401k Plan data: THE WINCHESTER GROUP INC 401(K) PSP plan

THE WINCHESTER GROUP INC 401(K) PSP 401k Plan overview

Plan Name	THE WINCHESTER GROUP INC 401(K) PSP
Plan identification number	001

THE WINCHESTER GROUP INC 401(K) PSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE WINCHESTER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE WINCHESTER GROUP, INC.

Employer identification number (EIN): 201805951

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about THE WINCHESTER GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2243185

More information about THE WINCHESTER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WINCHESTER GROUP INC 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MARY BROY 2024-07-08 MARY BROY 2024-07-08
001 2022-01-01 MARY BROY 2023-09-14
001 2021-01-01 MARY BROY 2022-08-18
001 2020-01-01 MARY BROY 2021-09-08
001 2019-01-01 MARY BROY 2020-10-06
001 2018-01-01 MARY BROY 2019-09-23
001 2017-01-01 MARY BROY 2018-10-07
001 2016-01-01 MARY BROY 2017-10-05
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MARY S BROY
001 2011-01-01 MARY S BROY
001 2009-01-01 MARY S BROY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MARY BROY	2024-07-08	MARY BROY	2024-07-08
001	2022-01-01	MARY BROY	2023-09-14
001	2021-01-01	MARY BROY	2022-08-18
001	2020-01-01	MARY BROY	2021-09-08
001	2019-01-01	MARY BROY	2020-10-06
001	2018-01-01	MARY BROY	2019-09-23
001	2017-01-01	MARY BROY	2018-10-07
001	2016-01-01	MARY BROY	2017-10-05
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MARY S BROY
001	2011-01-01	MARY S BROY
001	2009-01-01	MARY S BROY

Plan Statistics for THE WINCHESTER GROUP INC 401(K) PSP

401k plan membership statisitcs for THE WINCHESTER GROUP INC 401(K) PSP

Measure Date Value
2015: THE WINCHESTER GROUP INC 401(K) PSP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 19
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
2014: THE WINCHESTER GROUP INC 401(K) PSP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 18
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 18
2013: THE WINCHESTER GROUP INC 401(K) PSP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 17
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
2012: THE WINCHESTER GROUP INC 401(K) PSP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 17
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
2011: THE WINCHESTER GROUP INC 401(K) PSP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
2009: THE WINCHESTER GROUP INC 401(K) PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12

Measure	Date	Value
2015: THE WINCHESTER GROUP INC 401(K) PSP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	19
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
2014: THE WINCHESTER GROUP INC 401(K) PSP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	18
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	18
2013: THE WINCHESTER GROUP INC 401(K) PSP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	17
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
2012: THE WINCHESTER GROUP INC 401(K) PSP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	17
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
2011: THE WINCHESTER GROUP INC 401(K) PSP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
2009: THE WINCHESTER GROUP INC 401(K) PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on THE WINCHESTER GROUP INC 401(K) PSP

Measure	Date	Value
2015 : THE WINCHESTER GROUP INC 401(K) PSP 2015 401k financial data
Total income from all sources	2015-12-31	$121,301
Expenses. Total of all expenses incurred	2015-12-31	$5,932
Benefits paid (including direct rollovers)	2015-12-31	$5,892
Total plan assets at end of year	2015-12-31	$1,685,091
Total plan assets at beginning of year	2015-12-31	$1,569,722
Value of fidelity bond covering the plan	2015-12-31	$160,000
Total contributions received or receivable from participants	2015-12-31	$106,297
Expenses. Other expenses not covered elsewhere	2015-12-31	$40
Other income received	2015-12-31	$-29,418
Net income (gross income less expenses)	2015-12-31	$115,369
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,685,091
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,569,722
Assets. Value of participant loans	2015-12-31	$6,381
Total contributions received or receivable from employer(s)	2015-12-31	$44,422
2014 : THE WINCHESTER GROUP INC 401(K) PSP 2014 401k financial data
Total income from all sources	2014-12-31	$211,844
Expenses. Total of all expenses incurred	2014-12-31	$13,381
Benefits paid (including direct rollovers)	2014-12-31	$8,225
Total plan assets at end of year	2014-12-31	$1,569,722
Total plan assets at beginning of year	2014-12-31	$1,371,259
Value of fidelity bond covering the plan	2014-12-31	$140,000
Total contributions received or receivable from participants	2014-12-31	$113,598
Expenses. Other expenses not covered elsewhere	2014-12-31	$48
Other income received	2014-12-31	$55,183
Net income (gross income less expenses)	2014-12-31	$198,463
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,569,722
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,371,259
Assets. Value of participant loans	2014-12-31	$4,500
Total contributions received or receivable from employer(s)	2014-12-31	$43,063
Value of certain deemed distributions of participant loans	2014-12-31	$5,108
2013 : THE WINCHESTER GROUP INC 401(K) PSP 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$245
Total income from all sources	2013-12-31	$302,565
Expenses. Total of all expenses incurred	2013-12-31	$40
Total plan assets at end of year	2013-12-31	$1,371,259
Total plan assets at beginning of year	2013-12-31	$1,068,979
Value of fidelity bond covering the plan	2013-12-31	$107,000
Total contributions received or receivable from participants	2013-12-31	$103,339
Expenses. Other expenses not covered elsewhere	2013-12-31	$40
Other income received	2013-12-31	$158,594
Net income (gross income less expenses)	2013-12-31	$302,525
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,371,259
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,068,734
Assets. Value of participant loans	2013-12-31	$3,497
Total contributions received or receivable from employer(s)	2013-12-31	$40,632
2012 : THE WINCHESTER GROUP INC 401(K) PSP 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$245
Total income from all sources	2012-12-31	$224,545
Expenses. Total of all expenses incurred	2012-12-31	$36
Total plan assets at end of year	2012-12-31	$1,068,979
Total plan assets at beginning of year	2012-12-31	$844,225
Value of fidelity bond covering the plan	2012-12-31	$85,000
Total contributions received or receivable from participants	2012-12-31	$103,473
Expenses. Other expenses not covered elsewhere	2012-12-31	$36
Other income received	2012-12-31	$84,000
Net income (gross income less expenses)	2012-12-31	$224,509
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,068,734
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$844,225
Assets. Value of participant loans	2012-12-31	$6,864
Total contributions received or receivable from employer(s)	2012-12-31	$37,072
2011 : THE WINCHESTER GROUP INC 401(K) PSP 2011 401k financial data
Total income from all sources	2011-12-31	$124,415
Expenses. Total of all expenses incurred	2011-12-31	$24
Total plan assets at end of year	2011-12-31	$844,225
Total plan assets at beginning of year	2011-12-31	$719,834
Value of fidelity bond covering the plan	2011-12-31	$75,000
Total contributions received or receivable from participants	2011-12-31	$90,644
Contributions received from other sources (not participants or employers)	2011-12-31	$9,142
Other income received	2011-12-31	$-9,406
Net income (gross income less expenses)	2011-12-31	$124,391
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$844,225
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$719,834
Assets. Value of participant loans	2011-12-31	$5,037
Total contributions received or receivable from employer(s)	2011-12-31	$34,035
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24
2010 : THE WINCHESTER GROUP INC 401(K) PSP 2010 401k financial data
Total income from all sources	2010-12-31	$181,825
Expenses. Total of all expenses incurred	2010-12-31	$16
Total plan assets at end of year	2010-12-31	$719,834
Total plan assets at beginning of year	2010-12-31	$538,025
Value of fidelity bond covering the plan	2010-12-31	$55,000
Total contributions received or receivable from participants	2010-12-31	$76,487
Other income received	2010-12-31	$73,285
Net income (gross income less expenses)	2010-12-31	$181,809
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$719,834
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$538,025
Assets. Value of participant loans	2010-12-31	$4,179
Total contributions received or receivable from employer(s)	2010-12-31	$32,053
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$16

Form 5500 Responses for THE WINCHESTER GROUP INC 401(K) PSP

2015: THE WINCHESTER GROUP INC 401(K) PSP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE WINCHESTER GROUP INC 401(K) PSP 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE WINCHESTER GROUP INC 401(K) PSP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE WINCHESTER GROUP INC 401(K) PSP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE WINCHESTER GROUP INC 401(K) PSP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE WINCHESTER GROUP INC 401(K) PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	19
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,058
Total amount of fees paid to insurance company	USD $790
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,058
Insurance broker organization code?	3
Amount paid for insurance broker fees	790
Additional information about fees paid to insurance broker	ADMINISTRATION ALLOWANCE
Insurance broker name	YOUNT HYDE & BARBOUR PC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,374
Total amount of fees paid to insurance company	USD $693
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,374
Insurance broker organization code?	3
Amount paid for insurance broker fees	693
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	YOUNT HYDE & BARBOUR PC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	17
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,140
Total amount of fees paid to insurance company	USD $566
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,140
Insurance broker organization code?	3
Amount paid for insurance broker fees	566
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	YOUNT HYDE & BARBOUR PC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	17
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $4,106
Total amount of fees paid to insurance company	USD $448
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,106
Insurance broker organization code?	3
Amount paid for insurance broker fees	448
Additional information about fees paid to insurance broker	ADMINISTRATIVE ALLOWANCE
Insurance broker name	YOUNT HYDE & BARBOUR PC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	16
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,513
Total amount of fees paid to insurance company	USD $373
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-812610

Policy instance

Insurance contract or identification number	GA-812610
Number of Individuals Covered	16
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,155
Total amount of fees paid to insurance company	USD $281
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,155
Insurance broker organization code?	3
Amount paid for insurance broker fees	281
Additional information about fees paid to insurance broker	TPA ADMINISTRATIVE ALLOWANCE
Insurance broker name	YOUNT HYDE & BARBOUR PC

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Company Name:	THE WINCHESTER GROUP, INC.
Employer identification number (EIN):	201805951
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2243185