Winegard Company Profit Sharing & 401(K) Plan — Form 5500 plan (Winegard 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, Winegard Company Profit Sharing & 401(K) Plan is a benefit plan reported by Winegard Company under EIN 42-0735567 and plan number 001. The latest loaded filing year is 2023. The filing reports 364 participants and $28,188,563 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winegard Company
- EIN
- 42-0735567
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, IA
- Latest filing year
- 2023
- Participants
- 364
- End-of-year plan assets
- $28,188,563
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241008100750NAL0009529891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,188,563
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,188,563
- Net assets (BOY)
- $25,823,695
Income & contributions
- Employer contributions
- $157,830
- Participant contributions
- $1,104,038
- Total contributions
- $1,261,868
- Total income / additions
- $5,525,139
Expenses & distributions
- Benefits paid
- $3,099,887
- Administrative expenses
- $30,716
- Total expenses
- $3,160,271
- Net increase / (decrease)
- $2,364,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Menke & Company | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $13,591 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $2,175 | $0 | 2023 |