Winters Bros. Of Long Island 401(K) Plan — Form 5500 plan (Winters Bros. Waste Systems Of Long Island)

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, Winters Bros. Of Long Island 401(K) Plan is a benefit plan reported by Winters Bros. Waste Systems Of Long Island under EIN 61-1729674 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $7,251,581 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winters Bros. Waste Systems Of Long Island
EIN
61-1729674
Plan number
001
Plan type
2
Location
West Babylon, NY
Latest filing year
2023
Participants
138
End-of-year plan assets
$7,251,581

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240917095425NAL0002727457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,251,581
Net assets (EOY)
$7,251,581
Net assets (BOY)
$5,241,209

Income & contributions

Employer contributions
$415,809
Participant contributions
$806,224
Total contributions
$1,270,013
Total income / additions
$2,187,383

Expenses & distributions

Benefits paid
$129,327
Administrative expenses
$47,684
Total expenses
$177,011
Net increase / (decrease)
$2,010,372

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$45,583not reported in the loaded dataset2023
S B H U Life Agency IncOTHER SERVICESnot reported in the loaded dataset$18,4532023

Related Form 5500 pages