Windsong Capital Partners Inc. Retirement Plan — Form 5500 plan (Windsong Capital Partners Inc.)
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, Windsong Capital Partners Inc. Retirement Plan is a benefit plan reported by Windsong Capital Partners Inc. under EIN 82-1419575 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $884,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windsong Capital Partners Inc.
- EIN
- 82-1419575
- Plan number
- 001
- Plan type
- 2
- Location
- Ormond Beach, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $884,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240530204058NAL0028411186001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $884,679
- Net assets (EOY)
- $884,679
- Net assets (BOY)
- $686,111
Income & contributions
- Total income / additions
- $198,568
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $198,568
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.