2023 Form 5500 filing — Windstar Lines, Inc. 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 20241010165949NAL0036505584001) for Windstar Lines, Inc. 401(K) Plan, reported by Windstar Lines, Inc. under EIN 27-1577755 and plan number 001. It reports 262 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)$6.3MReported net assets$6,289,360
Participants262
Provider compensation$19.7K3 Schedule C row(s)$19,736
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010165949NAL0036505584001
- Plan sponsor
- Windstar Lines, Inc.
- EIN
- 27-1577755
- Plan number
- 001
- Location
- Carroll, IA
- 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)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,289,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,289,360
- Employer contributions
- $243,689
- Participant contributions
- $593,449
- Total income / additions
- $1,722,264
- Benefits paid
- $224,332
- Administrative expenses
- $19,687
- Total expenses
- $244,019
- Net increase / (decrease)
- $1,478,245
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $19,687 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $49 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |