Window Solutions 401(K) Plan — Form 5500 plan (Window Solutions, 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, Window Solutions 401(K) Plan is a benefit plan reported by Window Solutions, Inc. under EIN 82-2551854 and plan number 002. The latest loaded filing year is 2023. The filing reports 566 participants and $8,783,850 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Window Solutions, Inc.
EIN
82-2551854
Plan number
002
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
566
End-of-year plan assets
$8,783,850

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20241011082244NAL0010727827001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,783,850
Total liabilities (EOY)
$28,245
Net assets (EOY)
$8,755,605
Net assets (BOY)
$6,512,864

Income & contributions

Employer contributions
$552,279
Participant contributions
$939,948
Total contributions
$1,563,642
Total income / additions
$2,793,570

Expenses & distributions

Benefits paid
$459,308
Administrative expenses
$63,302
Total expenses
$550,829
Net increase / (decrease)
$2,242,741

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCUSTODIAN RECORDKEEPER$31,561$02023
Cliftonlarsonallen Wealth AdvisorsINVESTMENT MANAGEMENT$25,361not reported in the loaded dataset2023
Map Retirement Usa LLCTPA$11,705not reported in the loaded dataset2023

Related Form 5500 pages