WINSLOW, KING, RICHARDS & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN
401k plan membership statisitcs for WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 200382 |
| Net assets as of the end of the plan year | 2025-10-14 | 2087767 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1676952 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 305230 |
| Value of participant loans at end of plan year | 2025-10-14 | 5894 |
| Other income to plan in this plan year | 2025-10-14 | 211218 |
| Plan net income in this plan year | 2025-10-14 | 410815 |
| Net assets as of the end of the plan year | 2025-10-14 | 2087767 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1676952 |
| Employer contributions to plan in this plan year | 2025-10-14 | 94749 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 18012 |
| 2024 : WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-10 | 1437404 |
| Total expenses incurred by plan in this plan year | 2024-10-10 | 11222 |
| Net assets as of the end of the plan year | 2024-10-10 | 1676952 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 0 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 150000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 83892 |
| Value of participant loans at end of plan year | 2024-10-10 | 2068 |
| Other income to plan in this plan year | 2024-10-10 | 140373 |
| Plan net income in this plan year | 2024-10-10 | 239548 |
| Net assets as of the end of the plan year | 2024-10-10 | 1676952 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 0 |
| Employer contributions to plan in this plan year | 2024-10-10 | 26505 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 458 |
| 2011 : WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $26,776 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $1,034,343 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,034,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,774 |
| Value of total assets at end of year | 2011-12-31 | $0 |
| Value of total assets at beginning of year | 2011-12-31 | $1,007,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $8,774 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,007,567 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,007,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $924,418 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $83,149 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $18,002 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,034,343 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BRITT & COMPANY CPA LLC |
| Accountancy firm EIN | 2011-12-31 | 043163024 |
| 2010 : WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $184,581 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $191,212 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $191,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $60,005 |
| Value of total assets at end of year | 2010-12-31 | $1,007,567 |
| Value of total assets at beginning of year | 2010-12-31 | $1,014,198 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $2,472 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $60,005 |
| Other income not declared elsewhere | 2010-12-31 | $131 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-6,631 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,007,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,014,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $924,418 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $923,980 |
| Interest earned on other investments | 2010-12-31 | $2,472 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $83,149 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $90,218 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $121,973 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $191,212 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | THOMAS P. BRITT, CPA |
| Accountancy firm EIN | 2010-12-31 | 431630024 |
| 2009 : WINSLOW KING RICHARDS & CO. 401(K) SAVINGS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
