2023 Form 5500 filing — Winstead Non-Shareholder Attorney 401(K) Savings & Profit Sharing 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 20241011105851NAL0021715921001) for Winstead Non-Shareholder Attorney 401(K) Savings & Profit Sharing Plan, reported by Winstead Pc under EIN 75-2404691 and plan number 006. It reports 341 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)$32.7MReported net assets$32,740,635
Participants341
Provider compensation$80.6K3 Schedule C row(s)$80,594
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011105851NAL0021715921001
Plan sponsor
Winstead Pc
EIN
75-2404691
Plan number
006
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$32.7M total assets
Net assets$32.7MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$5.9M
Benefits paid / distributions$5.8M
Contributions
Employer$723.6K
Participant$2.6M
Full reported line items
Total assets (EOY)
$32,740,635
Total liabilities (EOY)
$0
Net assets (EOY)
$32,740,635
Employer contributions
$723,627
Participant contributions
$2,603,613
Total income / additions
$8,922,601
Benefits paid
$5,820,541
Administrative expenses
$80,594
Total expenses
$5,924,800
Net increase / (decrease)
$2,997,801
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $36.7K
  2. 2
    CONTRACT ADMINISTRATOR · Direct $26.3K · Indirect $0
  3. 3
    ACCOUNTANT · Direct $17.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011105851NAL0021715921001 cover?
It is the 2023 Form 5500 filing for Winstead Non-Shareholder Attorney 401(K) Savings & Profit Sharing Plan, reported by Winstead Pc (EIN 75-2404691).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages