Logo

THE WINCHESTER GROUP INC 401(K) PSP 401k Plan overview

Plan NameTHE WINCHESTER GROUP INC 401(K) PSP
Plan identification number 001

THE WINCHESTER GROUP INC 401(K) PSP 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.
  • 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.
  • 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

THE WINCHESTER GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE WINCHESTER GROUP, INC.
Employer identification number (EIN):201805951
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about THE WINCHESTER GROUP, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2243185

More information about THE WINCHESTER GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WINCHESTER GROUP INC 401(K) PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY BROY2024-07-08 MARY BROY2024-07-08
0012022-01-01MARY BROY2023-09-14
0012021-01-01MARY BROY2022-08-18
0012020-01-01MARY BROY2021-09-08
0012019-01-01MARY BROY2020-10-06
0012018-01-01MARY BROY2019-09-23
0012017-01-01MARY BROY2018-10-07
0012016-01-01MARY BROY2017-10-05
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MARY S BROY
0012011-01-01MARY S BROY
0012009-01-01MARY S BROY

Financial Data on THE WINCHESTER GROUP INC 401(K) PSP

Measure Date Value
2015 : THE WINCHESTER GROUP INC 401(K) PSP 2015 401k financial data
Total income from all sources2015-12-31$121,301
Expenses. Total of all expenses incurred2015-12-31$5,932
Benefits paid (including direct rollovers)2015-12-31$5,892
Total plan assets at end of year2015-12-31$1,685,091
Total plan assets at beginning of year2015-12-31$1,569,722
Value of fidelity bond covering the plan2015-12-31$160,000
Total contributions received or receivable from participants2015-12-31$106,297
Expenses. Other expenses not covered elsewhere2015-12-31$40
Other income received2015-12-31$-29,418
Net income (gross income less expenses)2015-12-31$115,369
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,685,091
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,569,722
Assets. Value of participant loans2015-12-31$6,381
Total contributions received or receivable from employer(s)2015-12-31$44,422
2014 : THE WINCHESTER GROUP INC 401(K) PSP 2014 401k financial data
Total income from all sources2014-12-31$211,844
Expenses. Total of all expenses incurred2014-12-31$13,381
Benefits paid (including direct rollovers)2014-12-31$8,225
Total plan assets at end of year2014-12-31$1,569,722
Total plan assets at beginning of year2014-12-31$1,371,259
Value of fidelity bond covering the plan2014-12-31$140,000
Total contributions received or receivable from participants2014-12-31$113,598
Expenses. Other expenses not covered elsewhere2014-12-31$48
Other income received2014-12-31$55,183
Net income (gross income less expenses)2014-12-31$198,463
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,569,722
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,371,259
Assets. Value of participant loans2014-12-31$4,500
Total contributions received or receivable from employer(s)2014-12-31$43,063
Value of certain deemed distributions of participant loans2014-12-31$5,108
2013 : THE WINCHESTER GROUP INC 401(K) PSP 2013 401k financial data
Total plan liabilities at beginning of year2013-12-31$245
Total income from all sources2013-12-31$302,565
Expenses. Total of all expenses incurred2013-12-31$40
Total plan assets at end of year2013-12-31$1,371,259
Total plan assets at beginning of year2013-12-31$1,068,979
Value of fidelity bond covering the plan2013-12-31$107,000
Total contributions received or receivable from participants2013-12-31$103,339
Expenses. Other expenses not covered elsewhere2013-12-31$40
Other income received2013-12-31$158,594
Net income (gross income less expenses)2013-12-31$302,525
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,371,259
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,068,734
Assets. Value of participant loans2013-12-31$3,497
Total contributions received or receivable from employer(s)2013-12-31$40,632
2012 : THE WINCHESTER GROUP INC 401(K) PSP 2012 401k financial data
Total plan liabilities at end of year2012-12-31$245
Total income from all sources2012-12-31$224,545
Expenses. Total of all expenses incurred2012-12-31$36
Total plan assets at end of year2012-12-31$1,068,979
Total plan assets at beginning of year2012-12-31$844,225
Value of fidelity bond covering the plan2012-12-31$85,000
Total contributions received or receivable from participants2012-12-31$103,473
Expenses. Other expenses not covered elsewhere2012-12-31$36
Other income received2012-12-31$84,000
Net income (gross income less expenses)2012-12-31$224,509
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,068,734
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$844,225
Assets. Value of participant loans2012-12-31$6,864
Total contributions received or receivable from employer(s)2012-12-31$37,072
2011 : THE WINCHESTER GROUP INC 401(K) PSP 2011 401k financial data
Total income from all sources2011-12-31$124,415
Expenses. Total of all expenses incurred2011-12-31$24
Total plan assets at end of year2011-12-31$844,225
Total plan assets at beginning of year2011-12-31$719,834
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$90,644
Contributions received from other sources (not participants or employers)2011-12-31$9,142
Other income received2011-12-31$-9,406
Net income (gross income less expenses)2011-12-31$124,391
Net plan assets at end of year (total assets less liabilities)2011-12-31$844,225
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$719,834
Assets. Value of participant loans2011-12-31$5,037
Total contributions received or receivable from employer(s)2011-12-31$34,035
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$24
2010 : THE WINCHESTER GROUP INC 401(K) PSP 2010 401k financial data
Total income from all sources2010-12-31$181,825
Expenses. Total of all expenses incurred2010-12-31$16
Total plan assets at end of year2010-12-31$719,834
Total plan assets at beginning of year2010-12-31$538,025
Value of fidelity bond covering the plan2010-12-31$55,000
Total contributions received or receivable from participants2010-12-31$76,487
Other income received2010-12-31$73,285
Net income (gross income less expenses)2010-12-31$181,809
Net plan assets at end of year (total assets less liabilities)2010-12-31$719,834
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$538,025
Assets. Value of participant loans2010-12-31$4,179
Total contributions received or receivable from employer(s)2010-12-31$32,053
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16

Form 5500 Responses for THE WINCHESTER GROUP INC 401(K) PSP

2015: THE WINCHESTER GROUP INC 401(K) PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WINCHESTER GROUP INC 401(K) PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WINCHESTER GROUP INC 401(K) PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE WINCHESTER GROUP INC 401(K) PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE WINCHESTER GROUP INC 401(K) PSP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE WINCHESTER GROUP INC 401(K) PSP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-812610
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1