Windes, Inc. Employees' Profit Sharing/401(K) Plan Iii — Form 5500 plan (Windes, 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, Windes, Inc. Employees' Profit Sharing/401(K) Plan Iii is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 020. The latest loaded filing year is 2023. The filing reports 85 participants and $4,465,637 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.5MPlan net assets, end of year$4,465,637
Participants85Covered participants reported
Assets / participant$52.5KComputed: assets ÷ participants$52,537 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
020
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    85 participants · 2Sch I
    View filing →
Schedule I · 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)$4.5M total assets
Net assets$4.5MLiabilities
Money in vs. money out
Total income / additions$1.6M
Total expenses$202.4K
Benefits paid / distributions$189.8K
Contributions
Employer$434.9K
Participant$677.7K
Full reported line items

Net assets

Total assets (EOY)
$4,465,637
Net assets (EOY)
$4,465,637
Net assets (BOY)
$3,028,896

Income & contributions

Employer contributions
$434,944
Participant contributions
$677,652
Total income / additions
$1,639,164

Expenses & distributions

Benefits paid
$189,830
Administrative expenses
$0
Total expenses
$202,423
Net increase / (decrease)
$1,436,741
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.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages