2023 Form 5500 filing — Winters Bros. Of Long Island 401(K) 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 20240917095425NAL0002727457001) for Winters Bros. Of Long Island 401(K) Plan, reported by Winters Bros. Waste Systems Of Long Island under EIN 61-1729674 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917095425NAL0002727457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winters Bros. Waste Systems Of Long Island
- EIN
- 61-1729674
- Plan number
- 001
- Location
- West Babylon, NY
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,251,581
- Net assets (EOY)
- $7,251,581
- Employer contributions
- $415,809
- Participant contributions
- $806,224
- Total income / additions
- $2,187,383
- Benefits paid
- $129,327
- Administrative expenses
- $47,684
- Total expenses
- $177,011
- Net increase / (decrease)
- $2,010,372
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $45,583 | not reported in the loaded dataset |
| S B H U Life Agency Inc | OTHER SERVICES | not reported in the loaded dataset | $18,453 |