Winstead Non-Shareholder Attorney 401(K) Savings & Profit Sharing Plan — Form 5500 plan (Winstead Pc)
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, Winstead Non-Shareholder Attorney 401(K) Savings & Profit Sharing Plan is a benefit plan reported by Winstead Pc under EIN 75-2404691 and plan number 006. The latest loaded filing year is 2023. The filing reports 341 participants and $32,740,635 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$32.7MPlan net assets, end of year$32,740,635
Participants341Covered participants reported
Assets / participant$96KComputed: assets ÷ participants$96,014 (computed)
Provider compensation$80.6K3 Schedule C provider row(s)$80,594
- Plan sponsor
- Winstead Pc
- EIN
- 75-2404691
- Plan number
- 006
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20241011105851NAL0021715921001 |
Schedule H · 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)$32.7M total assets
Net assets$32.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $32,740,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,740,635
- Net assets (BOY)
- $32,141,481
Income & contributions
- Employer contributions
- $723,627
- Participant contributions
- $2,603,613
- Total contributions
- $3,891,215
- Total income / additions
- $8,922,601
Expenses & distributions
- Benefits paid
- $5,820,541
- Administrative expenses
- $80,594
- Total expenses
- $5,924,800
- Net increase / (decrease)
- $2,997,801
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cook Street Consulting | INVESTMENT ADVISORY | $36,716 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $26,339 | $0 | 2023 |
| Whitley Penn Llp | ACCOUNTANT | $17,539 | not reported in the loaded dataset | 2023 |