Winco Development 401(K) Plan — Form 5500 plan (Winco Development, LLC)

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, Winco Development 401(K) Plan is a benefit plan reported by Winco Development, LLC under EIN 27-4131501 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $2,883,986 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winco Development, LLC
EIN
27-4131501
Plan number
001
Plan type
2
Location
Lufkin, TX
Latest filing year
2023
Participants
260
End-of-year plan assets
$2,883,986

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20241015194059NAL0015336131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,883,986
Total liabilities (EOY)
$0
Net assets (EOY)
$2,883,986
Net assets (BOY)
$2,363,691

Income & contributions

Employer contributions
$313,690
Participant contributions
$368,146
Total contributions
$681,836
Total income / additions
$998,950

Expenses & distributions

Benefits paid
$460,011
Administrative expenses
$6,463
Total expenses
$478,655
Net increase / (decrease)
$520,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Benefit Group Of HoustonTPA$3,775$922023
Transamerica Financial Life InsuranRECORDKEEPER$3,788$02023

Related Form 5500 pages