $49 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |