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, The Company Retirement Accumulation Plan is a benefit plan reported by Four Winds Investments, Inc. under EIN 76-0457453 and plan number 006. The latest loaded filing year is 2023. The filing reports 137 participants and $8,955,257 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,955,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,955,257
- Net assets (BOY)
- $16,781,550
Income & contributions
- Employer contributions
- $44,023
- Participant contributions
- $287,341
- Total contributions
- $331,364
- Total income / additions
- $2,879,928
Expenses & distributions
- Benefits paid
- $10,664,486
- Administrative expenses
- $17,019
- Total expenses
- $10,706,221
- Net increase / (decrease)
- -$7,826,293