401k Plan data: WINKLER GROUP LTD 401(K) PLAN plan

WINKLER GROUP LTD 401(K) PLAN 401k Plan overview

Plan Name	WINKLER GROUP LTD 401(K) PLAN
Plan identification number	002

WINKLER GROUP LTD 401(K) 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.
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

WINKLER GROUP, LTD. has sponsored the creation of one or more 401k plans.

Company Name: WINKLER GROUP, LTD.

Employer identification number (EIN): 050472255

NAIC Classification: 424300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINKLER GROUP LTD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 ERISA FIDUCIARY SERVICES 2024-04-24
002 2022-01-01 ERISA FIDUCIARY SERVICES 2023-04-08
002 2021-01-01 MICHAEL F GAGE 2022-07-27
002 2020-01-01 MICHAEL GAGE 2022-08-17
002 2019-01-01 CHARLENE MCGOWAN 2020-07-01
002 2018-01-01 CHARLENE MCGOWAN 2019-06-19
002 2017-01-01 CHARLENE MCGOWAN 2018-06-29
002 2016-01-01 CHARLENE MCGOWAN 2017-06-30
002 2015-01-01 CHARLENE MCGOWAN 2016-07-01
002 2014-01-01 CHARLENE MCGOWAN 2015-06-24
002 2013-01-01 CHARLENE MCGOWAN 2014-07-07
002 2012-01-01 CHARLENE MCGOWAN 2013-06-21
002 2011-01-01 CHARLENE MCGOWAN 2012-07-03
002 2010-01-01 CHARLENE MCGOWAN 2011-07-01
002 2009-01-01 HEIDI J LOOMIS
002 2009-01-01 HEIDI J LOOMIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	ERISA FIDUCIARY SERVICES	2024-04-24
002	2022-01-01	ERISA FIDUCIARY SERVICES	2023-04-08
002	2021-01-01	MICHAEL F GAGE	2022-07-27
002	2020-01-01	MICHAEL GAGE	2022-08-17
002	2019-01-01	CHARLENE MCGOWAN	2020-07-01
002	2018-01-01	CHARLENE MCGOWAN	2019-06-19
002	2017-01-01	CHARLENE MCGOWAN	2018-06-29
002	2016-01-01	CHARLENE MCGOWAN	2017-06-30
002	2015-01-01	CHARLENE MCGOWAN	2016-07-01
002	2014-01-01	CHARLENE MCGOWAN	2015-06-24
002	2013-01-01	CHARLENE MCGOWAN	2014-07-07
002	2012-01-01	CHARLENE MCGOWAN	2013-06-21
002	2011-01-01	CHARLENE MCGOWAN	2012-07-03
002	2010-01-01	CHARLENE MCGOWAN	2011-07-01
002	2009-01-01	HEIDI J LOOMIS
002	2009-01-01	HEIDI J LOOMIS

Plan Statistics for WINKLER GROUP LTD 401(K) PLAN

401k plan membership statisitcs for WINKLER GROUP LTD 401(K) PLAN

Measure Date Value
2009: WINKLER GROUP LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 8
Total of all active and inactive participants 2009-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 83
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: WINKLER GROUP LTD 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	8
Total of all active and inactive participants	2009-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	83
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for WINKLER GROUP LTD 401(K) PLAN

2009: WINKLER GROUP LTD 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WINKLER GROUP, LTD.
Employer identification number (EIN):	050472255
NAIC Classification:	424300