Four Winds 401(K) Savings And Investment Plan — Form 5500 plan (Four Winds, Inc.)

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, Four Winds 401(K) Savings And Investment Plan is a benefit plan reported by Four Winds, Inc. under EIN 13-2919257 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,188 participants and $40,432,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Four Winds, Inc.
EIN
13-2919257
Plan number
002
Plan type
2
Location
Katonah, NY
Latest filing year
2023
Participants
1,188
End-of-year plan assets
$40,432,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,188H, C20241014111236NAL0013185987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,432,423
Total liabilities (EOY)
$0
Net assets (EOY)
$40,432,423
Net assets (BOY)
$37,315,351

Income & contributions

Participant contributions
$2,147,919
Total contributions
$2,385,071
Total income / additions
$7,807,438

Expenses & distributions

Benefits paid
$4,523,335
Administrative expenses
$161,629
Total expenses
$4,690,366
Net increase / (decrease)
$3,117,072

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$161,629$3,0662023
Park Avenue SecuritiesOTHER SERVICES$0$55,6882023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages