Wincorp International, Inc. 401(K) Profit Sharing Plan And — Form 5500 plan (Wincorp International, 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, Wincorp International, Inc. 401(K) Profit Sharing Plan And is a benefit plan reported by Wincorp International, Inc. under EIN 59-2788629 and plan number 001. The latest loaded filing year is 2023. The filing reports 402 participants and $12,476,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wincorp International, Inc.
EIN
59-2788629
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
402
End-of-year plan assets
$12,476,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023402H, C20250106104140NAL0004388611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,476,242
Total liabilities (EOY)
$0
Net assets (EOY)
$12,476,242
Net assets (BOY)
$9,491,738

Income & contributions

Employer contributions
$760,032
Participant contributions
$1,140,975
Total contributions
$1,923,731
Total income / additions
$3,697,222

Expenses & distributions

Benefits paid
$669,171
Administrative expenses
$37,851
Total expenses
$712,718
Net increase / (decrease)
$2,984,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jw Cole Advisors, Inc.INVESTMENT/FINANCIAL ADVI$30,502$02023
Adp, Inc.RECORD KEEPER$7,349$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages