Winton Ireland Insurance Agency Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Winton Ireland Insurance Agency 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, Winton Ireland Insurance Agency Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Winton Ireland Insurance Agency Inc. under EIN 94-2667917 and plan number 001. The latest loaded filing year is 2023. The filing reports 143 participants and $24,918,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winton Ireland Insurance Agency Inc.
- EIN
- 94-2667917
- Plan number
- 001
- Plan type
- 2
- Location
- Turlock, CA
- Latest filing year
- 2023
- Participants
- 143
- End-of-year plan assets
- $24,918,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 143 | H, C | 20250702114351NAL0018785744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,918,294
- Total liabilities (EOY)
- $3,400
- Net assets (EOY)
- $24,914,894
- Net assets (BOY)
- $21,263,987
Income & contributions
- Employer contributions
- $416,314
- Participant contributions
- $792,740
- Total contributions
- $1,509,653
- Total income / additions
- $6,042,271
Expenses & distributions
- Benefits paid
- $2,318,162
- Administrative expenses
- $73,202
- Total expenses
- $2,391,364
- Net increase / (decrease)
- $3,650,907
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Svcs | RECORDKEEPER | $43,627 | $0 | 2023 |
| Raymond James & Associates, Inc. | FINANCIAL ADVISOR | $19,632 | not reported in the loaded dataset | 2023 |