Winsert 401(K) Plan — Form 5500 plan (Winsert LLC)
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, Winsert 401(K) Plan is a benefit plan reported by Winsert LLC under EIN 39-1281143 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $17,831,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winsert LLC
- EIN
- 39-1281143
- Plan number
- 001
- Plan type
- 2
- Location
- Marinette, WI
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $17,831,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20241001095611NAL0013607362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,831,038
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,831,038
- Net assets (BOY)
- $14,853,104
Income & contributions
- Employer contributions
- $319,857
- Participant contributions
- $946,179
- Total contributions
- $1,491,203
- Total income / additions
- $3,854,848
Expenses & distributions
- Benefits paid
- $862,809
- Administrative expenses
- $14,105
- Total expenses
- $876,914
- Net increase / (decrease)
- $2,977,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephenson National Bank & Trust | SERVICE PROVIDER | $0 | $40,423 | 2023 |
| Map Retirement Usa LLC | TPA | $11,355 | not reported in the loaded dataset | 2023 |