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WINTERS & COMPANY CPAS PA 401k Plan overview

Plan NameWINTERS & COMPANY CPAS PA
Plan identification number 001

WINTERS & COMPANY CPAS PA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WINTERS & COMPANY CPAS PA has sponsored the creation of one or more 401k plans.

Company Name:WINTERS & COMPANY CPAS PA
Employer identification number (EIN):463851425
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINTERS & COMPANY CPAS PA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL WINTERS2024-10-11
0012022-01-01MICHAEL WINTERS2023-10-09
0012021-01-01MICHAEL WINTERS2022-10-05
0012020-01-01MICHAEL WINTERS2021-10-05
0012019-01-01MICHAEL WINTERS2020-10-09
0012018-01-01MICHAEL WINTERS2019-10-08
0012017-01-01MICHAEL WINTERS2018-10-09
0012016-01-01MICHAEL WINTERS2017-10-05
0012015-01-01MICHAEL WINTERS2016-10-12
0012014-01-01MICHAEL WINTERS2015-10-09

Plan Statistics for WINTERS & COMPANY CPAS PA

401k plan membership statisitcs for WINTERS & COMPANY CPAS PA

Measure Date Value
2025: WINTERS & COMPANY CPAS PA 2025 401k membership
Total number of particpants at beginning of year2025-10-144
Total number of particpants at end of year2025-10-144
Number of Participants With Account Balances2025-10-144
2024: WINTERS & COMPANY CPAS PA 2024 401k membership
Total number of particpants at beginning of year2024-10-114
Total number of particpants at end of year2024-10-114
Number of Participants With Account Balances2024-10-114
2022: WINTERS & COMPANY CPAS PA 2022 401k membership
Total number of particpants at beginning of year2022-10-053
Total number of particpants at end of year2022-10-054
Number of Participants With Account Balances2022-10-053

Financial Data on WINTERS & COMPANY CPAS PA

Measure Date Value
2025 : WINTERS & COMPANY CPAS PA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-14446867
Total assets as of the beginning of the plan year2025-10-14300076
Value of plan covered by a fidelity bond2025-10-1431000
Participant contributions to plan in this plan year2025-10-1430000
Value of participant loans at end of plan year2025-10-143821
Other income to plan in this plan year2025-10-1473291
Plan net income in this plan year2025-10-14146791
Net assets as of the end of the plan year2025-10-14446867
Net assets as of the beginning of the plan year2025-10-14300076
Employer contributions to plan in this plan year2025-10-1443500
2024 : WINTERS & COMPANY CPAS PA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-115560
Net assets as of the end of the plan year2024-10-11300076
Total assets as of the beginning of the plan year2024-10-11179621
Value of plan covered by a fidelity bond2024-10-1118000
Participant contributions to plan in this plan year2024-10-1129998
Value of participant loans at end of plan year2024-10-113821
Other income to plan in this plan year2024-10-1149408
Plan net income in this plan year2024-10-11120455
Net assets as of the end of the plan year2024-10-11300076
Net assets as of the beginning of the plan year2024-10-11179621
Employer contributions to plan in this plan year2024-10-1146609
2022 : WINTERS & COMPANY CPAS PA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-052210
Net assets as of the end of the plan year2022-10-05323453
Total assets as of the beginning of the plan year2022-10-05218822
Value of plan covered by a fidelity bond2022-10-0522000
Participant contributions to plan in this plan year2022-10-0543954
Value of participant loans at end of plan year2022-10-053821
Other income to plan in this plan year2022-10-0553090
Plan net income in this plan year2022-10-05104631
Net assets as of the end of the plan year2022-10-05323453
Net assets as of the beginning of the plan year2022-10-05218822
Employer contributions to plan in this plan year2022-10-059797
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0555

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