Plan5500

Wm 401(K) Plan — Form 5500 plan (Winn-Marion Barber, 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, Wm 401(K) Plan is a benefit plan reported by Winn-Marion Barber, LLC under EIN 68-0511614 and plan number 001. The latest loaded filing year is 2023. The filing reports 321 participants and $14,938,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winn-Marion Barber, LLC
EIN
68-0511614
Plan number
001
Plan type
2
Location
Centennial, CO
Latest filing year
2023
Participants
321
End-of-year plan assets
$14,938,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023321H, C20240927172836NAL0005146306001
2023380H, C20241029163606NAL0004585233001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$14,938,245

Income & contributions

Total income / additions
$633,778

Expenses & distributions

Benefits paid
$368,826
Administrative expenses
$16,306
Total expenses
$385,132
Net increase / (decrease)
$248,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Insperity Retirement ServicesRECORDKEEPERnot reported in the loaded dataset$32,1892023
Carson WealthINVESTMENT ADVISOR$25,096not reported in the loaded dataset2023
Insperity Retirement ServicesRECORDKEEPERnot reported in the loaded dataset$9,2102023
Carson WealthINVESTMENT ADVISOR$7,096not reported in the loaded dataset2023

Related Form 5500 pages