Windes, Inc. Employees' Profit Sharing/401(K) Plan Iv — 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 Iv is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 022. The latest loaded filing year is 2023. The filing reports 29 participants and $937,982 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$938KPlan net assets, end of year$937,982
Participants29Covered participants reported
Assets / participant$32.3KComputed: assets ÷ participants$32,344 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
022
Plan type
2
Location
Long Beach, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20250315132542NAL0038058672001
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)$938K total assets
Net assets$938KLiabilities
Money in vs. money out
Total income / additions$829K
Total expenses$93.7K
Benefits paid / distributions$90.5K
Contributions
Employer$0
Participant$382.7K
Full reported line items

Net assets

Total assets (EOY)
$937,982
Net assets (EOY)
$937,982
Net assets (BOY)
$202,703

Income & contributions

Employer contributions
$0
Participant contributions
$382,656
Total income / additions
$829,026

Expenses & distributions

Benefits paid
$90,491
Administrative expenses
$0
Total expenses
$93,747
Net increase / (decrease)
$735,279
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 0%Participant 100%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income11%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages