2023 Form 5500 filing — Winslow Investments Limited, Inc. 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 20241125161211NAL0010671554005) for Winslow Investments Limited, Inc. Profit Sharing Plan, reported by Winslow Investments Limited, Inc. under EIN 95-3426775 and plan number 002. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241125161211NAL0010671554005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Winslow Investments Limited, Inc.
- EIN
- 95-3426775
- Plan number
- 002
- Location
- La Mesa, CA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,155,650
- Net assets (EOY)
- $15,155,650
- Employer contributions
- $111,538
- Total income / additions
- $1,945,422
- Benefits paid
- $607,500
- Administrative expenses
- $104,629
- Total expenses
- $712,129
- Net increase / (decrease)
- $1,233,293
- Schedule source
- Schedule I