2023 Form 5500 filing — Winsight, LLC 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 20241011110104NAL0038506928001) for Winsight, LLC 401(K) Plan, reported by Winsight, LLC under EIN 36-4735138 and plan number 002. It reports 348 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)$28MReported net assets$28,029,376
Participants348
Provider compensation$73.3K2 Schedule C row(s)$73,324
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011110104NAL0038506928001
Plan sponsor
Winsight, LLC
EIN
36-4735138
Plan number
002
Location
Chicago, IL
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)$28M total assets
Net assets$28MLiabilities$0
Money in vs. money out
Total income / additions$7.6M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$730.6K
Participant$2.7M
Full reported line items
Total assets (EOY)
$28,029,376
Total liabilities (EOY)
$0
Net assets (EOY)
$28,029,376
Employer contributions
$730,634
Participant contributions
$2,705,054
Total income / additions
$7,552,657
Benefits paid
$1,582,542
Administrative expenses
$73,317
Total expenses
$1,655,859
Net increase / (decrease)
$5,896,798
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISORY · Direct $40K · Indirect $7
  2. 2
    CONTRACT ADMINISTRATOR · Direct $33.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110104NAL0038506928001 cover?
It is the 2023 Form 5500 filing for Winsight, LLC 401(K) Plan, reported by Winsight, LLC (EIN 36-4735138).
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