Windes, Inc. Employees Profit Sharing/401(K)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. Employees Profit Sharing/401(K)Plan I is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 016. The latest loaded filing year is 2023. The filing reports 72 participants and $19,151,909 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.2MPlan net assets, end of year$19,151,909
Participants72Covered participants reported
Assets / participant$266KComputed: assets ÷ participants$265,999 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
016
Plan type
2
Location
Long Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202372I20250315123305NAL0012644547001
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)$19.2M total assets
Net assets$19.2MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$818.6K
Participant$593.8K
Full reported line items

Net assets

Total assets (EOY)
$19,151,909
Net assets (EOY)
$19,151,909
Net assets (BOY)
$16,505,517

Income & contributions

Employer contributions
$818,630
Participant contributions
$593,782
Total income / additions
$4,347,884

Expenses & distributions

Benefits paid
$1,636,900
Administrative expenses
$0
Total expenses
$1,701,492
Net increase / (decrease)
$2,646,392
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 58%Participant 42%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages