2023 Form 5500 filing — The Windermere 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 20241014182822NAL0026938209001) for The Windermere 401(K) Plan, reported by Windermere Real Estate Services Company under EIN 91-1218831 and plan number 333. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182822NAL0026938209001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Windermere Real Estate Services Company
- EIN
- 91-1218831
- Plan number
- 333
- Location
- Seattle, WA
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,134,992
- Total liabilities (EOY)
- $5,741
- Net assets (EOY)
- $26,129,251
- Employer contributions
- $456,497
- Participant contributions
- $1,226,959
- Total income / additions
- $4,911,270
- Benefits paid
- $3,474,881
- Administrative expenses
- $113,444
- Total expenses
- $3,607,842
- Net increase / (decrease)
- $1,303,428
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| National Benefit Services, LLC | TPA | $26,266 | $10,000 |
| Nationwide | RECORDKEEPER | $32,567 | not reported in the loaded dataset |
| Sweeney Conrad, P.S. | PLAN AUDITOR | $31,139 | not reported in the loaded dataset |
| Iron-Co-Fid Comprehensive | NONE | $11,338 | not reported in the loaded dataset |