Windings, Inc. 401(K) Salary Savings & Retirement Plan — Form 5500 plan (Careen, Inc. D/B/A Windings, 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, Windings, Inc. 401(K) Salary Savings & Retirement Plan is a benefit plan reported by Careen, Inc. D/B/A Windings, Inc. under EIN 41-1456407 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $11,197,324 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Careen, Inc. D/B/A Windings, Inc.
- EIN
- 41-1456407
- Plan number
- 001
- Plan type
- 2
- Location
- New Ulm, MN
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $11,197,324
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20240920121555NAL0013088480001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,197,324
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,197,324
- Net assets (BOY)
- $9,063,279
Income & contributions
- Employer contributions
- $354,411
- Participant contributions
- $750,665
- Total contributions
- $1,281,930
- Total income / additions
- $2,766,695
Expenses & distributions
- Benefits paid
- $1,106,345
- Administrative expenses
- $2,486
- Total expenses
- $1,112,705
- Net increase / (decrease)
- $1,653,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC - Rpcp | INVESTMENT ADVISORY | $0 | $23,328 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,486 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Careen, Inc. D/B/A Windings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in New Ulm, MN
- Lpl Financial LLC - Rpcp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation