Crown Seasons Retirement Plan — Form 5500 plan (The Winters Group LLC)
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, Crown Seasons Retirement Plan is a benefit plan reported by The Winters Group LLC under EIN 73-1603058 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $2,596,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Winters Group LLC
- EIN
- 73-1603058
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 247
- End-of-year plan assets
- $2,596,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241010111940NAL0035549008001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,596,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,596,634
- Net assets (BOY)
- $1,621,087
Income & contributions
- Employer contributions
- $263,571
- Participant contributions
- $426,637
- Total contributions
- $756,294
- Total income / additions
- $1,151,584
Expenses & distributions
- Benefits paid
- $169,630
- Administrative expenses
- $6,407
- Total expenses
- $176,037
- Net increase / (decrease)
- $975,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Employee Benefits | TPA | $6,417 | not reported in the loaded dataset | 2023 |