2023 Form 5500 filing — Winthrop & Weinstine, P.A. 401k Plan & Trust

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 20240913122246NAL0009907089001) for Winthrop & Weinstine, P.A. 401k Plan & Trust, reported by Winthrop & Weinstine, P.A. under EIN 41-1722524 and plan number 002. It reports 360 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)$126.1MReported net assets$126,149,610

Participants360

Provider compensation$126K4 Schedule C row(s)$125,993

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240913122246NAL0009907089001
Plan sponsor: Winthrop & Weinstine, P.A.
EIN: 41-1722524
Plan number: 002
Location: Minneapolis, MN
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)$126.1M total assets

Net assets$126.1MLiabilities$0

Money in vs. money out

Total income / additions$29.4M

Total expenses$9M

Benefits paid / distributions$8.8M

Contributions

Employer$4.4M

Participant$3.9M

Full reported line items

Total assets (EOY): $126,149,610
Total liabilities (EOY): $0
Net assets (EOY): $126,149,610
Employer contributions: $4,449,958
Participant contributions: $3,946,570
Total income / additions: $29,448,686
Benefits paid: $8,806,970
Administrative expenses: $131,243
Total expenses: $8,959,013
Net increase / (decrease): $20,489,673

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$95.8K
CONTRACT ADMINISTRATOR · Direct $95.8K · Indirect $0
2
Baker Tilly Us, Llp$19.2K
ACCOUNTANT · Direct $19.2K
3
Ryan Investment Management Inc$11K
INV ADV, PARTICIPANTS · Direct $11K
4
Wilshire Advisors LLC$0
INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913122246NAL0009907089001 cover?: It is the 2023 Form 5500 filing for Winthrop & Weinstine, P.A. 401k Plan & Trust, reported by Winthrop & Weinstine, P.A. (EIN 41-1722524).
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).