401k Plan data: THE DEWINTER GROUP 401(K)PLAN plan

THE DEWINTER GROUP 401(K)PLAN 401k Plan overview

Plan Name	THE DEWINTER GROUP 401(K)PLAN
Plan identification number	001

THE DEWINTER GROUP 401(K)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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

DEWINTER GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: DEWINTER GROUP, LLC

Employer identification number (EIN): 264419448

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DEWINTER GROUP 401(K)PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DENISE CAVALLARO 2019-05-02
001 2017-01-01 DENISE CAVALLARO 2018-05-14 DENISE CAVALLARO 2018-05-14
001 2016-01-01 DENISE CAVALLARO 2017-09-26
001 2015-01-01 DENISE CAVALLARO 2016-10-14 DENISE CAVALLARO 2016-10-14
001 2014-01-01 MIKE TOMASELLO 2015-05-19
001 2013-01-01 MIKE TOMASELLO 2014-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DENISE CAVALLARO	2019-05-02
001	2017-01-01	DENISE CAVALLARO	2018-05-14	DENISE CAVALLARO	2018-05-14
001	2016-01-01	DENISE CAVALLARO	2017-09-26
001	2015-01-01	DENISE CAVALLARO	2016-10-14	DENISE CAVALLARO	2016-10-14
001	2014-01-01	MIKE TOMASELLO	2015-05-19
001	2013-01-01	MIKE TOMASELLO	2014-10-14

Plan Statistics for THE DEWINTER GROUP 401(K)PLAN

401k plan membership statisitcs for THE DEWINTER GROUP 401(K)PLAN

Measure Date Value
2022: THE DEWINTER GROUP 401(K)PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 626
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 505
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 235
Total of all active and inactive participants 2022-01-01 740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 740
Number of participants with account balances 2022-01-01 550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE DEWINTER GROUP 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 450
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 130
Total of all active and inactive participants 2021-01-01 580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 580
Number of participants with account balances 2021-01-01 402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE DEWINTER GROUP 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 305
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 80
Total of all active and inactive participants 2020-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 385
Number of participants with account balances 2020-01-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE DEWINTER GROUP 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 122
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 183
Number of participants with account balances 2019-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: THE DEWINTER GROUP 401(K)PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	626
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	505
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	235
Total of all active and inactive participants	2022-01-01	740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	740
Number of participants with account balances	2022-01-01	550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE DEWINTER GROUP 401(K)PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	450
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	130
Total of all active and inactive participants	2021-01-01	580
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	580
Number of participants with account balances	2021-01-01	402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE DEWINTER GROUP 401(K)PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	305
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	80
Total of all active and inactive participants	2020-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	385
Number of participants with account balances	2020-01-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE DEWINTER GROUP 401(K)PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	122
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	183
Number of participants with account balances	2019-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THE DEWINTER GROUP 401(K)PLAN

Measure	Date	Value
2022 : THE DEWINTER GROUP 401(K)PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,983,752
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,245,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,084,422
Value of total corrective distributions	2022-12-31	$30,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,432,454
Value of total assets at end of year	2022-12-31	$14,731,245
Value of total assets at beginning of year	2022-12-31	$13,992,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$130,045
Total interest from all sources	2022-12-31	$16,665
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$226,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$226,092
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$3,678,162
Participant contributions at end of year	2022-12-31	$12,125
Participant contributions at beginning of year	2022-12-31	$7,425
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$754,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$738,451
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,731,245
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,992,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$109,732
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,628,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$13,047,832
Interest on participant loans	2022-12-31	$369
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,090,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$896,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$896,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$16,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,691,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$0
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$41,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,084,422
Contract administrator fees	2022-12-31	$20,313
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SENSIBA LLP
Accountancy firm EIN	2022-12-31	942370906
2021 : THE DEWINTER GROUP 401(K)PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,216,716
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,407,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,244,426
Value of total corrective distributions	2021-12-31	$58,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,320,401
Value of total assets at end of year	2021-12-31	$13,992,794
Value of total assets at beginning of year	2021-12-31	$10,183,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,804
Total interest from all sources	2021-12-31	$970
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$153,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$153,874
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,912,292
Participant contributions at end of year	2021-12-31	$7,425
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$2,155
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$366,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,809,495
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,992,794
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$10,183,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$92,284
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$13,047,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,325,827
Interest on participant loans	2021-12-31	$344
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$896,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$855,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$855,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$626
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,741,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$41,335
Employer contributions (assets) at end of year	2021-12-31	$41,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,244,426
Contract administrator fees	2021-12-31	$11,520
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SENSIBA SAN FILIPPO LLP
Accountancy firm EIN	2021-12-31	942370906
2020 : THE DEWINTER GROUP 401(K)PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,263,154
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$720,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$602,813
Value of total corrective distributions	2020-12-31	$51,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,926,489
Value of total assets at end of year	2020-12-31	$10,183,299
Value of total assets at beginning of year	2020-12-31	$7,641,055
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,428
Total interest from all sources	2020-12-31	$5,739
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$127,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$127,135
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,903,318
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$23,973
Participant contributions at end of year	2020-12-31	$2,155
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$23,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,542,244
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$10,183,299
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,641,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$63,638
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,325,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,864,877
Interest on participant loans	2020-12-31	$1,787
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$855,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$752,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$752,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$3,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,203,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$602,813
Contract administrator fees	2020-12-31	$2,790
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	SENSIBA SAN FILIPPO LLP
Accountancy firm EIN	2020-12-31	942370906
2019 : THE DEWINTER GROUP 401(K)PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,741,823
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$547,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$491,765
Value of total corrective distributions	2019-12-31	$1,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,357,807
Value of total assets at end of year	2019-12-31	$7,641,055
Value of total assets at beginning of year	2019-12-31	$5,446,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$54,264
Total interest from all sources	2019-12-31	$14,074
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$128,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$128,180
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,354,460
Participant contributions at end of year	2019-12-31	$23,973
Participant contributions at beginning of year	2019-12-31	$38,822
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,194,173
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,641,055
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,446,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$52,106
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,864,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,891,401
Interest on participant loans	2019-12-31	$625
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$752,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$516,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$516,659
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$13,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,241,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$491,765
Contract administrator fees	2019-12-31	$2,158
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SENSIBA SAN FILIPPO LLP
Accountancy firm EIN	2019-12-31	942370906

Form 5500 Responses for THE DEWINTER GROUP 401(K)PLAN

2022: THE DEWINTER GROUP 401(K)PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE DEWINTER GROUP 401(K)PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE DEWINTER GROUP 401(K)PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE DEWINTER GROUP 401(K)PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

THE DEWINTER GROUP 401(K) PLAN [EIN = 770542661]

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Company Name:	DEWINTER GROUP, LLC
Employer identification number (EIN):	264419448
NAIC Classification:	561300