WINDWARD AUTO GROUP LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINDWARD AUTO GROUP LLC RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : WINDWARD AUTO GROUP LLC RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $1,498,539 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $930,665 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $897,618 |
| Total plan assets at end of year | 2024-01-01 | $4,756,763 |
| Total plan assets at beginning of year | 2024-01-01 | $4,188,889 |
| Value of fidelity bond covering the plan | 2024-01-01 | $1,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $516,584 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $297,905 |
| Other income received | 2024-01-01 | $600,590 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $567,874 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $4,756,763 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $4,188,889 |
| Assets. Value of participant loans | 2024-01-01 | $193,832 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $83,460 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $2,396 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $30,651 |
| 2023 : WINDWARD AUTO GROUP LLC RETIREMENT SAVINGS PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $1,052,527 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $51,807 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $48,326 |
| Total plan assets at end of year | 2023-12-31 | $4,188,889 |
| Total plan assets at beginning of year | 2023-12-31 | $3,188,169 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $364,811 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $17,714 |
| Other income received | 2023-12-31 | $615,728 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,000,720 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,188,889 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,188,169 |
| Assets. Value of participant loans | 2023-12-31 | $175,839 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $54,274 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,481 |
| 2022 : WINDWARD AUTO GROUP LLC RETIREMENT SAVINGS PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-168,595 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $441,586 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $440,761 |
| Total plan assets at end of year | 2022-12-31 | $3,188,169 |
| Total plan assets at beginning of year | 2022-12-31 | $3,798,350 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $320,312 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $100,000 |
| Other income received | 2022-12-31 | $-648,020 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-610,181 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,188,169 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,798,350 |
| Assets. Value of participant loans | 2022-12-31 | $181,268 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $59,113 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $825 |
| 2021 : WINDWARD AUTO GROUP LLC RETIREMENT SAVINGS PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $989,467 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,215,364 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,213,808 |
| Total plan assets at end of year | 2021-12-31 | $3,798,350 |
| Total plan assets at beginning of year | 2021-12-31 | $4,024,247 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $290,556 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $641,886 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $-225,897 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,798,350 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,024,247 |
| Assets. Value of participant loans | 2021-12-31 | $152,173 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $57,025 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,556 |
