Plan5500

Winston Brands, Inc. 401(K) Plan — Form 5500 plan (Winston Brands, 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, Winston Brands, Inc. 401(K) Plan is a benefit plan reported by Winston Brands, Inc. under EIN 36-2735234 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $16,345,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winston Brands, Inc.
EIN
36-2735234
Plan number
001
Plan type
2
Location
Elk Grove Village, IL
Latest filing year
2023
Participants
431
End-of-year plan assets
$16,345,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023431H, C20240730115113NAL0045250802001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,345,977
Total liabilities (EOY)
$0
Net assets (EOY)
$16,345,977
Net assets (BOY)
$15,769,057

Income & contributions

Employer contributions
$0
Participant contributions
$1,332,653
Total contributions
$1,340,752
Total income / additions
$3,637,530

Expenses & distributions

Benefits paid
$2,968,903
Administrative expenses
$91,707
Total expenses
$3,060,610
Net increase / (decrease)
$576,920

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual WealthADVISOR$26,719not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$5,718not reported in the loaded dataset2023

Related Form 5500 pages