DAVID WINSTON INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID WINSTON INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : DAVID WINSTON INC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $168,135 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $12,444 |
| Total plan assets at end of year | 2023-12-31 | $1,061,997 |
| Total plan assets at beginning of year | 2023-12-31 | $906,306 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $12,444 |
| Other income received | 2023-12-31 | $122,741 |
| Net income (gross income less expenses) | 2023-12-31 | $155,691 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,061,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $906,306 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $45,394 |
| 2022 : DAVID WINSTON INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-96,232 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $11,876 |
| Total plan assets at end of year | 2022-12-31 | $906,306 |
| Total plan assets at beginning of year | 2022-12-31 | $1,014,414 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $11,876 |
| Other income received | 2022-12-31 | $-143,577 |
| Net income (gross income less expenses) | 2022-12-31 | $-108,108 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $906,306 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,014,414 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $47,345 |
| 2021 : DAVID WINSTON INC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $155,332 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $11,944 |
| Total plan assets at end of year | 2021-12-31 | $1,014,414 |
| Total plan assets at beginning of year | 2021-12-31 | $871,026 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $11,944 |
| Other income received | 2021-12-31 | $83,713 |
| Net income (gross income less expenses) | 2021-12-31 | $143,388 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,014,414 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $871,026 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $71,619 |
| 2020 : DAVID WINSTON INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $175,919 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $9,152 |
| Total plan assets at end of year | 2020-12-31 | $871,026 |
| Total plan assets at beginning of year | 2020-12-31 | $704,259 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $9,152 |
| Other income received | 2020-12-31 | $87,768 |
| Net income (gross income less expenses) | 2020-12-31 | $166,767 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $871,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $704,259 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $88,151 |
| 2019 : DAVID WINSTON INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $140,900 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $7,205 |
| Total plan assets at end of year | 2019-12-31 | $704,259 |
| Total plan assets at beginning of year | 2019-12-31 | $570,564 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,205 |
| Other income received | 2019-12-31 | $100,245 |
| Net income (gross income less expenses) | 2019-12-31 | $133,695 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $704,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $570,564 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $40,655 |
| 2018 : DAVID WINSTON INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $25,141 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,898 |
| Total plan assets at end of year | 2018-12-31 | $570,564 |
| Total plan assets at beginning of year | 2018-12-31 | $551,321 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $5,898 |
| Other income received | 2018-12-31 | $-25,659 |
| Net income (gross income less expenses) | 2018-12-31 | $19,243 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $570,564 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $551,321 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $50,800 |
| 2017 : DAVID WINSTON INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $92,998 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,885 |
| Total plan assets at end of year | 2017-12-31 | $551,321 |
| Total plan assets at beginning of year | 2017-12-31 | $463,208 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $4,885 |
| Other income received | 2017-12-31 | $42,118 |
| Net income (gross income less expenses) | 2017-12-31 | $88,113 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $551,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $463,208 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,880 |
| 2016 : DAVID WINSTON INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $90,346 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,095 |
| Total plan assets at end of year | 2016-12-31 | $463,208 |
| Total plan assets at beginning of year | 2016-12-31 | $375,957 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,095 |
| Other income received | 2016-12-31 | $29,708 |
| Net income (gross income less expenses) | 2016-12-31 | $87,251 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $463,208 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $375,957 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $60,638 |
| 2015 : DAVID WINSTON INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $43,515 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $105 |
| Total plan assets at end of year | 2015-12-31 | $375,957 |
| Total plan assets at beginning of year | 2015-12-31 | $332,547 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $105 |
| Other income received | 2015-12-31 | $-10,244 |
| Net income (gross income less expenses) | 2015-12-31 | $43,410 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $375,957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $332,547 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $53,759 |
| 2014 : DAVID WINSTON INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $74,541 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $105 |
| Total plan assets at end of year | 2014-12-31 | $332,547 |
| Total plan assets at beginning of year | 2014-12-31 | $258,111 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $105 |
| Other income received | 2014-12-31 | $13,187 |
| Net income (gross income less expenses) | 2014-12-31 | $74,436 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $332,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $258,111 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $61,354 |
| 2013 : DAVID WINSTON INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $25,534 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $140 |
| Total plan assets at end of year | 2013-12-31 | $258,111 |
| Total plan assets at beginning of year | 2013-12-31 | $232,717 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $140 |
| Other income received | 2013-12-31 | $20,436 |
| Net income (gross income less expenses) | 2013-12-31 | $25,394 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $258,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $232,717 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $5,098 |
| 2012 : DAVID WINSTON INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $42,520 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $140 |
| Total plan assets at end of year | 2012-12-31 | $232,717 |
| Total plan assets at beginning of year | 2012-12-31 | $190,337 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $140 |
| Other income received | 2012-12-31 | $15,225 |
| Net income (gross income less expenses) | 2012-12-31 | $42,380 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $232,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $190,337 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $27,295 |
| 2011 : DAVID WINSTON INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $12,643 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $140 |
| Total plan assets at end of year | 2011-12-31 | $190,337 |
| Total plan assets at beginning of year | 2011-12-31 | $177,834 |
| Other income received | 2011-12-31 | $-3,470 |
| Net income (gross income less expenses) | 2011-12-31 | $12,503 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $190,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $177,834 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,113 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $140 |
| 2010 : DAVID WINSTON INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $15,121 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $140 |
| Total plan assets at end of year | 2010-12-31 | $177,834 |
| Total plan assets at beginning of year | 2010-12-31 | $162,853 |
| Other income received | 2010-12-31 | $11,515 |
| Net income (gross income less expenses) | 2010-12-31 | $14,981 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $177,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $162,853 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,606 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $140 |
| 2023: DAVID WINSTON INC PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DAVID WINSTON INC PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DAVID WINSTON INC PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DAVID WINSTON INC PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DAVID WINSTON INC PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVID WINSTON INC PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVID WINSTON INC PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID WINSTON INC PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID WINSTON INC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID WINSTON INC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DAVID WINSTON INC PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID WINSTON INC PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID WINSTON INC PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID WINSTON INC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID WINSTON INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |