Windes, Inc. Money Purchase Pension Plan Iv — 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. Money Purchase Pension Plan Iv is a benefit plan reported by Windes, Inc. under EIN 95-3001179 and plan number 021. The latest loaded filing year is 2023. The filing reports 3 participants and $758,201 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$758.2KPlan net assets, end of year$758,201
Participants3Covered participants reported
Assets / participant$252.7KComputed: assets ÷ participants$252,734 (computed)
Provider compensationNone reported
Plan sponsor
Windes, Inc.
EIN
95-3001179
Plan number
021
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
    3 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)$758.2K total assets
Net assets$758.2KLiabilities
Money in vs. money out
Total income / additions$701.1K
Total expenses$19.6K
Benefits paid / distributions$17.4K
Contributions
Employer$19.1K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$758,201
Net assets (EOY)
$758,201
Net assets (BOY)
$76,657

Income & contributions

Employer contributions
$19,050
Participant contributions
$0
Total income / additions
$701,102

Expenses & distributions

Benefits paid
$17,371
Administrative expenses
$0
Total expenses
$19,558
Net increase / (decrease)
$681,544
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 100%Participant 0%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income2%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