Windmoeller & Hoelscher Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Windmoeller & Hoelscher Corporation)

Plain-English plan 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, Windmoeller & Hoelscher Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Windmoeller & Hoelscher Corporation under EIN 05-0374821 and plan number 001. The latest loaded filing year is 2023. The filing reports 86 participants and $20,535,051 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Windmoeller & Hoelscher Corporation
EIN
05-0374821
Plan number
001
Plan type
2
Location
Lincoln, RI
Latest filing year
2023
Participants
86
End-of-year plan assets
$20,535,051

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202386I20241011102718NAL0010818771001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$20,535,051
Total liabilities (EOY)
$0
Net assets (EOY)
$20,535,051
Net assets (BOY)
$17,483,787

Income & contributions

Employer contributions
$319,410
Participant contributions
$784,348
Total income / additions
$3,981,877

Expenses & distributions

Benefits paid
$915,367
Administrative expenses
$15,246
Total expenses
$930,613
Net increase / (decrease)
$3,051,264

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages