The Windermere 401(K) Plan — Form 5500 plan (Windermere Real Estate Services Company)
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 Windermere 401(K) Plan is a benefit plan reported by Windermere Real Estate Services Company under EIN 91-1218831 and plan number 333. The latest loaded filing year is 2023. The filing reports 311 participants and $26,134,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Windermere Real Estate Services Company
- EIN
- 91-1218831
- Plan number
- 333
- Plan type
- 3
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $26,134,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20241014182822NAL0026938209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,134,992
- Total liabilities (EOY)
- $5,741
- Net assets (EOY)
- $26,129,251
- Net assets (BOY)
- $19,575,367
Income & contributions
- Employer contributions
- $456,497
- Participant contributions
- $1,226,959
- Total contributions
- $1,688,890
- Total income / additions
- $4,911,270
Expenses & distributions
- Benefits paid
- $3,474,881
- Administrative expenses
- $113,444
- Total expenses
- $3,607,842
- Net increase / (decrease)
- $1,303,428
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| National Benefit Services, LLC | TPA | $26,266 | $10,000 | 2023 |
| Nationwide | RECORDKEEPER | $32,567 | not reported in the loaded dataset | 2023 |
| Sweeney Conrad, P.S. | PLAN AUDITOR | $31,139 | not reported in the loaded dataset | 2023 |
| Iron-Co-Fid Comprehensive | NONE | $11,338 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Windermere Real Estate Services Company
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- National Benefit Services, LLC — Schedule C compensation
- Nationwide — Schedule C compensation
- Sweeney Conrad, P.S. — Schedule C compensation
- Iron-Co-Fid Comprehensive — Schedule C compensation