Winslow Investments Limited, Inc. Profit Sharing Plan — Form 5500 plan (Winslow Investments Limited, 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, Winslow Investments Limited, Inc. Profit Sharing Plan is a benefit plan reported by Winslow Investments Limited, Inc. under EIN 95-3426775 and plan number 002. The latest loaded filing year is 2023. The filing reports 5 participants and $15,155,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winslow Investments Limited, Inc.
- EIN
- 95-3426775
- Plan number
- 002
- Plan type
- 2
- Location
- La Mesa, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $15,155,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241125161211NAL0010671554005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,155,650
- Net assets (EOY)
- $15,155,650
- Net assets (BOY)
- $13,922,357
Income & contributions
- Employer contributions
- $111,538
- Total income / additions
- $1,945,422
Expenses & distributions
- Benefits paid
- $607,500
- Administrative expenses
- $104,629
- Total expenses
- $712,129
- Net increase / (decrease)
- $1,233,293
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.