2023 Form 5500 filing — Winesburg Companies 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710052805NAL0008370467001) for Winesburg Companies 401k Plan, reported by Winesburg Companies, Dba Winesbu under EIN 34-1222251 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3MReported net assets$3,002,220
Participants211
Provider compensation$12.7K2 Schedule C row(s)$12,732
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240710052805NAL0008370467001
Plan sponsor
Winesburg Companies, Dba Winesbu
EIN
34-1222251
Plan number
001
Location
Dundee, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3M total assets
Net assets$3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$310.1K
Benefits paid / distributions$297.4K
Contributions
Employer$278K
Participant$376.5K
Full reported line items
Total assets (EOY)
$3,002,220
Total liabilities (EOY)
$0
Net assets (EOY)
$3,002,220
Employer contributions
$277,955
Participant contributions
$376,508
Total income / additions
$1,089,225
Benefits paid
$297,380
Administrative expenses
$12,733
Total expenses
$310,113
Net increase / (decrease)
$779,112
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $11.9K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $800 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240710052805NAL0008370467001 cover?
It is the 2023 Form 5500 filing for Winesburg Companies 401k Plan, reported by Winesburg Companies, Dba Winesbu (EIN 34-1222251).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages