Windsor Capital Group 401(K) Savings Program — Form 5500 plan (Windsor Capital Group, 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, Windsor Capital Group 401(K) Savings Program is a benefit plan reported by Windsor Capital Group, Inc. under EIN 84-1122146 and plan number 001. The latest loaded filing year is 2023. The filing reports 845 participants and $6,236,060 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.2MPlan net assets, end of year$6,236,060
Participants845Covered participants reported
Assets / participant$7.4KComputed: assets ÷ participants$7,380 (computed)
Provider compensation$17.6K2 Schedule C provider row(s)$17,588
- Plan sponsor
- Windsor Capital Group, Inc.
- EIN
- 84-1122146
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Monica, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 845 | H, C | 20241015172522NAL0030485409001 |
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,236,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,236,060
- Net assets (BOY)
- $5,939,049
Income & contributions
- Participant contributions
- $253,870
- Total contributions
- $253,870
- Total income / additions
- $1,163,487
Expenses & distributions
- Benefits paid
- $830,490
- Administrative expenses
- $4,525
- Total expenses
- $866,476
- Net increase / (decrease)
- $297,011
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.
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income71%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cbiz Investment Advisory | BROKER/ADVISER | $0 | $14,640 | 2023 |
| Cbiz Retirement Plan Services | THIRD PARTY ADMIN | $0 | $2,948 | 2023 |