Wintech 401(K) Plan — Form 5500 plan (Window Technology, Inc. Dba Wintech)

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, Wintech 401(K) Plan is a benefit plan reported by Window Technology, Inc. Dba Wintech under EIN 43-1587414 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $4,423,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Window Technology, Inc. Dba Wintech
EIN
43-1587414
Plan number
001
Plan type
2
Location
Monett, MO
Latest filing year
2023
Participants
148
End-of-year plan assets
$4,423,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20240927083433NAL0003715842001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,423,164
Total liabilities (EOY)
$27,940
Net assets (EOY)
$4,395,224
Net assets (BOY)
$3,667,197

Income & contributions

Employer contributions
$152,303
Participant contributions
$441,982
Total contributions
$688,078
Total income / additions
$1,268,411

Expenses & distributions

Benefits paid
$505,796
Administrative expenses
$34,588
Total expenses
$540,384
Net increase / (decrease)
$728,027

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti, LLCTPA$6,354not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$3,421$02023
Advanced Plan DesignsTPA$278not reported in the loaded dataset2023

Related Form 5500 pages