Winklevoss Consultants, Inc. Savings & Retirement Plan — Form 5500 plan (Winklevoss Consultants, 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, Winklevoss Consultants, Inc. Savings & Retirement Plan is a benefit plan reported by Winklevoss Consultants, Inc. under EIN 52-1504653 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $21,332,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winklevoss Consultants, Inc.
- EIN
- 52-1504653
- Plan number
- 002
- Plan type
- 2
- Location
- Greenwich, CT
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $21,332,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241011152246NAL0039280256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,332,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,332,307
- Net assets (BOY)
- $26,855,623
Income & contributions
- Employer contributions
- $301,361
- Participant contributions
- $719,068
- Total contributions
- $1,020,429
- Total income / additions
- $5,004,621
Expenses & distributions
- Benefits paid
- $10,507,804
- Administrative expenses
- $20,133
- Total expenses
- $10,527,937
- Net increase / (decrease)
- -$5,523,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | RECORD KEEPER | $18,179 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Dodge & Cox | NONE | $0 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Principal Funds | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
| American Century Investments | NONE | $0 | $0 | 2023 |
| Victory Funds | NONE | $0 | $0 | 2023 |
| Mfs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Winklevoss Consultants, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Greenwich, CT
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Invesco — Schedule C compensation
- Dodge & Cox — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Principal Funds — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation
- American Century Investments — Schedule C compensation
- Victory Funds — Schedule C compensation
- Mfs Funds — Schedule C compensation