401k Plan data: WINSTON FAMILY 401K RETIREMENT PLAN plan

WINSTON FAMILY 401K RETIREMENT PLAN 401k Plan overview

Plan Name	WINSTON FAMILY 401K RETIREMENT PLAN
Plan identification number	001

WINSTON FAMILY 401K RETIREMENT 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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

WINSTON FAMILY RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name: WINSTON FAMILY RETIREMENT PLAN

Employer identification number (EIN): 205920163

NAIC Classification: 335100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINSTON FAMILY 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 STEVEN WINSTON
001 2015-10-01 STEVEN WINSTON
001 2014-10-01 STEVEN WINSTON STEVEN WINSTON 2016-07-14
001 2013-10-01 STEVEN WINSTON 2016-07-14 STEVEN WINSTON 2016-07-14
001 2012-10-01 STEVEN WINSTON STEVEN WINSTON 2014-06-04
001 2011-10-01 STEVEN WINSTON STEVEN WINSTON 2014-06-04
001 2010-10-01 STEVEN WINSTON STEVEN WINSTON 2013-06-06
001 2009-10-01 STEVEN WINSTON
001 2008-10-01
001 2008-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	STEVEN WINSTON
001	2015-10-01	STEVEN WINSTON
001	2014-10-01	STEVEN WINSTON		STEVEN WINSTON	2016-07-14
001	2013-10-01	STEVEN WINSTON	2016-07-14	STEVEN WINSTON	2016-07-14
001	2012-10-01	STEVEN WINSTON		STEVEN WINSTON	2014-06-04
001	2011-10-01	STEVEN WINSTON		STEVEN WINSTON	2014-06-04
001	2010-10-01	STEVEN WINSTON		STEVEN WINSTON	2013-06-06
001	2009-10-01	STEVEN WINSTON
001	2008-10-01
001	2008-10-01

Plan Statistics for WINSTON FAMILY 401K RETIREMENT PLAN

401k plan membership statisitcs for WINSTON FAMILY 401K RETIREMENT PLAN

Measure Date Value
2019: WINSTON FAMILY 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 2
Total of all active and inactive participants 2019-10-01 2
Total participants 2019-10-01 2
Number of participants with account balances 2019-10-01 1
2018: WINSTON FAMILY 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 2
Total of all active and inactive participants 2018-10-01 2
Total participants 2018-10-01 2
Number of participants with account balances 2018-10-01 1
2017: WINSTON FAMILY 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 2
Total of all active and inactive participants 2017-10-01 2
Total participants 2017-10-01 2
Number of participants with account balances 2017-10-01 1
2016: WINSTON FAMILY 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 2
Total of all active and inactive participants 2016-10-01 2
Total participants 2016-10-01 2
Number of participants with account balances 2016-10-01 1
2015: WINSTON FAMILY 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 2
Total of all active and inactive participants 2015-10-01 2
Total participants 2015-10-01 2
Number of participants with account balances 2015-10-01 1
2014: WINSTON FAMILY 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 2
Total of all active and inactive participants 2014-10-01 2
Total participants 2014-10-01 2
Number of participants with account balances 2014-10-01 1
2013: WINSTON FAMILY 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 2
Total of all active and inactive participants 2013-10-01 2
Total participants 2013-10-01 2
Number of participants with account balances 2013-10-01 1
2012: WINSTON FAMILY 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 2
Total of all active and inactive participants 2012-10-01 2
Total participants 2012-10-01 2
Number of participants with account balances 2012-10-01 1
2011: WINSTON FAMILY 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 2
Total of all active and inactive participants 2011-10-01 2
Total participants 2011-10-01 2
Number of participants with account balances 2011-10-01 1
2010: WINSTON FAMILY 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 2
Total of all active and inactive participants 2010-10-01 2
Total participants 2010-10-01 2
Number of participants with account balances 2010-10-01 1
2009: WINSTON FAMILY 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 2
Total of all active and inactive participants 2009-10-01 2
Total participants 2009-10-01 2
Number of participants with account balances 2009-10-01 1

Measure	Date	Value
2019: WINSTON FAMILY 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	2
Total of all active and inactive participants	2019-10-01	2
Total participants	2019-10-01	2
Number of participants with account balances	2019-10-01	1
2018: WINSTON FAMILY 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	2
Total of all active and inactive participants	2018-10-01	2
Total participants	2018-10-01	2
Number of participants with account balances	2018-10-01	1
2017: WINSTON FAMILY 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	2
Total of all active and inactive participants	2017-10-01	2
Total participants	2017-10-01	2
Number of participants with account balances	2017-10-01	1
2016: WINSTON FAMILY 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	2
Total of all active and inactive participants	2016-10-01	2
Total participants	2016-10-01	2
Number of participants with account balances	2016-10-01	1
2015: WINSTON FAMILY 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	2
Total of all active and inactive participants	2015-10-01	2
Total participants	2015-10-01	2
Number of participants with account balances	2015-10-01	1
2014: WINSTON FAMILY 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	2
Total of all active and inactive participants	2014-10-01	2
Total participants	2014-10-01	2
Number of participants with account balances	2014-10-01	1
2013: WINSTON FAMILY 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	2
Total of all active and inactive participants	2013-10-01	2
Total participants	2013-10-01	2
Number of participants with account balances	2013-10-01	1
2012: WINSTON FAMILY 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	2
Total of all active and inactive participants	2012-10-01	2
Total participants	2012-10-01	2
Number of participants with account balances	2012-10-01	1
2011: WINSTON FAMILY 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	2
Total of all active and inactive participants	2011-10-01	2
Total participants	2011-10-01	2
Number of participants with account balances	2011-10-01	1
2010: WINSTON FAMILY 401K RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	2
Total of all active and inactive participants	2010-10-01	2
Total participants	2010-10-01	2
Number of participants with account balances	2010-10-01	1
2009: WINSTON FAMILY 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	2
Total of all active and inactive participants	2009-10-01	2
Total participants	2009-10-01	2
Number of participants with account balances	2009-10-01	1

Financial Data on WINSTON FAMILY 401K RETIREMENT PLAN

Measure	Date	Value
2020 : WINSTON FAMILY 401K RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$137,709
Expenses. Total of all expenses incurred	2020-09-30	$0
Total plan assets at end of year	2020-09-30	$584,678
Total plan assets at beginning of year	2020-09-30	$446,969
Other income received	2020-09-30	$137,709
Net income (gross income less expenses)	2020-09-30	$137,709
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$584,678
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$446,969
Assets. Value of employer securities	2020-09-30	$584,678
2019 : WINSTON FAMILY 401K RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$51,771
Expenses. Total of all expenses incurred	2019-09-30	$0
Total plan assets at end of year	2019-09-30	$446,969
Total plan assets at beginning of year	2019-09-30	$395,198
Other income received	2019-09-30	$51,771
Net income (gross income less expenses)	2019-09-30	$51,771
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$446,969
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$395,198
Assets. Value of employer securities	2019-09-30	$446,969
2017 : WINSTON FAMILY 401K RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$31,133
Expenses. Total of all expenses incurred	2017-09-30	$0
Total plan assets at end of year	2017-09-30	$331,133
Total plan assets at beginning of year	2017-09-30	$300,000
Other income received	2017-09-30	$31,133
Net income (gross income less expenses)	2017-09-30	$31,133
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$331,133
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$300,000
Assets. Value of employer securities	2017-09-30	$331,133
2016 : WINSTON FAMILY 401K RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$5,000
Expenses. Total of all expenses incurred	2016-09-30	$0
Total plan assets at end of year	2016-09-30	$300,000
Total plan assets at beginning of year	2016-09-30	$295,000
Other income received	2016-09-30	$5,000
Net income (gross income less expenses)	2016-09-30	$5,000
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$300,000
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$295,000
Assets. Value of employer securities	2016-09-30	$300,000
2015 : WINSTON FAMILY 401K RETIREMENT PLAN 2015 401k financial data
Total plan assets at end of year	2015-09-30	$295,000
Total plan assets at beginning of year	2015-09-30	$295,000
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$295,000
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$295,000
Assets. Value of employer securities	2015-09-30	$295,000
2014 : WINSTON FAMILY 401K RETIREMENT PLAN 2014 401k financial data
Total plan assets at end of year	2014-09-30	$295,000
Total plan assets at beginning of year	2014-09-30	$295,000
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$295,000
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$295,000
Assets. Value of employer securities	2014-09-30	$295,000
2013 : WINSTON FAMILY 401K RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$0
Expenses. Total of all expenses incurred	2013-09-30	$0
Total plan assets at end of year	2013-09-30	$295,000
Total plan assets at beginning of year	2013-09-30	$295,000
Expenses. Other expenses not covered elsewhere	2013-09-30	$0
Other income received	2013-09-30	$0
Net income (gross income less expenses)	2013-09-30	$0
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$295,000
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$295,000
Assets. Value of employer securities	2013-09-30	$295,000
2012 : WINSTON FAMILY 401K RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$0
Total income from all sources	2012-09-30	$0
Expenses. Total of all expenses incurred	2012-09-30	$0
Total plan assets at end of year	2012-09-30	$295,000
Total plan assets at beginning of year	2012-09-30	$295,000
Expenses. Other expenses not covered elsewhere	2012-09-30	$0
Other income received	2012-09-30	$0
Net income (gross income less expenses)	2012-09-30	$0
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$295,000
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$295,000
Assets. Value of employer securities	2012-09-30	$295,000
2011 : WINSTON FAMILY 401K RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$15,000
Total plan assets at end of year	2011-09-30	$295,000
Total plan assets at beginning of year	2011-09-30	$300,128
Net income (gross income less expenses)	2011-09-30	$15,000
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$295,000
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$300,128
Assets. Value of employer securities	2011-09-30	$295,000
Total contributions received or receivable from employer(s)	2011-09-30	$15,000

Form 5500 Responses for WINSTON FAMILY 401K RETIREMENT PLAN

2019: WINSTON FAMILY 401K RETIREMENT PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: WINSTON FAMILY 401K RETIREMENT PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: WINSTON FAMILY 401K RETIREMENT PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: WINSTON FAMILY 401K RETIREMENT PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: WINSTON FAMILY 401K RETIREMENT PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: WINSTON FAMILY 401K RETIREMENT PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: WINSTON FAMILY 401K RETIREMENT PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: WINSTON FAMILY 401K RETIREMENT PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: WINSTON FAMILY 401K RETIREMENT PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: WINSTON FAMILY 401K RETIREMENT PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: WINSTON FAMILY 401K RETIREMENT PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes
2008: WINSTON FAMILY 401K RETIREMENT PLAN 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

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Company Name:	WINSTON FAMILY RETIREMENT PLAN
Employer identification number (EIN):	205920163
NAIC Classification:	335100