G.A. Wintzer & Son Company 401(K) Retirement Savings Plan — Form 5500 plan (G.A. Wintzer & Son Company)
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, G.A. Wintzer & Son Company 401(K) Retirement Savings Plan is a benefit plan reported by G.A. Wintzer & Son Company under EIN 34-4413817 and plan number 003. The latest loaded filing year is 2023. The filing reports 153 participants and $18,700,228 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- G.A. Wintzer & Son Company
- EIN
- 34-4413817
- Plan number
- 003
- Plan type
- 2
- Location
- Wapakoneta, OH
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $18,700,228
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241009143926NAL0031586352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,700,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,700,228
- Net assets (BOY)
- $14,957,735
Income & contributions
- Employer contributions
- $467,713
- Participant contributions
- $969,895
- Total contributions
- $1,559,848
- Total income / additions
- $4,356,465
Expenses & distributions
- Benefits paid
- $532,519
- Administrative expenses
- $81,453
- Total expenses
- $613,972
- Net increase / (decrease)
- $3,742,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,383 | $0 | 2023 |
| Jp Morgan Securities LLC | ADVISOR | $37,070 | not reported in the loaded dataset | 2023 |