DAVID WINSTON INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID WINSTON INC PROFIT SHARING PLAN
Measure | Date | Value |
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2023: DAVID WINSTON INC PROFIT SHARING PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
Total of all active and inactive participants | 2023-01-01 | 2 |
Total participants | 2023-01-01 | 2 |
Number of participants with account balances | 2023-01-01 | 2 |
2022: DAVID WINSTON INC PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 2 |
2021: DAVID WINSTON INC PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DAVID WINSTON INC PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
2019: DAVID WINSTON INC PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
2018: DAVID WINSTON INC PROFIT SHARING 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 | 2 |
Total of all active and inactive participants | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 2 |
Number of participants with account balances | 2018-01-01 | 2 |
2017: DAVID WINSTON INC PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
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: DAVID WINSTON INC PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
2015: DAVID WINSTON INC PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: DAVID WINSTON INC PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
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 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DAVID WINSTON INC PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
2012: DAVID WINSTON INC PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Total participants | 2012-01-01 | 2 |
2011: DAVID WINSTON INC PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: DAVID WINSTON INC PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 2 |
Number of participants with account balances | 2010-01-01 | 2 |
2009: DAVID WINSTON INC PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
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 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2023 : DAVID WINSTON INC PROFIT SHARING PLAN 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $168,135 |
Expenses. Total of all expenses incurred | 2023-12-31 | $12,444 |
Total plan assets at end of year | 2023-12-31 | $1,061,997 |
Total plan assets at beginning of year | 2023-12-31 | $906,306 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $12,444 |
Other income received | 2023-12-31 | $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 |
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Total income from all sources | 2022-12-31 | $-96,232 |
Expenses. Total of all expenses incurred | 2022-12-31 | $11,876 |
Total plan assets at end of year | 2022-12-31 | $906,306 |
Total plan assets at beginning of year | 2022-12-31 | $1,014,414 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $11,876 |
Other income received | 2022-12-31 | $-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 |
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Total income from all sources | 2021-12-31 | $155,332 |
Expenses. Total of all expenses incurred | 2021-12-31 | $11,944 |
Total plan assets at end of year | 2021-12-31 | $1,014,414 |
Total plan assets at beginning of year | 2021-12-31 | $871,026 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $11,944 |
Other income received | 2021-12-31 | $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 |
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Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $175,919 |
Expenses. Total of all expenses incurred | 2020-12-31 | $9,152 |
Total plan assets at end of year | 2020-12-31 | $871,026 |
Total plan assets at beginning of year | 2020-12-31 | $704,259 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $9,152 |
Other income received | 2020-12-31 | $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 |
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Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $140,900 |
Expenses. Total of all expenses incurred | 2019-12-31 | $7,205 |
Total plan assets at end of year | 2019-12-31 | $704,259 |
Total plan assets at beginning of year | 2019-12-31 | $570,564 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,205 |
Other income received | 2019-12-31 | $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 |
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Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $25,141 |
Expenses. Total of all expenses incurred | 2018-12-31 | $5,898 |
Total plan assets at end of year | 2018-12-31 | $570,564 |
Total plan assets at beginning of year | 2018-12-31 | $551,321 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,898 |
Other income received | 2018-12-31 | $-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 |
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Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $92,998 |
Expenses. Total of all expenses incurred | 2017-12-31 | $4,885 |
Total plan assets at end of year | 2017-12-31 | $551,321 |
Total plan assets at beginning of year | 2017-12-31 | $463,208 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,885 |
Other income received | 2017-12-31 | $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 |
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Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $90,346 |
Expenses. Total of all expenses incurred | 2016-12-31 | $3,095 |
Total plan assets at end of year | 2016-12-31 | $463,208 |
Total plan assets at beginning of year | 2016-12-31 | $375,957 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,095 |
Other income received | 2016-12-31 | $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 |
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Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $43,515 |
Expenses. Total of all expenses incurred | 2015-12-31 | $105 |
Total plan assets at end of year | 2015-12-31 | $375,957 |
Total plan assets at beginning of year | 2015-12-31 | $332,547 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $105 |
Other income received | 2015-12-31 | $-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 |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $74,541 |
Expenses. Total of all expenses incurred | 2014-12-31 | $105 |
Total plan assets at end of year | 2014-12-31 | $332,547 |
Total plan assets at beginning of year | 2014-12-31 | $258,111 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $105 |
Other income received | 2014-12-31 | $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 |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $25,534 |
Expenses. Total of all expenses incurred | 2013-12-31 | $140 |
Total plan assets at end of year | 2013-12-31 | $258,111 |
Total plan assets at beginning of year | 2013-12-31 | $232,717 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $140 |
Other income received | 2013-12-31 | $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 |
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Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $42,520 |
Expenses. Total of all expenses incurred | 2012-12-31 | $140 |
Total plan assets at end of year | 2012-12-31 | $232,717 |
Total plan assets at beginning of year | 2012-12-31 | $190,337 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $140 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $12,643 |
Expenses. Total of all expenses incurred | 2011-12-31 | $140 |
Total plan assets at end of year | 2011-12-31 | $190,337 |
Total plan assets at beginning of year | 2011-12-31 | $177,834 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $15,121 |
Expenses. Total of all expenses incurred | 2010-12-31 | $140 |
Total plan assets at end of year | 2010-12-31 | $177,834 |
Total plan assets at beginning of year | 2010-12-31 | $162,853 |
Other income received | 2010-12-31 | $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 |
2023: DAVID WINSTON INC PROFIT SHARING PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: DAVID WINSTON INC PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: DAVID WINSTON INC PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: DAVID WINSTON INC PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: DAVID WINSTON INC PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: DAVID WINSTON INC PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: DAVID WINSTON INC PROFIT SHARING 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: DAVID WINSTON INC PROFIT SHARING 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: DAVID WINSTON INC PROFIT SHARING 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: DAVID WINSTON INC PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DAVID WINSTON INC PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DAVID WINSTON INC PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DAVID WINSTON INC PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: DAVID WINSTON INC PROFIT SHARING PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DAVID WINSTON INC PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |