2023 Form 5500 filing — Windings, Inc. 401(K) Salary Savings & Retirement 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 20240920121555NAL0013088480001) for Windings, Inc. 401(K) Salary Savings & Retirement Plan, reported by Careen, Inc. D/B/A Windings, Inc. under EIN 41-1456407 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920121555NAL0013088480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Careen, Inc. D/B/A Windings, Inc.
- EIN
- 41-1456407
- Plan number
- 001
- Location
- New Ulm, MN
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,197,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,197,324
- Employer contributions
- $354,411
- Participant contributions
- $750,665
- Total income / additions
- $2,766,695
- Benefits paid
- $1,106,345
- Administrative expenses
- $2,486
- Total expenses
- $1,112,705
- Net increase / (decrease)
- $1,653,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $23,328 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,486 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |