Plan5500

Winterwood, Inc. 401k Profit Sharing Plan — Form 5500 plan (Winterwood, 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, Winterwood, Inc. 401k Profit Sharing Plan is a benefit plan reported by Winterwood, Inc. under EIN 61-0962620 and plan number 001. The latest loaded filing year is 2023. The filing reports 502 participants and $8,746,021 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winterwood, Inc.
EIN
61-0962620
Plan number
001
Plan type
2
Location
Lexington, KY
Latest filing year
2023
Participants
502
End-of-year plan assets
$8,746,021

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023502H, C20241014162444NAL0026707313003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,746,021
Net assets (EOY)
$8,746,021
Net assets (BOY)
$7,148,252

Income & contributions

Employer contributions
$453,815
Participant contributions
$1,039,564
Total contributions
$1,506,139
Total income / additions
$2,653,353

Expenses & distributions

Benefits paid
$908,562
Administrative expenses
$59,920
Total expenses
$1,055,584
Net increase / (decrease)
$1,597,769

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Insurance Group, Inc.SERVICE PROVIDER$0$15,5972023
Voya Retirement Insurance And AnnunSERVICE PROVIDERnot reported in the loaded dataset$3,8992023

Related Form 5500 pages