WINTER & WINTER, S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINTER & WINTER, S.C. RETIREMENT PLAN
401k plan membership statisitcs for WINTER & WINTER, S.C. RETIREMENT PLAN
Measure | Date | Value |
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2018: WINTER & WINTER, S.C. RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: WINTER & WINTER, S.C. RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2 |
Total of all active and inactive participants | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 2 |
Number of participants with account balances | 2017-01-01 | 2 |
2016: WINTER & WINTER, S.C. RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 14 |
Number of participants with account balances | 2016-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: WINTER & WINTER, S.C. RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 13 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: WINTER & WINTER, S.C. RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 14 |
Total of all active and inactive participants | 2014-07-01 | 14 |
Total participants | 2014-07-01 | 14 |
Number of participants with account balances | 2014-07-01 | 14 |
2013: WINTER & WINTER, S.C. RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 14 |
Number of participants with account balances | 2013-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: WINTER & WINTER, S.C. RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 14 |
Number of participants with account balances | 2012-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: WINTER & WINTER, S.C. RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 0 |
Total of all active and inactive participants | 2011-07-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 13 |
Number of participants with account balances | 2011-07-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2010: WINTER & WINTER, S.C. RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 14 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 14 |
Number of participants with account balances | 2010-07-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 0 |
2009: WINTER & WINTER, S.C. RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 16 |
Number of participants with account balances | 2009-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
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2018 : WINTER & WINTER, S.C. RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $3 |
Expenses. Total of all expenses incurred | 2018-12-31 | $10,073 |
Benefits paid (including direct rollovers) | 2018-12-31 | $10,073 |
Total plan assets at end of year | 2018-12-31 | $0 |
Total plan assets at beginning of year | 2018-12-31 | $10,070 |
Value of fidelity bond covering the plan | 2018-12-31 | $450,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $3 |
Net income (gross income less expenses) | 2018-12-31 | $-10,070 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,070 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
2017 : WINTER & WINTER, S.C. RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $190,359 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,493,544 |
Benefits paid (including direct rollovers) | 2017-12-31 | $4,493,544 |
Total plan assets at end of year | 2017-12-31 | $10,070 |
Total plan assets at beginning of year | 2017-12-31 | $4,313,255 |
Value of fidelity bond covering the plan | 2017-12-31 | $450,000 |
Total contributions received or receivable from participants | 2017-12-31 | $41,352 |
Other income received | 2017-12-31 | $139,701 |
Net income (gross income less expenses) | 2017-12-31 | $-4,303,185 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $10,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,313,255 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $9,306 |
2016 : WINTER & WINTER, S.C. RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $218,517 |
Expenses. Total of all expenses incurred | 2016-12-31 | $750 |
Total plan assets at end of year | 2016-12-31 | $4,313,255 |
Total plan assets at beginning of year | 2016-12-31 | $4,095,488 |
Value of fidelity bond covering the plan | 2016-12-31 | $450,000 |
Total contributions received or receivable from participants | 2016-12-31 | $78,777 |
Other income received | 2016-12-31 | $99,740 |
Net income (gross income less expenses) | 2016-12-31 | $217,767 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,313,255 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,095,488 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $40,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $750 |
2015 : WINTER & WINTER, S.C. RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $109,051 |
Expenses. Total of all expenses incurred | 2015-12-31 | $202,884 |
Benefits paid (including direct rollovers) | 2015-12-31 | $202,884 |
Total plan assets at end of year | 2015-12-31 | $4,095,488 |
Total plan assets at beginning of year | 2015-12-31 | $4,189,321 |
Value of fidelity bond covering the plan | 2015-12-31 | $425,000 |
Total contributions received or receivable from participants | 2015-12-31 | $77,533 |
Other income received | 2015-12-31 | $-8,482 |
Net income (gross income less expenses) | 2015-12-31 | $-93,833 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,095,488 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,189,321 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $40,000 |
2014 : WINTER & WINTER, S.C. RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $73,581 |
Total plan assets at end of year | 2014-12-31 | $4,189,321 |
Total plan assets at beginning of year | 2014-12-31 | $4,115,740 |
Value of fidelity bond covering the plan | 2014-12-31 | $425,000 |
Total contributions received or receivable from participants | 2014-12-31 | $48,110 |
Other income received | 2014-12-31 | $5,471 |
Net income (gross income less expenses) | 2014-12-31 | $73,581 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,189,321 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,115,740 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $20,000 |
Total income from all sources | 2014-06-30 | $371,065 |
Total plan assets at end of year | 2014-06-30 | $4,115,740 |
Total plan assets at beginning of year | 2014-06-30 | $3,744,675 |
Value of fidelity bond covering the plan | 2014-06-30 | $400,000 |
Total contributions received or receivable from participants | 2014-06-30 | $99,424 |
Other income received | 2014-06-30 | $241,641 |
Net income (gross income less expenses) | 2014-06-30 | $371,065 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $4,115,740 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $3,744,675 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $30,000 |
2013 : WINTER & WINTER, S.C. RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $221,687 |
Expenses. Total of all expenses incurred | 2013-06-30 | $69,292 |
Benefits paid (including direct rollovers) | 2013-06-30 | $69,292 |
Total plan assets at end of year | 2013-06-30 | $3,744,675 |
Total plan assets at beginning of year | 2013-06-30 | $3,602,280 |
Value of fidelity bond covering the plan | 2013-06-30 | $400,000 |
Total contributions received or receivable from participants | 2013-06-30 | $88,430 |
Other income received | 2013-06-30 | $93,257 |
Net income (gross income less expenses) | 2013-06-30 | $152,395 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $3,744,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $3,602,280 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $40,000 |
2012 : WINTER & WINTER, S.C. RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $38,679 |
Expenses. Total of all expenses incurred | 2012-06-30 | $4,481 |
Benefits paid (including direct rollovers) | 2012-06-30 | $4,481 |
Total plan assets at end of year | 2012-06-30 | $3,602,280 |
Total plan assets at beginning of year | 2012-06-30 | $3,568,082 |
Value of fidelity bond covering the plan | 2012-06-30 | $375,000 |
Total contributions received or receivable from participants | 2012-06-30 | $75,103 |
Other income received | 2012-06-30 | $-78,424 |
Net income (gross income less expenses) | 2012-06-30 | $34,198 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $3,602,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $3,568,082 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $42,000 |
2011 : WINTER & WINTER, S.C. RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $292,083 |
Expenses. Total of all expenses incurred | 2011-06-30 | $2,484 |
Benefits paid (including direct rollovers) | 2011-06-30 | $2,484 |
Total plan assets at end of year | 2011-06-30 | $3,568,082 |
Total plan assets at beginning of year | 2011-06-30 | $3,278,483 |
Value of fidelity bond covering the plan | 2011-06-30 | $350,000 |
Total contributions received or receivable from participants | 2011-06-30 | $71,561 |
Other income received | 2011-06-30 | $185,522 |
Net income (gross income less expenses) | 2011-06-30 | $289,599 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $3,568,082 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $3,278,483 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $35,000 |
2018: WINTER & WINTER, S.C. RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: WINTER & WINTER, S.C. RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: WINTER & WINTER, S.C. RETIREMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: WINTER & WINTER, S.C. RETIREMENT PLAN 2015 form 5500 responses |
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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: WINTER & WINTER, S.C. RETIREMENT PLAN 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: WINTER & WINTER, S.C. RETIREMENT PLAN 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: WINTER & WINTER, S.C. RETIREMENT PLAN 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: WINTER & WINTER, S.C. RETIREMENT PLAN 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: WINTER & WINTER, S.C. RETIREMENT PLAN 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: WINTER & WINTER, S.C. RETIREMENT PLAN 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |