Winchester Equipment Co. 401(K) Plan — Form 5500 plan (Winchester Equipment 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, Winchester Equipment Co. 401(K) Plan is a benefit plan reported by Winchester Equipment Company under EIN 54-0624802 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $14,345,560 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winchester Equipment Company
- EIN
- 54-0624802
- Plan number
- 002
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $14,345,560
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20250806081612NAL0002593633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,345,560
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,345,560
- Net assets (BOY)
- $11,058,628
Income & contributions
- Employer contributions
- $643,712
- Participant contributions
- $683,048
- Total contributions
- $1,497,062
- Total income / additions
- $4,974,778
Expenses & distributions
- Benefits paid
- $1,619,768
- Administrative expenses
- $68,078
- Total expenses
- $1,687,846
- Net increase / (decrease)
- $3,286,932
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $52,780 | $0 | 2023 |
| Yount Hyde & Barbour Pc | NONE | $12,500 | not reported in the loaded dataset | 2023 |