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, The Winrock Group, Inc. 401(K) Retirement Savings Plan And Trust is a benefit plan reported by The Winrock Group, Inc. under EIN 71-0633764 and plan number 001. The latest loaded filing year is 2023. The filing reports 387 participants and $9,903,701 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,903,701
- Net assets (EOY)
- $9,903,701
- Net assets (BOY)
- $7,603,363
Income & contributions
- Employer contributions
- $445,104
- Participant contributions
- $1,189,847
- Total contributions
- $1,637,416
- Total income / additions
- $2,831,737
Expenses & distributions
- Benefits paid
- $510,128
- Administrative expenses
- $21,271
- Total expenses
- $531,399
- Net increase / (decrease)
- $2,300,338