2023 Form 5500 filing — Window Solutions 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 20241011082244NAL0010727827001) for Window Solutions 401(K) Plan, reported by Window Solutions, Inc. under EIN 82-2551854 and plan number 002. It reports 566 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082244NAL0010727827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Window Solutions, Inc.
- EIN
- 82-2551854
- Plan number
- 002
- Location
- Appleton, WI
- Participants
- 566
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,783,850
- Total liabilities (EOY)
- $28,245
- Net assets (EOY)
- $8,755,605
- Employer contributions
- $552,279
- Participant contributions
- $939,948
- Total income / additions
- $2,793,570
- Benefits paid
- $459,308
- Administrative expenses
- $63,302
- Total expenses
- $550,829
- Net increase / (decrease)
- $2,242,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CUSTODIAN RECORDKEEPER | $31,561 | $0 |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $25,361 | not reported in the loaded dataset |
| Map Retirement Usa LLC | TPA | $11,705 | not reported in the loaded dataset |