2023 Form 5500 filing — The Company Retirement Accumulation 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 20240919151024NAL0006114929001) for The Company Retirement Accumulation Plan, reported by Four Winds Investments, Inc. under EIN 76-0457453 and plan number 006. It reports 137 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)$9MReported net assets$8,955,257
Participants137
Provider compensation$17K1 Schedule C row(s)$17,018
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919151024NAL0006114929001
- Plan sponsor
- Four Winds Investments, Inc.
- EIN
- 76-0457453
- Plan number
- 006
- Location
- Galveston, TX
- Received date
- not reported in the loaded dataset
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)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,955,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,955,257
- Employer contributions
- $44,023
- Participant contributions
- $287,341
- Total income / additions
- $2,879,928
- Benefits paid
- $10,664,486
- Administrative expenses
- $17,019
- Total expenses
- $10,706,221
- Net increase / (decrease)
- -$7,826,293
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Administrave Servic | NONE | $17,018 | $0 |