2023 Form 5500 filing — Winston Management, 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 20241014141120NAL0044821072001) for Winston Management, LLC 401(K) Plan, reported by Winston Water Cooler Management, LLC under EIN 83-2258285 and plan number 001. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,852,831

Participants569

Provider compensation$46.9K1 Schedule C row(s)$46,917

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014141120NAL0044821072001
Plan sponsor: Winston Water Cooler Management, LLC
EIN: 83-2258285
Plan number: 001
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)$11.9M total assets

Net assets$11.9MLiabilities$0

Money in vs. money out

Total income / additions$4.9M

Total expenses$411.3K

Benefits paid / distributions$368.1K

Contributions

Employer$783.3K

Participant$2M

Full reported line items

Total assets (EOY): $11,852,831
Total liabilities (EOY): $0
Net assets (EOY): $11,852,831
Employer contributions: $783,262
Participant contributions: $1,951,699
Total income / additions: $4,916,927
Benefits paid: $368,080
Administrative expenses: $43,217
Total expenses: $411,297
Net increase / (decrease): $4,505,630

Schedule C

Reported service provider compensation

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

1
Bokf, Na$46.9K
TRUSTEE · Direct $46.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014141120NAL0044821072001 cover?: It is the 2023 Form 5500 filing for Winston Management, LLC 401(K) Plan, reported by Winston Water Cooler Management, LLC (EIN 83-2258285).
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).