What is the most recent Form 5500 filing year for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust?

The latest Form 5500 filing year loaded for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust is 2023.

What are the reported plan assets for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust?

Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust reports $1,622 in end-of-year plan assets in its latest loaded Form 5500 filing.

Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust — Form 5500 plan (Winderweedle, Haines, Ward & Woodman, P.A.)

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, Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust is a benefit plan reported by Winderweedle, Haines, Ward & Woodman, P.A. under EIN 59-1295597 and plan number 501. The latest loaded filing year is 2023. The filing reports 44 participants and $1,622 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.6KPlan net assets, end of year$1,622

Participants44Covered participants reported

Assets / participant$37Computed: assets ÷ participants$37 (computed)

Provider compensationNone reported

Plan sponsor: Winderweedle, Haines, Ward & Woodman, P.A.
EIN: 59-1295597
Plan number: 501
Plan type: 2
Location: Winter Park, FL
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
44 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.6K total assets

Net assets$1.6KLiabilities—

Money in vs. money out

Total income / additions$1.1M

Total expenses$1.1M

Benefits paid / distributionsNot reported

Contributions

Employer$721K

Participant$340.5K

Full reported line items

Net assets

Total assets (EOY): $1,622
Net assets (EOY): $1,622
Net assets (BOY): $6,468

Income & contributions

Employer contributions: $721,037
Participant contributions: $340,463
Total income / additions: $1,063,575

Expenses & distributions

Administrative expenses: $520,248
Total expenses: $1,068,421
Net increase / (decrease): -$4,846

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

68%32%

Employer 68%Participant 32%

Total expenses ÷ net assets65871%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust?: Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust is reported as sponsored by Winderweedle, Haines, Ward & Woodman, P.A. (EIN 59-1295597, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust?: The latest Form 5500 filing year loaded for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust is 2023.
How many participants does Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust report?: Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust reports 44 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust?: Winderweedle, Haines, Ward & Woodman, P.A. Employee Benefit Health Plan Trust reports $1,622 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.