Plan5500

Windsor Fashions 401(K) Savings Plan — Form 5500 plan (Windsor Fashions, 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 Fashions 401(K) Savings Plan is a benefit plan reported by Windsor Fashions, Inc. under EIN 95-2599845 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,040 participants and $10,790,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Windsor Fashions, Inc.
EIN
95-2599845
Plan number
001
Plan type
2
Location
Santa Fe Springs, CA
Latest filing year
2023
Participants
1,040
End-of-year plan assets
$10,790,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,040H, C20241004100923NAL0005610195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,790,977
Total liabilities (EOY)
$712
Net assets (EOY)
$10,790,265
Net assets (BOY)
$6,414,665

Income & contributions

Employer contributions
$1,063,844
Participant contributions
$2,602,053
Total contributions
$3,755,709
Total income / additions
$5,184,680

Expenses & distributions

Benefits paid
$667,014
Administrative expenses
$142,066
Total expenses
$809,080
Net increase / (decrease)
$4,375,600

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wipfli LlpRECORDKEEPER$118,719not reported in the loaded dataset2023
Creative Planning, LLCINVESTMENT ADVISOR$23,342not reported in the loaded dataset2023

Related Form 5500 pages