Windes, Inc. Money Purchase Pension Plan I — Form 5500 plan (Windes, 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, Windes, Inc. Money Purchase Pension Plan I is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 002. The latest loaded filing year is 2023. The filing reports 79 participants and $6,116,953 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,116,953
Participants79Covered participants reported
Assets / participant$77.4KComputed: assets ÷ participants$77,430 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
002
Plan type
2
Location
Long Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202379I20250317112244NAL0002342624001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$561.9K
Benefits paid / distributions$539.6K
Contributions
Employer$285.7K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$6,116,953
Net assets (EOY)
$6,116,953
Net assets (BOY)
$5,397,850

Income & contributions

Employer contributions
$285,697
Participant contributions
$0
Total income / additions
$1,281,005

Expenses & distributions

Benefits paid
$539,612
Administrative expenses
$0
Total expenses
$561,902
Net increase / (decrease)
$719,103
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income42%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages