401k Plan data: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN plan

WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 401k Plan overview

Plan Name	WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN
Plan identification number	016

WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WINDES, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
016 2022-06-01 DENNIS HADEEN 2024-03-15
016 2021-06-01 JAMES A. CORDOVA 2023-03-13
016 2020-06-01 JAMES A. CORDOVA 2022-03-14
016 2019-06-01 JAMES A. CORDOVA 2021-03-15
016 2018-06-01 JOHN DICARLO 2020-03-16
016 2017-06-01
016 2016-06-01
016 2015-06-01
016 2014-06-01 JOHN DICARLO
016 2013-06-01 JOHN DICARLO
016 2012-06-01 JOHN DICARLO
016 2011-06-01 JOHN DICARLO
016 2010-06-01 JOHN DICARLO
016 2009-06-01 JOHN DICARLO JOHN DICARLO 2010-12-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
016	2022-06-01	DENNIS HADEEN	2024-03-15
016	2021-06-01	JAMES A. CORDOVA	2023-03-13
016	2020-06-01	JAMES A. CORDOVA	2022-03-14
016	2019-06-01	JAMES A. CORDOVA	2021-03-15
016	2018-06-01	JOHN DICARLO	2020-03-16
016	2017-06-01
016	2016-06-01
016	2015-06-01
016	2014-06-01	JOHN DICARLO
016	2013-06-01	JOHN DICARLO
016	2012-06-01	JOHN DICARLO
016	2011-06-01	JOHN DICARLO
016	2010-06-01	JOHN DICARLO
016	2009-06-01	JOHN DICARLO		JOHN DICARLO	2010-12-23

Plan Statistics for WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN

401k plan membership statisitcs for WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN

Measure Date Value
2022: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 73
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 49
Number of retired or separated participants receiving benefits 2022-06-01 23
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 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 72
Number of participants with account balances 2022-06-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 88
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 48
Number of retired or separated participants receiving benefits 2021-06-01 25
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 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 73
Number of participants with account balances 2021-06-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 88
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 29
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 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 88
Number of participants with account balances 2020-06-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 96
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 18
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 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 88
Number of participants with account balances 2019-06-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 108
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 72
Number of retired or separated participants receiving benefits 2018-06-01 24
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 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 96
Number of participants with account balances 2018-06-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-06-01 106
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 20
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 108
Number of participants with account balances 2017-06-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 88
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 11
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 113
Number of participants with account balances 2016-06-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 82
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 16
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 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 88
Number of participants with account balances 2015-06-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 91
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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 14
Number of other retired or separated participants entitled to future benefits 2012-06-01 0
Total of all active and inactive participants 2012-06-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 91
Number of participants with account balances 2012-06-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 0
2010: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 0
2009: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 102
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
2022: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	73
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	49
Number of retired or separated participants receiving benefits	2022-06-01	23
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	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	72
Number of participants with account balances	2022-06-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	88
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	48
Number of retired or separated participants receiving benefits	2021-06-01	25
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	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	73
Number of participants with account balances	2021-06-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	88
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	29
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	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	88
Number of participants with account balances	2020-06-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	96
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	18
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	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	88
Number of participants with account balances	2019-06-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	108
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	72
Number of retired or separated participants receiving benefits	2018-06-01	24
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	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	96
Number of participants with account balances	2018-06-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-06-01	106
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	20
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	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	108
Number of participants with account balances	2017-06-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	88
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	11
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	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	113
Number of participants with account balances	2016-06-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	82
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	16
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	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	88
Number of participants with account balances	2015-06-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	91
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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	14
Number of other retired or separated participants entitled to future benefits	2012-06-01	0
Total of all active and inactive participants	2012-06-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	91
Number of participants with account balances	2012-06-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	0
2010: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	0
2009: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	102
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

Financial Data on WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN

Measure	Date	Value
2023 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-05-31	$0
Total plan liabilities at beginning of year	2023-05-31	$0
Total income from all sources	2023-05-31	$1,679,225
Expenses. Total of all expenses incurred	2023-05-31	$477,860
Benefits paid (including direct rollovers)	2023-05-31	$411,245
Total plan assets at end of year	2023-05-31	$16,505,517
Total plan assets at beginning of year	2023-05-31	$15,304,152
Value of fidelity bond covering the plan	2023-05-31	$500,000
Total contributions received or receivable from participants	2023-05-31	$576,595
Expenses. Other expenses not covered elsewhere	2023-05-31	$66,615
Contributions received from other sources (not participants or employers)	2023-05-31	$0
Other income received	2023-05-31	$306,658
Noncash contributions received	2023-05-31	$0
Net income (gross income less expenses)	2023-05-31	$1,201,365
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$16,505,517
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$15,304,152
Assets. Value of participant loans	2023-05-31	$101,143
Total contributions received or receivable from employer(s)	2023-05-31	$795,972
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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-05-31	$0
Total income from all sources	2022-05-31	$-93,038
Expenses. Total of all expenses incurred	2022-05-31	$864,359
Benefits paid (including direct rollovers)	2022-05-31	$864,359
Total plan assets at end of year	2022-05-31	$15,304,152
Total plan assets at beginning of year	2022-05-31	$16,261,549
Value of fidelity bond covering the plan	2022-05-31	$500,000
Total contributions received or receivable from participants	2022-05-31	$647,986
Expenses. Other expenses not covered elsewhere	2022-05-31	$0
Contributions received from other sources (not participants or employers)	2022-05-31	$0
Other income received	2022-05-31	$-1,399,158
Noncash contributions received	2022-05-31	$0
Net income (gross income less expenses)	2022-05-31	$-957,397
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$15,304,152
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$16,261,549
Assets. Value of participant loans	2022-05-31	$77,173
Total contributions received or receivable from employer(s)	2022-05-31	$658,134
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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$4,496,440
Expenses. Total of all expenses incurred	2021-05-31	$365,762
Benefits paid (including direct rollovers)	2021-05-31	$365,762
Total plan assets at end of year	2021-05-31	$16,261,549
Total plan assets at beginning of year	2021-05-31	$12,130,871
Value of fidelity bond covering the plan	2021-05-31	$500,000
Total contributions received or receivable from participants	2021-05-31	$537,711
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	$3,300,256
Noncash contributions received	2021-05-31	$0
Net income (gross income less expenses)	2021-05-31	$4,130,678
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$16,261,549
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$12,130,871
Assets. Value of participant loans	2021-05-31	$169,110
Total contributions received or receivable from employer(s)	2021-05-31	$658,473
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
2020 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$2,363,043
Expenses. Total of all expenses incurred	2020-05-31	$487,502
Benefits paid (including direct rollovers)	2020-05-31	$487,502
Total plan assets at end of year	2020-05-31	$12,130,871
Total plan assets at beginning of year	2020-05-31	$10,255,330
Value of fidelity bond covering the plan	2020-05-31	$500,000
Total contributions received or receivable from participants	2020-05-31	$495,016
Expenses. Other expenses not covered elsewhere	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$0
Other income received	2020-05-31	$1,200,886
Noncash contributions received	2020-05-31	$0
Net income (gross income less expenses)	2020-05-31	$1,875,541
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$12,130,871
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$10,255,330
Assets. Value of participant loans	2020-05-31	$176,395
Total contributions received or receivable from employer(s)	2020-05-31	$667,141
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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-05-31	$0
Total plan liabilities at beginning of year	2019-05-31	$0
Total income from all sources	2019-05-31	$1,289,941
Expenses. Total of all expenses incurred	2019-05-31	$320,593
Benefits paid (including direct rollovers)	2019-05-31	$320,593
Total plan assets at end of year	2019-05-31	$10,255,330
Total plan assets at beginning of year	2019-05-31	$9,285,982
Value of fidelity bond covering the plan	2019-05-31	$500,000
Total contributions received or receivable from participants	2019-05-31	$462,803
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$228,593
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$969,348
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$10,255,330
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$9,285,982
Assets. Value of participant loans	2019-05-31	$237,901
Total contributions received or receivable from employer(s)	2019-05-31	$598,545
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$1,911,951
Expenses. Total of all expenses incurred	2018-05-31	$269,555
Benefits paid (including direct rollovers)	2018-05-31	$269,555
Total plan assets at end of year	2018-05-31	$9,285,982
Total plan assets at beginning of year	2018-05-31	$7,643,586
Value of fidelity bond covering the plan	2018-05-31	$500,000
Total contributions received or receivable from participants	2018-05-31	$477,435
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$851,239
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$1,642,396
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$9,285,982
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$7,643,586
Assets. Value of participant loans	2018-05-31	$128,668
Total contributions received or receivable from employer(s)	2018-05-31	$583,277
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
2017 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$1,658,430
Expenses. Total of all expenses incurred	2017-05-31	$141,758
Benefits paid (including direct rollovers)	2017-05-31	$152,585
Total plan assets at end of year	2017-05-31	$7,643,586
Total plan assets at beginning of year	2017-05-31	$6,126,914
Value of fidelity bond covering the plan	2017-05-31	$500,000
Total contributions received or receivable from participants	2017-05-31	$423,497
Expenses. Other expenses not covered elsewhere	2017-05-31	$-10,827
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$766,620
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$1,516,672
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$7,643,586
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$6,126,914
Assets. Value of participant loans	2017-05-31	$139,452
Total contributions received or receivable from employer(s)	2017-05-31	$468,313
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
2016 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$775,348
Expenses. Total of all expenses incurred	2016-05-31	$812,402
Benefits paid (including direct rollovers)	2016-05-31	$812,114
Total plan assets at end of year	2016-05-31	$6,126,914
Total plan assets at beginning of year	2016-05-31	$6,163,968
Value of fidelity bond covering the plan	2016-05-31	$500,000
Total contributions received or receivable from participants	2016-05-31	$399,387
Expenses. Other expenses not covered elsewhere	2016-05-31	$288
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$-56,188
Noncash contributions received	2016-05-31	$0
Net income (gross income less expenses)	2016-05-31	$-37,054
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$6,126,914
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$6,163,968
Assets. Value of participant loans	2016-05-31	$137,319
Total contributions received or receivable from employer(s)	2016-05-31	$432,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-05-31	$0
Total income from all sources	2015-05-31	$1,146,042
Expenses. Total of all expenses incurred	2015-05-31	$304,537
Benefits paid (including direct rollovers)	2015-05-31	$302,677
Total plan assets at end of year	2015-05-31	$6,163,968
Total plan assets at beginning of year	2015-05-31	$5,322,463
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$375,159
Other income received	2015-05-31	$387,830
Net income (gross income less expenses)	2015-05-31	$841,505
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$6,163,968
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$5,322,463
Assets. Value of participant loans	2015-05-31	$94,390
Total contributions received or receivable from employer(s)	2015-05-31	$383,053
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$1,860
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$1,433,087
Expenses. Total of all expenses incurred	2014-05-31	$591,813
Benefits paid (including direct rollovers)	2014-05-31	$586,474
Total plan assets at end of year	2014-05-31	$5,322,463
Total plan assets at beginning of year	2014-05-31	$4,481,189
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$377,934
Expenses. Other expenses not covered elsewhere	2014-05-31	$5,339
Other income received	2014-05-31	$682,751
Net income (gross income less expenses)	2014-05-31	$841,274
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$5,322,463
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$4,481,189
Assets. Value of participant loans	2014-05-31	$46,072
Total contributions received or receivable from employer(s)	2014-05-31	$372,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$1,347,663
Expenses. Total of all expenses incurred	2013-05-31	$575,428
Benefits paid (including direct rollovers)	2013-05-31	$575,428
Total plan assets at end of year	2013-05-31	$4,481,189
Total plan assets at beginning of year	2013-05-31	$3,708,954
Value of fidelity bond covering the plan	2013-05-31	$500,000
Total contributions received or receivable from participants	2013-05-31	$351,041
Other income received	2013-05-31	$668,889
Net income (gross income less expenses)	2013-05-31	$772,235
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$4,481,189
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$3,708,954
Assets. Value of participant loans	2013-05-31	$28,930
Total contributions received or receivable from employer(s)	2013-05-31	$327,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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	$524,686
Expenses. Total of all expenses incurred	2012-05-31	$293,734
Benefits paid (including direct rollovers)	2012-05-31	$293,734
Total plan assets at end of year	2012-05-31	$3,708,954
Total plan assets at beginning of year	2012-05-31	$3,478,002
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$306,391
Expenses. Other expenses not covered elsewhere	2012-05-31	$0
Contributions received from other sources (not participants or employers)	2012-05-31	$0
Other income received	2012-05-31	$-85,673
Noncash contributions received	2012-05-31	$0
Net income (gross income less expenses)	2012-05-31	$230,952
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$3,708,954
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$3,478,002
Assets. Value of participant loans	2012-05-31	$32,626
Total contributions received or receivable from employer(s)	2012-05-31	$303,968
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
2011 : WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$1,094,581
Expenses. Total of all expenses incurred	2011-05-31	$63,385
Benefits paid (including direct rollovers)	2011-05-31	$62,384
Total plan assets at end of year	2011-05-31	$3,478,002
Total plan assets at beginning of year	2011-05-31	$2,446,806
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$320,484
Expenses. Other expenses not covered elsewhere	2011-05-31	$1,001
Other income received	2011-05-31	$414,948
Net income (gross income less expenses)	2011-05-31	$1,031,196
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$3,478,002
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$2,446,806
Assets. Value of participant loans	2011-05-31	$56,747
Total contributions received or receivable from employer(s)	2011-05-31	$359,149
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0

Form 5500 Responses for WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN

2022: WINDES & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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 & MCCLAUGHRY ACCOUNTANCY CORPORATION EMPLOYEES PROFIT SHARING/401K PLAN 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

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Company Name:	WINDES, INC.
Employer identification number (EIN):	953001179
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

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