401k Plan data: WINTERS & COMPANY, LTD. CASH BALANCE PLAN plan

WINTERS & COMPANY, LTD. CASH BALANCE PLAN 401k Plan overview

Plan Name	WINTERS & COMPANY, LTD. CASH BALANCE PLAN
Plan identification number	002

WINTERS & COMPANY, LTD. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINTERS & COMPANY, LTD. has sponsored the creation of one or more 401k plans.

Company Name: WINTERS & COMPANY, LTD.

Employer identification number (EIN): 113671256

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTERS & COMPANY, LTD. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 ROBERT WINTERS 2017-05-11
002 2015-01-01 ROBERT WINTERS 2016-05-11
002 2014-01-01 ROBERT WINTERS 2015-08-11
002 2013-01-01 ROBERT WINTERS 2014-05-28
002 2012-01-01 ROBERT WINTERS 2013-09-23
002 2011-01-01 ROBERT WINTERS 2012-08-16
002 2009-01-01 ROBERT L. WINTERS ROBERT L. WINTERS 2010-10-05
002 2009-01-01 ROBERT L. WINTERS ROBERT L. WINTERS 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	ROBERT WINTERS	2017-05-11
002	2015-01-01	ROBERT WINTERS	2016-05-11
002	2014-01-01	ROBERT WINTERS	2015-08-11
002	2013-01-01	ROBERT WINTERS	2014-05-28
002	2012-01-01	ROBERT WINTERS	2013-09-23
002	2011-01-01	ROBERT WINTERS	2012-08-16
002	2009-01-01	ROBERT L. WINTERS		ROBERT L. WINTERS	2010-10-05
002	2009-01-01	ROBERT L. WINTERS		ROBERT L. WINTERS	2010-10-05

Plan Statistics for WINTERS & COMPANY, LTD. CASH BALANCE PLAN

401k plan membership statisitcs for WINTERS & COMPANY, LTD. CASH BALANCE PLAN

Measure Date Value
2025: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-17 12
Total number of particpants at end of year 2025-06-17 12
2024: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-06-12 11
Total number of particpants at end of year 2024-06-12 11
2022: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 1,531,029
Acturial value of plan assets 2022-12-31 1,531,029
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 1,357,463
Number of active participants 2022-12-31 11
Total funding liabilities for active participants 2022-12-31 1,361,029
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 1,361,029
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 32,362
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 32,362
Present value of excess contributions 2022-12-31 36,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 38,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 37,297
Total employer contributions 2022-12-31 211,877
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 199,421
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 99,364
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 199,421
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 1,271,656
Acturial value of plan assets 2021-12-31 1,271,656
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 1
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 1,176,641
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 1,176,641
Total participant count 2021-12-31 9
Total funding target for all participants 2021-12-31 1,176,641
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 80,443
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 50,964
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 29,479
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 32,362
Total employer contributions 2021-12-31 66,700
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 62,450
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 88,582
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 25,929
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 25,929
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 62,450
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 1,140,762
Acturial value of plan assets 2020-12-31 1,140,762
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 8,986
Active participant vested funding target 2020-12-31 1,037,235
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 1,042,743
Total participant count 2020-12-31 9
Total funding target for all participants 2020-12-31 1,051,729
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 67,953
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 67,953
Present value of excess contributions 2020-12-31 2,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 3,055
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 80,443
Total employer contributions 2020-12-31 31,211
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 29,169
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 87,873
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 79,283
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 50,114
Additional cash requirement 2020-12-31 29,169
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 29,169
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 874,860
Acturial value of plan assets 2019-12-31 874,860
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 896,265
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 896,265
Total participant count 2019-12-31 7
Total funding target for all participants 2019-12-31 896,265
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 76,670
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 76,670
Present value of excess contributions 2019-12-31 63,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 67,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 67,953
Total employer contributions 2019-12-31 108,010
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 101,550
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 84,133
Net shortfall amortization installment of oustanding balance 2019-12-31 89,358
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 98,653
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 98,653
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 101,550
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 880,653
Acturial value of plan assets 2018-12-31 880,653
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 752,630
Number of active participants 2018-12-31 6
Total funding liabilities for active participants 2018-12-31 755,252
Total participant count 2018-12-31 7
Total funding target for all participants 2018-12-31 755,252
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 64,793
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 64,793
Present value of excess contributions 2018-12-31 139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 76,670
Total employer contributions 2018-12-31 93,557
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 87,877
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 72,689
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 23,958
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 23,958
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 87,877
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 697,137
Acturial value of plan assets 2017-12-31 697,137
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 629,763
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 631,938
Total participant count 2017-12-31 5
Total funding target for all participants 2017-12-31 631,938
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 195,746
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 195,746
Present value of excess contributions 2017-12-31 93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 99
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 99
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 150,000
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 64,793
Total employer contributions 2017-12-31 62,344
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 57,397
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 57,664
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 57,258
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 57,258
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 57,397
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 582,667
Acturial value of plan assets 2016-12-31 582,667
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 526,712
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 527,755
Total participant count 2016-12-31 5
Total funding target for all participants 2016-12-31 527,755
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 165,600
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 165,600
Present value of excess contributions 2016-12-31 33,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 35,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 35,379
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 195,746
Total employer contributions 2016-12-31 59,250
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 54,330
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 54,237
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 54,237
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 54,237
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 54,330
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-17	12
Total number of particpants at end of year	2025-06-17	12
2024: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-12	11
Total number of particpants at end of year	2024-06-12	11
2022: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	1,531,029
Acturial value of plan assets	2022-12-31	1,531,029
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	1,357,463
Number of active participants	2022-12-31	11
Total funding liabilities for active participants	2022-12-31	1,361,029
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	1,361,029
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	32,362
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	32,362
Present value of excess contributions	2022-12-31	36,521
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	38,533
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	37,297
Total employer contributions	2022-12-31	211,877
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	199,421
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	99,364
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	199,421
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,271,656
Acturial value of plan assets	2021-12-31	1,271,656
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	1,176,641
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	1,176,641
Total participant count	2021-12-31	9
Total funding target for all participants	2021-12-31	1,176,641
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	80,443
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	50,964
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	29,479
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	32,362
Total employer contributions	2021-12-31	66,700
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	62,450
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	88,582
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	25,929
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	25,929
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	62,450
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	1,140,762
Acturial value of plan assets	2020-12-31	1,140,762
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	8,986
Active participant vested funding target	2020-12-31	1,037,235
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	1,042,743
Total participant count	2020-12-31	9
Total funding target for all participants	2020-12-31	1,051,729
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	67,953
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	67,953
Present value of excess contributions	2020-12-31	2,897
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	3,055
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	80,443
Total employer contributions	2020-12-31	31,211
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	29,169
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	87,873
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	79,283
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	50,114
Additional cash requirement	2020-12-31	29,169
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	29,169
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	874,860
Acturial value of plan assets	2019-12-31	874,860
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	896,265
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	896,265
Total participant count	2019-12-31	7
Total funding target for all participants	2019-12-31	896,265
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	76,670
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	76,670
Present value of excess contributions	2019-12-31	63,919
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	67,486
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	67,953
Total employer contributions	2019-12-31	108,010
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	101,550
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	84,133
Net shortfall amortization installment of oustanding balance	2019-12-31	89,358
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	98,653
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	98,653
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	101,550
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	880,653
Acturial value of plan assets	2018-12-31	880,653
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	752,630
Number of active participants	2018-12-31	6
Total funding liabilities for active participants	2018-12-31	755,252
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	755,252
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	64,793
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	64,793
Present value of excess contributions	2018-12-31	139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	76,670
Total employer contributions	2018-12-31	93,557
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	87,877
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	72,689
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	23,958
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	23,958
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	87,877
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	697,137
Acturial value of plan assets	2017-12-31	697,137
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	629,763
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	631,938
Total participant count	2017-12-31	5
Total funding target for all participants	2017-12-31	631,938
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	195,746
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	195,746
Present value of excess contributions	2017-12-31	93
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	99
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	99
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	150,000
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	64,793
Total employer contributions	2017-12-31	62,344
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	57,397
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	57,664
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	57,258
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	57,258
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	57,397
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	582,667
Acturial value of plan assets	2016-12-31	582,667
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	526,712
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	527,755
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	527,755
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	165,600
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	165,600
Present value of excess contributions	2016-12-31	33,326
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	35,379
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	35,379
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	195,746
Total employer contributions	2016-12-31	59,250
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	54,330
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	54,237
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	54,237
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	54,237
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	54,330
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WINTERS & COMPANY, LTD. CASH BALANCE PLAN

Measure	Date	Value
2025 : WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-17	0
Total liabilities as of the beginning of the plan year	2025-06-17	0
Total expenses incurred by plan in this plan year	2025-06-17	7535
Net assets as of the end of the plan year	2025-06-17	2097497
Total assets as of the beginning of the plan year	2025-06-17	1940728
Value of plan covered by a fidelity bond	2025-06-17	500000
Participant contributions to plan in this plan year	2025-06-17	0
Other expenses paid from plan in this plan year	2025-06-17	0
Other contributions to plan in this plan year	2025-06-17	0
Other income to plan in this plan year	2025-06-17	164304
Plan net income in this plan year	2025-06-17	156769
Net assets as of the end of the plan year	2025-06-17	2097497
Net assets as of the beginning of the plan year	2025-06-17	1940728
Employer contributions to plan in this plan year	2025-06-17	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-17	7535
2024 : WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-06-12	0
Total liabilities as of the beginning of the plan year	2024-06-12	0
Total expenses incurred by plan in this plan year	2024-06-12	7588
Net assets as of the end of the plan year	2024-06-12	1940728
Total assets as of the beginning of the plan year	2024-06-12	1593253
Value of plan covered by a fidelity bond	2024-06-12	500000
Participant contributions to plan in this plan year	2024-06-12	0
Other expenses paid from plan in this plan year	2024-06-12	0
Other contributions to plan in this plan year	2024-06-12	0
Other income to plan in this plan year	2024-06-12	239263
Plan net income in this plan year	2024-06-12	347475
Net assets as of the end of the plan year	2024-06-12	1940728
Net assets as of the beginning of the plan year	2024-06-12	1593253
Employer contributions to plan in this plan year	2024-06-12	115800
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-12	7588
2010 : WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$67,131
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$241,976
Total plan assets at beginning of year	2010-12-31	$174,845
Value of fidelity bond covering the plan	2010-12-31	$50,000
Other income received	2010-12-31	$20,905
Net income (gross income less expenses)	2010-12-31	$67,131
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$241,976
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$174,845
Total contributions received or receivable from employer(s)	2010-12-31	$46,226
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for WINTERS & COMPANY, LTD. CASH BALANCE PLAN

2009: WINTERS & COMPANY, LTD. CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WINTERS & COMPANY, LTD.
Employer identification number (EIN):	113671256
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants