Plan5500

Winkler, Inc. Employees' Profit Sharing Plan — Form 5500 plan (Winkler, 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, Winkler, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Winkler, Inc. under EIN 35-1763301 and plan number 002. The latest loaded filing year is 2023. The filing reports 487 participants and $17,814,483 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winkler, Inc.
EIN
35-1763301
Plan number
002
Plan type
2
Location
Dale, IN
Latest filing year
2023
Participants
487
End-of-year plan assets
$17,814,483

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023487H, C20240807150348NAL0003817713001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,814,483
Total liabilities (EOY)
$0
Net assets (EOY)
$17,814,483
Net assets (BOY)
$16,856,220

Income & contributions

Employer contributions
$261,190
Participant contributions
$517,817
Total contributions
$942,717
Total income / additions
$3,115,176

Expenses & distributions

Benefits paid
$2,145,481
Administrative expenses
$9,976
Total expenses
$2,156,913
Net increase / (decrease)
$958,263

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Shepherd Financial Investment AdvisSERVICE PROVIDER$0$35,9872023
Harding ShymanskiSERVICE PROVIDER$5,855$02023
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$3,785$02023

Related Form 5500 pages