Windigo Logistics Fountain Union Employees 401(K) Plan — Form 5500 plan (Windigo Logistics)
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, Windigo Logistics Fountain Union Employees 401(K) Plan is a benefit plan reported by Windigo Logistics under EIN 83-0688316 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $13,743,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windigo Logistics
- EIN
- 83-0688316
- Plan number
- 003
- Plan type
- 2
- Location
- Aurora, CO
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $13,743,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20260409123202NAL0012842032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,743,066
- Total liabilities (EOY)
- $26,328
- Net assets (EOY)
- $13,716,738
- Net assets (BOY)
- $10,276,303
Income & contributions
- Employer contributions
- $908,868
- Participant contributions
- $1,020,981
- Total contributions
- $1,929,849
- Total income / additions
- $3,446,582
Expenses & distributions
- Benefits paid
- $1,735,024
- Administrative expenses
- $82,657
- Total expenses
- $1,817,681
- Net increase / (decrease)
- $1,628,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc, | RECORDKEEPING | $72,793 | $0 | 2023 |
| The Hays Financial Group, LLC | INVESTMENT ADVISORY | $17,742 | $0 | 2023 |