2023 Form 5500 filing — Winterwood, Inc. 401k 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 20241014162444NAL0026707313003) for Winterwood, Inc. 401k Profit Sharing Plan, reported by Winterwood, Inc. under EIN 61-0962620 and plan number 001. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162444NAL0026707313003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winterwood, Inc.
- EIN
- 61-0962620
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,746,021
- Net assets (EOY)
- $8,746,021
- Employer contributions
- $453,815
- Participant contributions
- $1,039,564
- Total income / additions
- $2,653,353
- Benefits paid
- $908,562
- Administrative expenses
- $59,920
- Total expenses
- $1,055,584
- Net increase / (decrease)
- $1,597,769
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Insurance Group, Inc. | SERVICE PROVIDER | $0 | $15,597 |
| Voya Retirement Insurance And Annun | SERVICE PROVIDER | not reported in the loaded dataset | $3,899 |