Employee Stock Ownership Plan Of Winona Agency, Inc. — Form 5500 plan (Winona Agency, 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, Employee Stock Ownership Plan Of Winona Agency, Inc. is a benefit plan reported by Winona Agency, Inc. under EIN 41-0902639 and plan number 002. The latest loaded filing year is 2023. The filing reports 74 participants and $9,067,001 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winona Agency, Inc.
- EIN
- 41-0902639
- Plan number
- 002
- Plan type
- 2
- Location
- Winona, MN
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $9,067,001
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20241007102016NAL0008782659001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,067,001
- Total liabilities (EOY)
- $1,533,183
- Net assets (EOY)
- $7,533,818
- Net assets (BOY)
- $6,748,370
Income & contributions
- Employer contributions
- $621,510
- Total income / additions
- $1,536,749
Expenses & distributions
- Benefits paid
- $711,479
- Administrative expenses
- $28,463
- Total expenses
- $751,301
- Net increase / (decrease)
- $785,448
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.