The Winsford Company, LLC 401(K) Plan — Form 5500 plan (The Winsford Company, LLC)

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, The Winsford Company, LLC 401(K) Plan is a benefit plan reported by The Winsford Company, LLC under EIN 95-3678631 and plan number 001. The latest loaded filing year is 2023. The filing reports 196 participants and $7,595,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Winsford Company, LLC
EIN
95-3678631
Plan number
001
Plan type
2
Location
Ontario, CA
Latest filing year
2023
Participants
196
End-of-year plan assets
$7,595,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241009194740NAL0038139858001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,595,438
Total liabilities (EOY)
$0
Net assets (EOY)
$7,595,438
Net assets (BOY)
$6,823,172

Income & contributions

Employer contributions
$77,196
Participant contributions
$561,108
Total contributions
$638,336
Total income / additions
$1,677,003

Expenses & distributions

Benefits paid
$868,940
Administrative expenses
$48,616
Total expenses
$904,737
Net increase / (decrease)
$772,266

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$13,718$02023
Clifton Larson AllenACCOUNTANT/AUDITOR$9,189not reported in the loaded dataset2023

Related Form 5500 pages