Plan Name | WINDES, INC. MONEY PURCHASE PENSION PLAN I |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | WINDES, INC. |
Employer identification number (EIN): | 953001179 |
NAIC Classification: | 541211 |
NAIC Description: | Offices of Certified Public Accountants |
Additional information about WINDES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1975-04-15 |
Company Identification Number: | C0743123 |
Legal Registered Office Address: |
111 W. Ocean Boulevard, Suite 2200 Long Beach United States of America (USA) 90802 |
More information about WINDES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-06-01 | DENNIS HADEEN | 2024-03-15 | ||
002 | 2021-06-01 | JAMES A. CORDOVA | 2023-03-13 | ||
002 | 2020-06-01 | JAMES A. CORDOVA | 2022-03-14 | ||
002 | 2019-06-01 | JAMES A. CORDOVA | 2021-03-15 | ||
002 | 2018-06-01 | JOHN DICARLO | 2020-03-16 | ||
002 | 2017-06-01 | ||||
002 | 2016-06-01 | ||||
002 | 2015-06-01 | ||||
002 | 2014-06-01 | JOHN DICARLO | |||
002 | 2013-06-01 | JOHN DICARLO | |||
002 | 2012-06-01 | JOHN DICARLO | |||
002 | 2011-06-01 | JOHN DICARLO | |||
002 | 2010-06-01 | JOHN DICARLO | |||
002 | 2009-06-01 | JOHN DICARLO | JOHN DICARLO | 2010-12-23 |
Measure | Date | Value |
---|---|---|
2022: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 401k membership | ||
Total participants, beginning-of-year | 2022-06-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 50 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
Total of all active and inactive participants | 2022-06-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
Total participants | 2022-06-01 | 79 |
Number of participants with account balances | 2022-06-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
2021: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 401k membership | ||
Total participants, beginning-of-year | 2021-06-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 49 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 32 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
Total of all active and inactive participants | 2021-06-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
Total participants | 2021-06-01 | 81 |
Number of participants with account balances | 2021-06-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 1 |
2020: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 401k membership | ||
Total participants, beginning-of-year | 2020-06-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 59 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
Total of all active and inactive participants | 2020-06-01 | 93 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 0 |
Total participants | 2020-06-01 | 93 |
Number of participants with account balances | 2020-06-01 | 88 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 4 |
2019: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 401k membership | ||
Total participants, beginning-of-year | 2019-06-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 70 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 25 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
Total of all active and inactive participants | 2019-06-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
Total participants | 2019-06-01 | 95 |
Number of participants with account balances | 2019-06-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 4 |
2018: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 401k membership | ||
Total participants, beginning-of-year | 2018-06-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 73 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 31 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 104 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 0 |
Total participants | 2018-06-01 | 104 |
Number of participants with account balances | 2018-06-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 9 |
2017: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 401k membership | ||
Total participants, beginning-of-year | 2017-06-01 | 111 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 88 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
Total of all active and inactive participants | 2017-06-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 0 |
Total participants | 2017-06-01 | 111 |
Number of participants with account balances | 2017-06-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 7 |
2016: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 401k membership | ||
Total participants, beginning-of-year | 2016-06-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 102 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 0 |
Total of all active and inactive participants | 2016-06-01 | 111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 0 |
Total participants | 2016-06-01 | 111 |
Number of participants with account balances | 2016-06-01 | 111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-06-01 | 7 |
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 401k membership | ||
Total participants, beginning-of-year | 2015-06-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 72 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 0 |
Total of all active and inactive participants | 2015-06-01 | 86 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 0 |
Total participants | 2015-06-01 | 86 |
Number of participants with account balances | 2015-06-01 | 86 |
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 401k membership | ||
Total participants, beginning-of-year | 2014-06-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 69 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 0 |
Total of all active and inactive participants | 2014-06-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 0 |
Total participants | 2014-06-01 | 84 |
Number of participants with account balances | 2014-06-01 | 84 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-06-01 | 12 |
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 401k membership | ||
Total participants, beginning-of-year | 2013-06-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 75 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 0 |
Total of all active and inactive participants | 2013-06-01 | 90 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 0 |
Total participants | 2013-06-01 | 90 |
Number of participants with account balances | 2013-06-01 | 90 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 401k membership | ||
Total participants, beginning-of-year | 2012-06-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 77 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 10 |
Total of all active and inactive participants | 2012-06-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 0 |
Total participants | 2012-06-01 | 87 |
Number of participants with account balances | 2012-06-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 14 |
2011: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 401k membership | ||
Total participants, beginning-of-year | 2011-06-01 | 95 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 67 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 25 |
Total of all active and inactive participants | 2011-06-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 0 |
Total participants | 2011-06-01 | 92 |
Number of participants with account balances | 2011-06-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 15 |
2010: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 401k membership | ||
Total participants, beginning-of-year | 2010-06-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 72 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 0 |
Total of all active and inactive participants | 2010-06-01 | 95 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 0 |
Total participants | 2010-06-01 | 95 |
Number of participants with account balances | 2010-06-01 | 95 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 17 |
2009: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2009 401k membership | ||
Total participants, beginning-of-year | 2009-06-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 81 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 15 |
Total of all active and inactive participants | 2009-06-01 | 96 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 0 |
Total participants | 2009-06-01 | 96 |
Number of participants with account balances | 2009-06-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2023 401k financial data | ||
Total plan liabilities at beginning of year | 2023-05-31 | $0 |
Total income from all sources | 2023-05-31 | $351,040 |
Expenses. Total of all expenses incurred | 2023-05-31 | $119,677 |
Benefits paid (including direct rollovers) | 2023-05-31 | $96,874 |
Total plan assets at end of year | 2023-05-31 | $5,397,850 |
Total plan assets at beginning of year | 2023-05-31 | $5,166,487 |
Value of fidelity bond covering the plan | 2023-05-31 | $500,000 |
Total contributions received or receivable from participants | 2023-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-05-31 | $22,803 |
Contributions received from other sources (not participants or employers) | 2023-05-31 | $0 |
Other income received | 2023-05-31 | $93,759 |
Noncash contributions received | 2023-05-31 | $0 |
Net income (gross income less expenses) | 2023-05-31 | $231,363 |
Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $5,397,850 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $5,166,487 |
Assets. Value of participant loans | 2023-05-31 | $25,795 |
Total contributions received or receivable from employer(s) | 2023-05-31 | $257,281 |
Value of certain deemed distributions of participant loans | 2023-05-31 | $0 |
Value of corrective distributions | 2023-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $0 |
2022 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-05-31 | $0 |
Total plan liabilities at beginning of year | 2022-05-31 | $0 |
Total income from all sources | 2022-05-31 | $-217,841 |
Expenses. Total of all expenses incurred | 2022-05-31 | $301,078 |
Benefits paid (including direct rollovers) | 2022-05-31 | $301,078 |
Total plan assets at end of year | 2022-05-31 | $5,166,487 |
Total plan assets at beginning of year | 2022-05-31 | $5,685,406 |
Value of fidelity bond covering the plan | 2022-05-31 | $500,000 |
Total contributions received or receivable from participants | 2022-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-05-31 | $0 |
Other income received | 2022-05-31 | $-475,556 |
Noncash contributions received | 2022-05-31 | $0 |
Net income (gross income less expenses) | 2022-05-31 | $-518,919 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $5,166,487 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $5,685,406 |
Assets. Value of participant loans | 2022-05-31 | $9,244 |
Total contributions received or receivable from employer(s) | 2022-05-31 | $257,715 |
Value of certain deemed distributions of participant loans | 2022-05-31 | $0 |
Value of corrective distributions | 2022-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $0 |
2021 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-05-31 | $0 |
Total plan liabilities at beginning of year | 2021-05-31 | $0 |
Total income from all sources | 2021-05-31 | $1,476,997 |
Expenses. Total of all expenses incurred | 2021-05-31 | $108,108 |
Benefits paid (including direct rollovers) | 2021-05-31 | $108,108 |
Total plan assets at end of year | 2021-05-31 | $5,685,406 |
Total plan assets at beginning of year | 2021-05-31 | $4,316,517 |
Value of fidelity bond covering the plan | 2021-05-31 | $500,000 |
Total contributions received or receivable from participants | 2021-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-05-31 | $0 |
Other income received | 2021-05-31 | $1,230,177 |
Noncash contributions received | 2021-05-31 | $0 |
Net income (gross income less expenses) | 2021-05-31 | $1,368,889 |
Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $5,685,406 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $4,316,517 |
Assets. Value of participant loans | 2021-05-31 | $18,019 |
Total contributions received or receivable from employer(s) | 2021-05-31 | $246,820 |
Value of certain deemed distributions of participant loans | 2021-05-31 | $0 |
Value of corrective distributions | 2021-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-05-31 | $0 |
Minimum employer required contribution for this plan year | 2021-05-31 | $246,820 |
Amount contributed by the employer to the plan for this plan year | 2021-05-31 | $246,820 |
2020 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 401k financial data | ||
Total plan liabilities at end of year | 2020-05-31 | $0 |
Total plan liabilities at beginning of year | 2020-05-31 | $0 |
Total income from all sources | 2020-05-31 | $645,438 |
Expenses. Total of all expenses incurred | 2020-05-31 | $93,190 |
Benefits paid (including direct rollovers) | 2020-05-31 | $92,814 |
Total plan assets at end of year | 2020-05-31 | $4,316,517 |
Total plan assets at beginning of year | 2020-05-31 | $3,764,269 |
Value of fidelity bond covering the plan | 2020-05-31 | $500,000 |
Total contributions received or receivable from participants | 2020-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-05-31 | $376 |
Contributions received from other sources (not participants or employers) | 2020-05-31 | $0 |
Other income received | 2020-05-31 | $407,183 |
Noncash contributions received | 2020-05-31 | $0 |
Net income (gross income less expenses) | 2020-05-31 | $552,248 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $4,316,517 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $3,764,269 |
Assets. Value of participant loans | 2020-05-31 | $13,854 |
Total contributions received or receivable from employer(s) | 2020-05-31 | $238,255 |
Value of certain deemed distributions of participant loans | 2020-05-31 | $0 |
Value of corrective distributions | 2020-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $0 |
2019 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 401k financial data | ||
Total plan liabilities at beginning of year | 2019-05-31 | $0 |
Total income from all sources | 2019-05-31 | $323,174 |
Expenses. Total of all expenses incurred | 2019-05-31 | $77,463 |
Benefits paid (including direct rollovers) | 2019-05-31 | $77,056 |
Total plan assets at end of year | 2019-05-31 | $3,764,269 |
Total plan assets at beginning of year | 2019-05-31 | $3,518,558 |
Value of fidelity bond covering the plan | 2019-05-31 | $500,000 |
Total contributions received or receivable from participants | 2019-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-05-31 | $407 |
Contributions received from other sources (not participants or employers) | 2019-05-31 | $5,606 |
Other income received | 2019-05-31 | $75,081 |
Noncash contributions received | 2019-05-31 | $0 |
Net income (gross income less expenses) | 2019-05-31 | $245,711 |
Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $3,764,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $3,518,558 |
Assets. Value of participant loans | 2019-05-31 | $24,298 |
Total contributions received or receivable from employer(s) | 2019-05-31 | $242,487 |
Value of certain deemed distributions of participant loans | 2019-05-31 | $0 |
Value of corrective distributions | 2019-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-05-31 | $0 |
Minimum employer required contribution for this plan year | 2019-05-31 | $242,487 |
Amount contributed by the employer to the plan for this plan year | 2019-05-31 | $242,487 |
2018 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 401k financial data | ||
Total plan liabilities at end of year | 2018-05-31 | $0 |
Total plan liabilities at beginning of year | 2018-05-31 | $0 |
Total income from all sources | 2018-05-31 | $617,069 |
Expenses. Total of all expenses incurred | 2018-05-31 | $79,755 |
Benefits paid (including direct rollovers) | 2018-05-31 | $79,379 |
Total plan assets at end of year | 2018-05-31 | $3,518,558 |
Total plan assets at beginning of year | 2018-05-31 | $2,981,244 |
Value of fidelity bond covering the plan | 2018-05-31 | $500,000 |
Total contributions received or receivable from participants | 2018-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-05-31 | $376 |
Contributions received from other sources (not participants or employers) | 2018-05-31 | $23,589 |
Other income received | 2018-05-31 | $315,791 |
Noncash contributions received | 2018-05-31 | $0 |
Net income (gross income less expenses) | 2018-05-31 | $537,314 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $3,518,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $2,981,244 |
Assets. Value of participant loans | 2018-05-31 | $34,944 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $277,689 |
Value of certain deemed distributions of participant loans | 2018-05-31 | $0 |
Value of corrective distributions | 2018-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-05-31 | $0 |
Minimum employer required contribution for this plan year | 2018-05-31 | $277,689 |
Amount contributed by the employer to the plan for this plan year | 2018-05-31 | $277,689 |
2017 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 401k financial data | ||
Total plan liabilities at beginning of year | 2017-05-31 | $0 |
Total income from all sources | 2017-05-31 | $735,304 |
Expenses. Total of all expenses incurred | 2017-05-31 | $15,583 |
Benefits paid (including direct rollovers) | 2017-05-31 | $19,344 |
Total plan assets at end of year | 2017-05-31 | $2,981,244 |
Total plan assets at beginning of year | 2017-05-31 | $2,261,523 |
Value of fidelity bond covering the plan | 2017-05-31 | $500,000 |
Total contributions received or receivable from participants | 2017-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-05-31 | $-3,761 |
Contributions received from other sources (not participants or employers) | 2017-05-31 | $175,874 |
Other income received | 2017-05-31 | $311,602 |
Noncash contributions received | 2017-05-31 | $0 |
Net income (gross income less expenses) | 2017-05-31 | $719,721 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $2,981,244 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $2,261,523 |
Assets. Value of participant loans | 2017-05-31 | $19,481 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $247,828 |
Value of certain deemed distributions of participant loans | 2017-05-31 | $0 |
Value of corrective distributions | 2017-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-05-31 | $0 |
Minimum employer required contribution for this plan year | 2017-05-31 | $247,828 |
Amount contributed by the employer to the plan for this plan year | 2017-05-31 | $247,828 |
2016 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 401k financial data | ||
Total plan liabilities at end of year | 2016-05-31 | $0 |
Total plan liabilities at beginning of year | 2016-05-31 | $0 |
Total income from all sources | 2016-05-31 | $176,932 |
Expenses. Total of all expenses incurred | 2016-05-31 | $158,753 |
Benefits paid (including direct rollovers) | 2016-05-31 | $158,753 |
Total plan assets at end of year | 2016-05-31 | $2,261,523 |
Total plan assets at beginning of year | 2016-05-31 | $2,243,344 |
Value of fidelity bond covering the plan | 2016-05-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-05-31 | $0 |
Other income received | 2016-05-31 | $-26,055 |
Noncash contributions received | 2016-05-31 | $0 |
Net income (gross income less expenses) | 2016-05-31 | $18,179 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $2,261,523 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $2,243,344 |
Assets. Value of participant loans | 2016-05-31 | $13,385 |
Total contributions received or receivable from employer(s) | 2016-05-31 | $202,987 |
Value of certain deemed distributions of participant loans | 2016-05-31 | $0 |
Value of corrective distributions | 2016-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-05-31 | $0 |
Minimum employer required contribution for this plan year | 2016-05-31 | $202,987 |
Amount contributed by the employer to the plan for this plan year | 2016-05-31 | $202,987 |
2015 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-05-31 | $0 |
Total plan liabilities at beginning of year | 2015-05-31 | $0 |
Total income from all sources | 2015-05-31 | $725,543 |
Expenses. Total of all expenses incurred | 2015-05-31 | $119,749 |
Benefits paid (including direct rollovers) | 2015-05-31 | $119,345 |
Total plan assets at end of year | 2015-05-31 | $2,243,344 |
Total plan assets at beginning of year | 2015-05-31 | $1,637,550 |
Value of fidelity bond covering the plan | 2015-05-31 | $500,000 |
Contributions received from other sources (not participants or employers) | 2015-05-31 | $406,097 |
Other income received | 2015-05-31 | $131,036 |
Net income (gross income less expenses) | 2015-05-31 | $605,794 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $2,243,344 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $1,637,550 |
Assets. Value of participant loans | 2015-05-31 | $9,490 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $188,410 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $404 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-05-31 | $0 |
Minimum employer required contribution for this plan year | 2015-05-31 | $188,410 |
Amount contributed by the employer to the plan for this plan year | 2015-05-31 | $188,410 |
2014 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 401k financial data | ||
Transfers to/from the plan | 2014-05-31 | $0 |
Total plan liabilities at end of year | 2014-05-31 | $0 |
Total plan liabilities at beginning of year | 2014-05-31 | $0 |
Total income from all sources | 2014-05-31 | $378,810 |
Expenses. Total of all expenses incurred | 2014-05-31 | $195,670 |
Benefits paid (including direct rollovers) | 2014-05-31 | $193,089 |
Total plan assets at end of year | 2014-05-31 | $1,637,550 |
Total plan assets at beginning of year | 2014-05-31 | $1,454,410 |
Value of fidelity bond covering the plan | 2014-05-31 | $500,000 |
Total contributions received or receivable from participants | 2014-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-05-31 | $2,581 |
Contributions received from other sources (not participants or employers) | 2014-05-31 | $0 |
Other income received | 2014-05-31 | $195,030 |
Noncash contributions received | 2014-05-31 | $0 |
Net income (gross income less expenses) | 2014-05-31 | $183,140 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $1,637,550 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $1,454,410 |
Assets. Value of participant loans | 2014-05-31 | $18,486 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $183,780 |
Value of certain deemed distributions of participant loans | 2014-05-31 | $0 |
Value of corrective distributions | 2014-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-05-31 | $0 |
Minimum employer required contribution for this plan year | 2014-05-31 | $183,780 |
Amount contributed by the employer to the plan for this plan year | 2014-05-31 | $183,780 |
2013 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-05-31 | $0 |
Total plan liabilities at beginning of year | 2013-05-31 | $0 |
Total income from all sources | 2013-05-31 | $484,139 |
Expenses. Total of all expenses incurred | 2013-05-31 | $214,894 |
Benefits paid (including direct rollovers) | 2013-05-31 | $214,894 |
Total plan assets at end of year | 2013-05-31 | $1,454,410 |
Total plan assets at beginning of year | 2013-05-31 | $1,185,165 |
Value of fidelity bond covering the plan | 2013-05-31 | $500,000 |
Total contributions received or receivable from participants | 2013-05-31 | $40,265 |
Other income received | 2013-05-31 | $256,077 |
Net income (gross income less expenses) | 2013-05-31 | $269,245 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $1,454,410 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $1,185,165 |
Assets. Value of participant loans | 2013-05-31 | $16,962 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $187,797 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-05-31 | $0 |
Minimum employer required contribution for this plan year | 2013-05-31 | $187,797 |
Amount contributed by the employer to the plan for this plan year | 2013-05-31 | $187,797 |
2012 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 401k financial data | ||
Transfers to/from the plan | 2012-05-31 | $0 |
Total plan liabilities at end of year | 2012-05-31 | $0 |
Total plan liabilities at beginning of year | 2012-05-31 | $0 |
Total income from all sources | 2012-05-31 | $95,904 |
Expenses. Total of all expenses incurred | 2012-05-31 | $64,529 |
Benefits paid (including direct rollovers) | 2012-05-31 | $64,529 |
Total plan assets at end of year | 2012-05-31 | $1,185,165 |
Total plan assets at beginning of year | 2012-05-31 | $1,153,790 |
Value of fidelity bond covering the plan | 2012-05-31 | $500,000 |
Total contributions received or receivable from participants | 2012-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-05-31 | $416 |
Other income received | 2012-05-31 | $-53,188 |
Noncash contributions received | 2012-05-31 | $0 |
Net income (gross income less expenses) | 2012-05-31 | $31,375 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $1,185,165 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $1,153,790 |
Assets. Value of participant loans | 2012-05-31 | $18,897 |
Total contributions received or receivable from employer(s) | 2012-05-31 | $148,676 |
Value of certain deemed distributions of participant loans | 2012-05-31 | $0 |
Value of corrective distributions | 2012-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-05-31 | $0 |
Minimum employer required contribution for this plan year | 2012-05-31 | $148,676 |
Amount contributed by the employer to the plan for this plan year | 2012-05-31 | $148,676 |
2011 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 401k financial data | ||
Total income from all sources | 2011-05-31 | $383,211 |
Expenses. Total of all expenses incurred | 2011-05-31 | $33,543 |
Benefits paid (including direct rollovers) | 2011-05-31 | $33,214 |
Total plan assets at end of year | 2011-05-31 | $1,153,790 |
Total plan assets at beginning of year | 2011-05-31 | $804,122 |
Value of fidelity bond covering the plan | 2011-05-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-05-31 | $329 |
Contributions received from other sources (not participants or employers) | 2011-05-31 | $1,199 |
Other income received | 2011-05-31 | $203,129 |
Net income (gross income less expenses) | 2011-05-31 | $349,668 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $1,153,790 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $804,122 |
Assets. Value of participant loans | 2011-05-31 | $35,300 |
Total contributions received or receivable from employer(s) | 2011-05-31 | $178,883 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-05-31 | $0 |
Minimum employer required contribution for this plan year | 2011-05-31 | $178,883 |
Amount contributed by the employer to the plan for this plan year | 2011-05-31 | $178,883 |
2010 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 401k financial data | ||
Funding deficiency by the employer to the plan for this plan year | 2010-05-31 | $0 |
Minimum employer required contribution for this plan year | 2010-05-31 | $152,308 |
Amount contributed by the employer to the plan for this plan year | 2010-05-31 | $152,308 |
2022: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 form 5500 responses | ||
---|---|---|
2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Submission has been amended | No |
2022-06-01 | This submission is the final filing | No |
2022-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-06-01 | Plan is a collectively bargained plan | No |
2022-06-01 | Plan funding arrangement – Trust | Yes |
2022-06-01 | Plan benefit arrangement - Trust | Yes |
2021: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 form 5500 responses | ||
2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | No |
2021-06-01 | Plan funding arrangement – Trust | Yes |
2021-06-01 | Plan benefit arrangement - Trust | Yes |
2020: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 form 5500 responses | ||
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | No |
2020-06-01 | Plan funding arrangement – Trust | Yes |
2020-06-01 | Plan benefit arrangement - Trust | Yes |
2019: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 form 5500 responses | ||
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | No |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2018: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 form 5500 responses | ||
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
2017: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 form 5500 responses | ||
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | No |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 form 5500 responses | ||
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | No |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 form 5500 responses | ||
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | No |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 form 5500 responses | ||
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | No |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 form 5500 responses | ||
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | No |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 form 5500 responses | ||
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | No |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 form 5500 responses | ||
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | No |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2010: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 form 5500 responses | ||
2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Submission has been amended | No |
2010-06-01 | This submission is the final filing | No |
2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-06-01 | Plan is a collectively bargained plan | No |
2010-06-01 | Plan funding arrangement – Trust | Yes |
2010-06-01 | Plan benefit arrangement - Trust | Yes |
2009: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2009 form 5500 responses | ||
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | No |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |