2023 Form 5500 filing — G.A. Wintzer & Son Company 401(K) Retirement Savings 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 20241009143926NAL0031586352001) for G.A. Wintzer & Son Company 401(K) Retirement Savings Plan, reported by G.A. Wintzer & Son Company under EIN 34-4413817 and plan number 003. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009143926NAL0031586352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- G.A. Wintzer & Son Company
- EIN
- 34-4413817
- Plan number
- 003
- Location
- Wapakoneta, OH
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,700,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,700,228
- Employer contributions
- $467,713
- Participant contributions
- $969,895
- Total income / additions
- $4,356,465
- Benefits paid
- $532,519
- Administrative expenses
- $81,453
- Total expenses
- $613,972
- Net increase / (decrease)
- $3,742,493
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $44,383 | $0 |
| Jp Morgan Securities LLC | ADVISOR | $37,070 | not reported in the loaded dataset |