2023 Form 5500 filing — New Wincup Holdings, Inc. 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 20241011102010NAL0010810403001) for New Wincup Holdings, Inc. 401(K) Retirement Savings Plan, reported by New Wincup Holdings, Inc. under EIN 20-5897540 and plan number 001. It reports 1,089 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)$25.8MReported net assets$25,771,174
Participants1.1K1,089
Provider compensation$9.6K2 Schedule C row(s)$9,573
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011102010NAL0010810403001
Plan sponsor
New Wincup Holdings, Inc.
EIN
20-5897540
Plan number
001
Location
Atlanta, GA
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)$25.8M total assets
Net assets$25.8MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$896.7K
Participant$2.3M
Full reported line items
Total assets (EOY)
$25,771,174
Total liabilities (EOY)
$0
Net assets (EOY)
$25,771,174
Employer contributions
$896,687
Participant contributions
$2,334,079
Total income / additions
$6,921,499
Benefits paid
$3,805,988
Administrative expenses
$9,573
Total expenses
$3,842,765
Net increase / (decrease)
$3,078,734

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Woodbury Financial Services IncADVISOR$32,488not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$22,915$0

Related Form 5500 pages