Winstead 401(K) Savings And Profit Sharing Plan — Form 5500 plan (Winstead Pc)
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, Winstead 401(K) Savings And Profit Sharing Plan is a benefit plan reported by Winstead Pc under EIN 75-2404691 and plan number 001. The latest loaded filing year is 2023. The filing reports 707 participants and $270,904,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winstead Pc
- EIN
- 75-2404691
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 707
- End-of-year plan assets
- $270,904,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 707 | H, C | 20241011110035NAL0038505760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $270,904,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $270,904,979
- Net assets (BOY)
- $237,597,086
Income & contributions
- Employer contributions
- $7,341,418
- Participant contributions
- $5,566,466
- Total contributions
- $14,698,568
- Total income / additions
- $49,855,083
Expenses & distributions
- Benefits paid
- $18,747,827
- Administrative expenses
- $183,748
- Total expenses
- $18,945,837
- Net increase / (decrease)
- $30,909,246
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting | INVESTMENT ADVISORY | $79,709 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,105 | $0 | 2023 |
| Whitley Penn Llp | ACCOUNTANT | $22,253 | not reported in the loaded dataset | 2023 |
| Waterloo Capital Lp | INV ADV, PARTICIPANTS | $10,681 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winstead Pc
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Cook Street Consulting — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Whitley Penn Llp — Schedule C compensation
- Waterloo Capital Lp — Schedule C compensation