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DAVID WINSTON INC PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID WINSTON INC PROFIT SHARING PLAN
Plan identification number 001

DAVID WINSTON INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

DAVID WINSTON INC has sponsored the creation of one or more 401k plans.

Company Name:DAVID WINSTON INC
Employer identification number (EIN):223586460
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about DAVID WINSTON INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2895714

More information about DAVID WINSTON INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID WINSTON INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID WINSTON2024-07-26 DAVID WINSTON2024-07-26
0012022-01-01DAVID WINSTON2023-07-14 DAVID WINSTON2023-07-14
0012021-01-01DAVID WINSTON2022-07-20 DAVID WINSTON2022-07-20
0012020-01-01DAVID WINSTON2021-07-26 DAVID WINSTON2021-07-26
0012019-01-01DAVID WINSTON2020-07-29 DAVID WINSTON2020-07-29
0012018-01-01DAVID WINSTON2019-07-29 DAVID WINSTON2019-07-29
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DAVID WINSTON
0012011-01-01DAVID WINSTON
0012010-01-01DAVID WINSTON
0012009-01-01DAVID WINSTON

Plan Statistics for DAVID WINSTON INC PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID WINSTON INC PROFIT SHARING PLAN

Measure Date Value
2023: DAVID WINSTON INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Total of all active and inactive participants2023-01-012
Total participants2023-01-012
Number of participants with account balances2023-01-012
2022: DAVID WINSTON INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Total of all active and inactive participants2022-01-012
Total participants2022-01-012
Number of participants with account balances2022-01-012
2021: DAVID WINSTON INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Total of all active and inactive participants2021-01-012
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: DAVID WINSTON INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012
Total number of active participants reported on line 7a of the Form 55002020-01-012
Total of all active and inactive participants2020-01-012
Total participants2020-01-012
Number of participants with account balances2020-01-012
2019: DAVID WINSTON INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-012
Total of all active and inactive participants2019-01-012
Total participants2019-01-012
Number of participants with account balances2019-01-012
2018: DAVID WINSTON INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-012
Total of all active and inactive participants2018-01-012
Total participants2018-01-012
Number of participants with account balances2018-01-012
2017: DAVID WINSTON INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Total of all active and inactive participants2017-01-012
Total participants2017-01-012
Number of participants with account balances2017-01-012
2016: DAVID WINSTON INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Total of all active and inactive participants2016-01-012
Total participants2016-01-012
Number of participants with account balances2016-01-012
2015: DAVID WINSTON INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: DAVID WINSTON INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DAVID WINSTON INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: DAVID WINSTON INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: DAVID WINSTON INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVID WINSTON INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: DAVID WINSTON INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DAVID WINSTON INC PROFIT SHARING PLAN

Measure Date Value
2023 : DAVID WINSTON INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$168,135
Expenses. Total of all expenses incurred2023-12-31$12,444
Total plan assets at end of year2023-12-31$1,061,997
Total plan assets at beginning of year2023-12-31$906,306
Expenses. Other expenses not covered elsewhere2023-12-31$12,444
Other income received2023-12-31$122,741
Net income (gross income less expenses)2023-12-31$155,691
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,061,997
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$906,306
Total contributions received or receivable from employer(s)2023-12-31$45,394
2022 : DAVID WINSTON INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-96,232
Expenses. Total of all expenses incurred2022-12-31$11,876
Total plan assets at end of year2022-12-31$906,306
Total plan assets at beginning of year2022-12-31$1,014,414
Expenses. Other expenses not covered elsewhere2022-12-31$11,876
Other income received2022-12-31$-143,577
Net income (gross income less expenses)2022-12-31$-108,108
Net plan assets at end of year (total assets less liabilities)2022-12-31$906,306
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,014,414
Total contributions received or receivable from employer(s)2022-12-31$47,345
2021 : DAVID WINSTON INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$155,332
Expenses. Total of all expenses incurred2021-12-31$11,944
Total plan assets at end of year2021-12-31$1,014,414
Total plan assets at beginning of year2021-12-31$871,026
Expenses. Other expenses not covered elsewhere2021-12-31$11,944
Other income received2021-12-31$83,713
Net income (gross income less expenses)2021-12-31$143,388
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,014,414
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$871,026
Total contributions received or receivable from employer(s)2021-12-31$71,619
2020 : DAVID WINSTON INC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$175,919
Expenses. Total of all expenses incurred2020-12-31$9,152
Total plan assets at end of year2020-12-31$871,026
Total plan assets at beginning of year2020-12-31$704,259
Expenses. Other expenses not covered elsewhere2020-12-31$9,152
Other income received2020-12-31$87,768
Net income (gross income less expenses)2020-12-31$166,767
Net plan assets at end of year (total assets less liabilities)2020-12-31$871,026
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$704,259
Total contributions received or receivable from employer(s)2020-12-31$88,151
2019 : DAVID WINSTON INC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$140,900
Expenses. Total of all expenses incurred2019-12-31$7,205
Total plan assets at end of year2019-12-31$704,259
Total plan assets at beginning of year2019-12-31$570,564
Expenses. Other expenses not covered elsewhere2019-12-31$7,205
Other income received2019-12-31$100,245
Net income (gross income less expenses)2019-12-31$133,695
Net plan assets at end of year (total assets less liabilities)2019-12-31$704,259
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$570,564
Total contributions received or receivable from employer(s)2019-12-31$40,655
2018 : DAVID WINSTON INC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$25,141
Expenses. Total of all expenses incurred2018-12-31$5,898
Total plan assets at end of year2018-12-31$570,564
Total plan assets at beginning of year2018-12-31$551,321
Expenses. Other expenses not covered elsewhere2018-12-31$5,898
Other income received2018-12-31$-25,659
Net income (gross income less expenses)2018-12-31$19,243
Net plan assets at end of year (total assets less liabilities)2018-12-31$570,564
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$551,321
Total contributions received or receivable from employer(s)2018-12-31$50,800
2017 : DAVID WINSTON INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$92,998
Expenses. Total of all expenses incurred2017-12-31$4,885
Total plan assets at end of year2017-12-31$551,321
Total plan assets at beginning of year2017-12-31$463,208
Expenses. Other expenses not covered elsewhere2017-12-31$4,885
Other income received2017-12-31$42,118
Net income (gross income less expenses)2017-12-31$88,113
Net plan assets at end of year (total assets less liabilities)2017-12-31$551,321
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$463,208
Total contributions received or receivable from employer(s)2017-12-31$50,880
2016 : DAVID WINSTON INC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$90,346
Expenses. Total of all expenses incurred2016-12-31$3,095
Total plan assets at end of year2016-12-31$463,208
Total plan assets at beginning of year2016-12-31$375,957
Expenses. Other expenses not covered elsewhere2016-12-31$3,095
Other income received2016-12-31$29,708
Net income (gross income less expenses)2016-12-31$87,251
Net plan assets at end of year (total assets less liabilities)2016-12-31$463,208
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$375,957
Total contributions received or receivable from employer(s)2016-12-31$60,638
2015 : DAVID WINSTON INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$43,515
Expenses. Total of all expenses incurred2015-12-31$105
Total plan assets at end of year2015-12-31$375,957
Total plan assets at beginning of year2015-12-31$332,547
Expenses. Other expenses not covered elsewhere2015-12-31$105
Other income received2015-12-31$-10,244
Net income (gross income less expenses)2015-12-31$43,410
Net plan assets at end of year (total assets less liabilities)2015-12-31$375,957
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$332,547
Total contributions received or receivable from employer(s)2015-12-31$53,759
2014 : DAVID WINSTON INC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$74,541
Expenses. Total of all expenses incurred2014-12-31$105
Total plan assets at end of year2014-12-31$332,547
Total plan assets at beginning of year2014-12-31$258,111
Expenses. Other expenses not covered elsewhere2014-12-31$105
Other income received2014-12-31$13,187
Net income (gross income less expenses)2014-12-31$74,436
Net plan assets at end of year (total assets less liabilities)2014-12-31$332,547
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$258,111
Total contributions received or receivable from employer(s)2014-12-31$61,354
2013 : DAVID WINSTON INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$25,534
Expenses. Total of all expenses incurred2013-12-31$140
Total plan assets at end of year2013-12-31$258,111
Total plan assets at beginning of year2013-12-31$232,717
Expenses. Other expenses not covered elsewhere2013-12-31$140
Other income received2013-12-31$20,436
Net income (gross income less expenses)2013-12-31$25,394
Net plan assets at end of year (total assets less liabilities)2013-12-31$258,111
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$232,717
Total contributions received or receivable from employer(s)2013-12-31$5,098
2012 : DAVID WINSTON INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$42,520
Expenses. Total of all expenses incurred2012-12-31$140
Total plan assets at end of year2012-12-31$232,717
Total plan assets at beginning of year2012-12-31$190,337
Expenses. Other expenses not covered elsewhere2012-12-31$140
Other income received2012-12-31$15,225
Net income (gross income less expenses)2012-12-31$42,380
Net plan assets at end of year (total assets less liabilities)2012-12-31$232,717
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$190,337
Total contributions received or receivable from employer(s)2012-12-31$27,295
2011 : DAVID WINSTON INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,643
Expenses. Total of all expenses incurred2011-12-31$140
Total plan assets at end of year2011-12-31$190,337
Total plan assets at beginning of year2011-12-31$177,834
Other income received2011-12-31$-3,470
Net income (gross income less expenses)2011-12-31$12,503
Net plan assets at end of year (total assets less liabilities)2011-12-31$190,337
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$177,834
Total contributions received or receivable from employer(s)2011-12-31$16,113
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$140
2010 : DAVID WINSTON INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$15,121
Expenses. Total of all expenses incurred2010-12-31$140
Total plan assets at end of year2010-12-31$177,834
Total plan assets at beginning of year2010-12-31$162,853
Other income received2010-12-31$11,515
Net income (gross income less expenses)2010-12-31$14,981
Net plan assets at end of year (total assets less liabilities)2010-12-31$177,834
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$162,853
Total contributions received or receivable from employer(s)2010-12-31$3,606
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$140

Form 5500 Responses for DAVID WINSTON INC PROFIT SHARING PLAN

2023: DAVID WINSTON INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DAVID WINSTON INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID WINSTON INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID WINSTON INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID WINSTON INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID WINSTON INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID WINSTON INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID WINSTON INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID WINSTON INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID WINSTON INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID WINSTON INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID WINSTON INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID WINSTON INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVID WINSTON INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVID WINSTON INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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