401k Plan data: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN plan

WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINKLER, KURTZ & WINKLER LLP has sponsored the creation of one or more 401k plans.

Company Name: WINKLER, KURTZ & WINKLER LLP

Employer identification number (EIN): 112868840

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 JASON W HAKE 2023-03-29 JASON W HAKE 2023-03-29
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 RICHARD WINKLER RICHARD WINKLER 2019-04-30
001 2017-01-01 RICHARD WINKLER RICHARD WINKLER 2018-03-15
001 2016-01-01 RICHARD WINKLER RICHARD WINKLER 2017-04-11
001 2015-01-01 RICHARD WINKLER RICHARD WINKLER 2016-03-30
001 2014-01-01 RICHARD WINKLER RICHARD WINKLER 2015-04-24
001 2013-01-01 RICHARD WINKLER 2014-08-28 RICHARD WINKLER 2014-08-28
001 2012-01-01 WINKLER KURTZ WINKLER LLP 2013-05-29
001 2011-01-01 WINKLER KURTZ WINKLER LLP 2012-05-22
001 2010-01-01 WINKLER KURTZ WINKLER LLP 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	JASON W HAKE	2023-03-29	JASON W HAKE	2023-03-29
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	RICHARD WINKLER		RICHARD WINKLER	2019-04-30
001	2017-01-01	RICHARD WINKLER		RICHARD WINKLER	2018-03-15
001	2016-01-01	RICHARD WINKLER		RICHARD WINKLER	2017-04-11
001	2015-01-01	RICHARD WINKLER		RICHARD WINKLER	2016-03-30
001	2014-01-01	RICHARD WINKLER		RICHARD WINKLER	2015-04-24
001	2013-01-01	RICHARD WINKLER	2014-08-28	RICHARD WINKLER	2014-08-28
001	2012-01-01	WINKLER KURTZ WINKLER LLP	2013-05-29
001	2011-01-01	WINKLER KURTZ WINKLER LLP	2012-05-22
001	2010-01-01	WINKLER KURTZ WINKLER LLP	2011-07-29

Plan Statistics for WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
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 4
Total of all active and inactive participants 2023-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 15
Number of participants with account balances 2023-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
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 4
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 4
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 9
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
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 4
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 8
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2023: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
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	4
Total of all active and inactive participants	2023-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	15
Number of participants with account balances	2023-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
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	4
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	4
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	9
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
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	4
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	8
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$447,635
Expenses. Total of all expenses incurred	2023-12-31	$20,236
Benefits paid (including direct rollovers)	2023-12-31	$20,223
Total plan assets at end of year	2023-12-31	$1,256,137
Total plan assets at beginning of year	2023-12-31	$828,738
Value of fidelity bond covering the plan	2023-12-31	$120,000
Total contributions received or receivable from participants	2023-12-31	$81,354
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$178,033
Other income received	2023-12-31	$161,289
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$427,399
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,256,137
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$828,738
Assets. Value of participant loans	2023-12-31	$5,933
Total contributions received or receivable from employer(s)	2023-12-31	$26,959
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$13
2022 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-244,739
Expenses. Total of all expenses incurred	2022-12-31	$1,178,797
Benefits paid (including direct rollovers)	2022-12-31	$1,178,797
Total plan assets at end of year	2022-12-31	$828,738
Total plan assets at beginning of year	2022-12-31	$2,252,274
Value of fidelity bond covering the plan	2022-12-31	$120,000
Total contributions received or receivable from participants	2022-12-31	$78,197
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-346,756
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,423,536
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$828,738
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,252,274
Total contributions received or receivable from employer(s)	2022-12-31	$23,820
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$331,036
Expenses. Total of all expenses incurred	2021-12-31	$48,217
Benefits paid (including direct rollovers)	2021-12-31	$48,217
Total plan assets at end of year	2021-12-31	$2,252,274
Total plan assets at beginning of year	2021-12-31	$1,969,455
Value of fidelity bond covering the plan	2021-12-31	$120,000
Total contributions received or receivable from participants	2021-12-31	$69,921
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$3,169
Other income received	2021-12-31	$234,368
Net income (gross income less expenses)	2021-12-31	$282,819
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,252,274
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,969,455
Total contributions received or receivable from employer(s)	2021-12-31	$23,578
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$372,908
Expenses. Total of all expenses incurred	2020-12-31	$88,817
Benefits paid (including direct rollovers)	2020-12-31	$87,604
Total plan assets at end of year	2020-12-31	$1,969,455
Total plan assets at beginning of year	2020-12-31	$1,685,364
Value of fidelity bond covering the plan	2020-12-31	$120,000
Total contributions received or receivable from participants	2020-12-31	$86,874
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$255,543
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$284,091
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,969,455
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,685,364
Total contributions received or receivable from employer(s)	2020-12-31	$30,491
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,213
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$402,669
Expenses. Total of all expenses incurred	2019-12-31	$22,347
Benefits paid (including direct rollovers)	2019-12-31	$22,310
Total plan assets at end of year	2019-12-31	$1,685,364
Total plan assets at beginning of year	2019-12-31	$1,305,042
Value of fidelity bond covering the plan	2019-12-31	$120,000
Total contributions received or receivable from participants	2019-12-31	$68,123
Other income received	2019-12-31	$282,642
Net income (gross income less expenses)	2019-12-31	$380,322
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,685,364
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,305,042
Total contributions received or receivable from employer(s)	2019-12-31	$51,904
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$37
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$86,290
Expenses. Total of all expenses incurred	2018-12-31	$32,919
Benefits paid (including direct rollovers)	2018-12-31	$32,869
Total plan assets at end of year	2018-12-31	$1,305,042
Total plan assets at beginning of year	2018-12-31	$1,251,671
Value of fidelity bond covering the plan	2018-12-31	$120,000
Total contributions received or receivable from participants	2018-12-31	$70,692
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-56,820
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$53,371
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,305,042
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,251,671
Assets. Value of participant loans	2018-12-31	$9,375
Total contributions received or receivable from employer(s)	2018-12-31	$72,418
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$294,469
Expenses. Total of all expenses incurred	2017-12-31	$89,519
Benefits paid (including direct rollovers)	2017-12-31	$89,469
Total plan assets at end of year	2017-12-31	$1,251,671
Total plan assets at beginning of year	2017-12-31	$1,046,721
Value of fidelity bond covering the plan	2017-12-31	$120,000
Total contributions received or receivable from participants	2017-12-31	$68,815
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$191,893
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$204,950
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,251,671
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,046,721
Assets. Value of participant loans	2017-12-31	$12,531
Total contributions received or receivable from employer(s)	2017-12-31	$33,761
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$235,687
Expenses. Total of all expenses incurred	2016-12-31	$99,862
Benefits paid (including direct rollovers)	2016-12-31	$99,784
Total plan assets at end of year	2016-12-31	$1,046,721
Total plan assets at beginning of year	2016-12-31	$910,896
Value of fidelity bond covering the plan	2016-12-31	$120,000
Total contributions received or receivable from participants	2016-12-31	$75,006
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$61,449
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$135,825
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,046,721
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$910,896
Assets. Value of participant loans	2016-12-31	$15,548
Total contributions received or receivable from employer(s)	2016-12-31	$99,232
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$78
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$168,834
Expenses. Total of all expenses incurred	2015-12-31	$1,628
Benefits paid (including direct rollovers)	2015-12-31	$1,603
Total plan assets at end of year	2015-12-31	$910,896
Total plan assets at beginning of year	2015-12-31	$743,690
Value of fidelity bond covering the plan	2015-12-31	$40,448
Total contributions received or receivable from participants	2015-12-31	$98,655
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-21,269
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$167,206
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$910,896
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$743,690
Total contributions received or receivable from employer(s)	2015-12-31	$91,448
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$272,516
Expenses. Total of all expenses incurred	2014-12-31	$860
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$743,690
Total plan assets at beginning of year	2014-12-31	$472,034
Value of fidelity bond covering the plan	2014-12-31	$40,448
Total contributions received or receivable from participants	2014-12-31	$99,038
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$17,027
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$271,656
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$743,690
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$472,034
Assets. Value of participant loans	2014-12-31	$1,888
Total contributions received or receivable from employer(s)	2014-12-31	$156,451
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$860
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0

Form 5500 Responses for WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN

2023: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING 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: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING 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: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING 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
2020: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WINKLER, KURTZ & WINKLER LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINKLER, KURTZ & WINKLER LLP
Employer identification number (EIN):	112868840
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers