RICHARD M. WINTERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD M. WINTERS, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : RICHARD M. WINTERS, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-24 | 23213 |
| Net assets as of the end of the plan year | 2025-09-24 | 548797 |
| Total assets as of the beginning of the plan year | 2025-09-24 | 466238 |
| Value of plan covered by a fidelity bond | 2025-09-24 | 50000 |
| Participant contributions to plan in this plan year | 2025-09-24 | 30500 |
| Other expenses paid from plan in this plan year | 2025-09-24 | 0 |
| Other contributions to plan in this plan year | 2025-09-24 | 0 |
| Other income to plan in this plan year | 2025-09-24 | 31348 |
| Plan net income in this plan year | 2025-09-24 | 82559 |
| Net assets as of the end of the plan year | 2025-09-24 | 548797 |
| Net assets as of the beginning of the plan year | 2025-09-24 | 466238 |
| Employer contributions to plan in this plan year | 2025-09-24 | 43924 |
| Fees paid to broker by Benefit Provider | 2025-09-24 | 2375 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-24 | 5398 |
| 2024 : RICHARD M. WINTERS, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 43569 |
| Net assets as of the end of the plan year | 2024-07-11 | 466238 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 393655 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 30000 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 35296 |
| Plan net income in this plan year | 2024-07-11 | 72583 |
| Net assets as of the end of the plan year | 2024-07-11 | 466238 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 393655 |
| Employer contributions to plan in this plan year | 2024-07-11 | 50856 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 1917 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 4416 |
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