Winter Sports, Inc. Retirement Plan & Trust — Form 5500 plan (Winter Sports, 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, Winter Sports, Inc. Retirement Plan & Trust is a benefit plan reported by Winter Sports, Inc. under EIN 81-0221770 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $6,295,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winter Sports, Inc.
EIN
81-0221770
Plan number
001
Plan type
2
Location
Whitefish, MT
Latest filing year
2023
Participants
167
End-of-year plan assets
$6,295,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023167H, C20240927123658NAL0004561970001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,295,078
Total liabilities (EOY)
$0
Net assets (EOY)
$6,295,078
Net assets (BOY)
$5,098,074

Income & contributions

Employer contributions
$102,302
Participant contributions
$358,388
Total contributions
$483,940
Total income / additions
$1,544,425

Expenses & distributions

Benefits paid
$321,961
Administrative expenses
$25,460
Total expenses
$347,421
Net increase / (decrease)
$1,197,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stokes Family Office LLCADVISOR$15,297not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$10,163$02023

Related Form 5500 pages