Winona Foods, Inc. Savings & Retirement Plan — Form 5500 plan (Winona Foods 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, Winona Foods, Inc. Savings & Retirement Plan is a benefit plan reported by Winona Foods Inc. under EIN 39-1835095 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $12,290,854 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winona Foods Inc.
EIN
39-1835095
Plan number
001
Plan type
2
Location
Green Bay, WI
Latest filing year
2023
Participants
460
End-of-year plan assets
$12,290,854

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20240718135540NAL0009805568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,290,854
Total liabilities (EOY)
$174,781
Net assets (EOY)
$12,116,073
Net assets (BOY)
$9,373,685

Income & contributions

Employer contributions
$805,142
Participant contributions
$1,153,772
Total contributions
$2,119,638
Total income / additions
$3,697,635

Expenses & distributions

Benefits paid
$906,949
Administrative expenses
$48,298
Total expenses
$955,247
Net increase / (decrease)
$2,742,388

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankAUDITORS$39,480$02023
Alerus Financial, N.A.NONE$8,818$02023

Related Form 5500 pages