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, Windsor Capital Group 401(K) Savings Program is a benefit plan reported by Windsor Capital Group, Inc. under EIN 84-1122146 and plan number 001. The latest loaded filing year is 2023. The filing reports 845 participants and $6,236,060 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,236,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,060
- Net assets (BOY)
- $5,939,049
Income & contributions
- Participant contributions
- $253,870
- Total contributions
- $253,870
- Total income / additions
- $1,163,487
Expenses & distributions
- Benefits paid
- $830,490
- Administrative expenses
- $4,525
- Total expenses
- $866,476
- Net increase / (decrease)
- $297,011