Windsor House, Inc. 401(K) Savings Plan — Form 5500 plan (Windsor House, 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, Windsor House, Inc. 401(K) Savings Plan is a benefit plan reported by Windsor House, Inc. under EIN 34-0972320 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,063 participants and $16,130,648 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windsor House, Inc.
- EIN
- 34-0972320
- Plan number
- 001
- Plan type
- 2
- Location
- Girard, OH
- Latest filing year
- 2023
- Participants
- 1,063
- End-of-year plan assets
- $16,130,648
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,063 | H, C | 20240923100001NAL0015244464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,130,648
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,130,648
- Net assets (BOY)
- $14,304,473
Income & contributions
- Employer contributions
- $153,887
- Participant contributions
- $845,040
- Total contributions
- $1,009,284
- Total income / additions
- $3,214,318
Expenses & distributions
- Benefits paid
- $1,320,164
- Administrative expenses
- $67,575
- Total expenses
- $1,388,143
- Net increase / (decrease)
- $1,826,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,574 | $0 | 2023 |
| Equitable Network LLC | OTHER SERVICES | $0 | $13,733 | 2023 |
| Equitable Advisors, LLC. | OTHER SERVICES | $0 | $7,823 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windsor House, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Girard, OH
- Principal Life Insurance Company — Schedule C compensation
- Equitable Network LLC — Schedule C compensation
- Equitable Advisors, LLC. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation