401k Plan data: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN plan

WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN
Plan identification number	002

WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 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

WINDSOR DOOR has sponsored the creation of one or more 401k plans.

Company Name: WINDSOR DOOR

Employer identification number (EIN): 274454018

NAIC Classification: 331200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01 RITA PRICE 2021-06-01
002 2019-01-01 RITA PRICE 2020-07-21
002 2018-01-01 RITA PRICE 2019-07-30
002 2017-01-01 RITA PRICE 2018-09-27
002 2016-01-01 RITA PRICE 2017-07-14
002 2015-01-01 RITA PRICE 2016-05-24
002 2014-01-01 RITA PRICE 2015-07-06
002 2013-01-01 BARBARA BARRON 2014-05-28
002 2012-01-01 BARBARA BARRON 2013-06-06
002 2011-05-22 BARBARA BARRON 2012-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01	RITA PRICE	2021-06-01
002	2019-01-01	RITA PRICE	2020-07-21
002	2018-01-01	RITA PRICE	2019-07-30
002	2017-01-01	RITA PRICE	2018-09-27
002	2016-01-01	RITA PRICE	2017-07-14
002	2015-01-01	RITA PRICE	2016-05-24
002	2014-01-01	RITA PRICE	2015-07-06
002	2013-01-01	BARBARA BARRON	2014-05-28
002	2012-01-01	BARBARA BARRON	2013-06-06
002	2011-05-22	BARBARA BARRON	2012-08-09

Plan Statistics for WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN

Measure Date Value
2023: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 616
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 694
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 11
Total of all active and inactive participants 2023-01-01 705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 705
Number of participants with account balances 2023-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 112
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 132
Total of all active and inactive participants 2022-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 244
Number of participants with account balances 2022-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 98
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 81
Total of all active and inactive participants 2021-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 179
Number of participants with account balances 2021-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	616
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	694
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	11
Total of all active and inactive participants	2023-01-01	705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	705
Number of participants with account balances	2023-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	112
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	132
Total of all active and inactive participants	2022-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	244
Number of participants with account balances	2022-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	98
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	81
Total of all active and inactive participants	2021-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	179
Number of participants with account balances	2021-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$129,986
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$46,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$42,648
Expenses. Certain deemed distributions of participant loans	2023-12-31	$585
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$95,494
Value of total assets at end of year	2023-12-31	$403,464
Value of total assets at beginning of year	2023-12-31	$319,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$3,048
Total interest from all sources	2023-12-31	$9,923
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$5,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$5,780
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$32,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$95,494
Participant contributions at end of year	2023-12-31	$31,240
Participant contributions at beginning of year	2023-12-31	$10,194
Participant contributions at end of year	2023-12-31	$1,821
Other income not declared elsewhere	2023-12-31	$380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$83,705
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$403,464
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$319,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$120,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$107,168
Interest on participant loans	2023-12-31	$921
Value of interest in common/collective trusts at end of year	2023-12-31	$19,584
Value of interest in common/collective trusts at beginning of year	2023-12-31	$16,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$229,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$186,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$186,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$9,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$15,445
Net investment gain or loss from common/collective trusts	2023-12-31	$2,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$42,648
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BOBER MARKEY FEDOROVICH AND COMPANY
Accountancy firm EIN	2023-12-31	341523030
2022 : WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$52,038
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$64,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$62,768
Expenses. Certain deemed distributions of participant loans	2022-12-31	$70
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$86,101
Value of total assets at end of year	2022-12-31	$319,759
Value of total assets at beginning of year	2022-12-31	$332,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,642
Total interest from all sources	2022-12-31	$2,684
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$7,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$7,780
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$34,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$86,101
Participant contributions at end of year	2022-12-31	$10,194
Participant contributions at beginning of year	2022-12-31	$14,609
Administrative expenses (other) incurred	2022-12-31	$1,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-12,442
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$319,759
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$332,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$107,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$141,607
Interest on participant loans	2022-12-31	$720
Value of interest in common/collective trusts at end of year	2022-12-31	$16,106
Value of interest in common/collective trusts at beginning of year	2022-12-31	$18,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$186,291
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$157,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$157,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-41,562
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$62,768
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HOOD AND ASSOCIATES, CPA PC
Accountancy firm EIN	2022-12-31	731432162
2021 : WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$90,585
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$24,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$23,353
Expenses. Certain deemed distributions of participant loans	2021-12-31	$406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$71,750
Value of total assets at end of year	2021-12-31	$332,201
Value of total assets at beginning of year	2021-12-31	$266,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,035
Total interest from all sources	2021-12-31	$664
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$17,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$17,545
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$27,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$71,750
Participant contributions at end of year	2021-12-31	$14,609
Participant contributions at beginning of year	2021-12-31	$7,448
Administrative expenses (other) incurred	2021-12-31	$1,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$65,791
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$332,201
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$266,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$141,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$122,529
Interest on participant loans	2021-12-31	$661
Value of interest in common/collective trusts at end of year	2021-12-31	$18,465
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$157,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$121,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$121,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-2,661
Net investment gain or loss from common/collective trusts	2021-12-31	$3,287
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$23,353
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HOOD AND ASSOCIATES, CPA PC
Accountancy firm EIN	2021-12-31	731432162

Form 5500 Responses for WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN

2023: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WINDSOR DOOR UNION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINDSOR DOOR
Employer identification number (EIN):	274454018
NAIC Classification:	331200