Plan5500

Win-Dor, Inc. Cash Balance Plan — Form 5500 plan (Win-Dor, 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, Win-Dor, Inc. Cash Balance Plan is a benefit plan reported by Win-Dor, Inc. under EIN 33-0594844 and plan number 002. The latest loaded filing year is 2023. The filing reports 232 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Win-Dor, Inc.
EIN
33-0594844
Plan number
002
Plan type
2
Location
Brea, CA
Latest filing year
2023
Participants
232
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20241015130449NAL0029724801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,756,651

Income & contributions

Total contributions
$0
Total income / additions
$157,088

Expenses & distributions

Benefits paid
$6,403,730
Administrative expenses
$74,479
Total expenses
$6,478,209
Net increase / (decrease)
-$6,321,121

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plan Perfect IncTPA$26,300not reported in the loaded dataset2023
Financial Management NetworkADVISOR$24,790not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$5,548not reported in the loaded dataset2023

Related Form 5500 pages