Windes, Inc. Money Purchase Pension Plan Ii — 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 Ii is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 017. The latest loaded filing year is 2023. The filing reports 21 participants and $10,227,019 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10.2MPlan net assets, end of year$10,227,019
Participants21Covered participants reported
Assets / participant$487KComputed: assets ÷ participants$487,001 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
017
Plan type
2
Location
Long Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321I20250315124505NAL0012649187001
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)$10.2M total assets
Net assets$10.2MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$51.7K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$10,227,019
Net assets (EOY)
$10,227,019
Net assets (BOY)
$10,494,245

Income & contributions

Employer contributions
$51,655
Participant contributions
$0
Total income / additions
$1,602,645

Expenses & distributions

Benefits paid
$1,869,871
Administrative expenses
$0
Total expenses
$1,869,871
Net increase / (decrease)
-$267,226
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 assets18%Computed ratio
Benefits paid ÷ total income117%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages