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WINDSOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWINDSOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

WINDSOR 401(K) PROFIT SHARING PLAN 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WINDSOR HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:WINDSOR HOLDING COMPANY
Employer identification number (EIN):203799510
NAIC Classification:321900

Additional information about WINDSOR HOLDING COMPANY

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2005-09-23
Company Identification Number: 20051611009
Legal Registered Office Address: 2215-B RENAISSANCE DR

LAS VEGAS
United States of America (USA)
89119

More information about WINDSOR HOLDING COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDSOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01HELEN P2019-10-06
0012017-01-01DOUGLAS SHERER
0012016-01-01DOUG SHERER2017-09-21
0012015-01-01DOUG SHERER2016-10-05
0012014-01-01DOUG SHERER2015-10-13
0012013-01-01DOUG SHERER2014-10-09
0012012-01-01DOUG SHERER2013-10-08
0012011-01-01DOUGLAS SHERER2012-10-11
0012009-01-01
0012009-01-01DOUGLAS SHERER DOUGLAS SHERER2010-10-14
0012007-01-01DOUG SHERER

Plan Statistics for WINDSOR 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WINDSOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: WINDSOR 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01142
Total number of active participants reported on line 7a of the Form 55002022-01-01117
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01136
Number of participants with account balances2022-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WINDSOR 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01129
Number of participants with account balances2021-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WINDSOR 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01138
Number of participants with account balances2020-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WINDSOR 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01148
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01147
Number of participants with account balances2019-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WINDSOR 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01139
Total number of active participants reported on line 7a of the Form 55002018-01-01123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01140
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WINDSOR 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01131
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2009: WINDSOR 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01115
Number of participants with account balances2009-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2007: WINDSOR 401(K) PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-01115
Total number of active participants reported on line 7a of the Form 55002007-01-01105
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-0119
Total of all active and inactive participants2007-01-01124
Total participants2007-01-01124
Number of participants with account balances2007-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on WINDSOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : WINDSOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-986,829
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,067,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,035,791
Expenses. Certain deemed distributions of participant loans2022-12-31$4,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$630,545
Value of total assets at end of year2022-12-31$6,705,788
Value of total assets at beginning of year2022-12-31$8,760,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,635
Total interest from all sources2022-12-31$13,788
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$262,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$262,840
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$413,106
Participant contributions at end of year2022-12-31$244,464
Participant contributions at beginning of year2022-12-31$266,934
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,286
Other income not declared elsewhere2022-12-31$702
Administrative expenses (other) incurred2022-12-31$27,635
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,054,481
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,705,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,760,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,461,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,493,335
Interest on participant loans2022-12-31$13,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,894,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$215,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,035,791
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKERTILLY US LLP
Accountancy firm EIN2022-12-31390859910
2021 : WINDSOR 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,608,427
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$233,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$204,091
Expenses. Certain deemed distributions of participant loans2021-12-31$1,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$611,322
Value of total assets at end of year2021-12-31$8,760,269
Value of total assets at beginning of year2021-12-31$7,385,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$28,015
Total interest from all sources2021-12-31$15,840
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$448,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$448,758
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$404,110
Participant contributions at end of year2021-12-31$266,934
Participant contributions at beginning of year2021-12-31$300,117
Administrative expenses (other) incurred2021-12-31$28,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,374,754
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,760,269
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,385,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,493,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,085,398
Interest on participant loans2021-12-31$15,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$532,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$207,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$204,091
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKERTILLY US LLP
Accountancy firm EIN2021-12-31390859910
2020 : WINDSOR 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,791,281
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,226,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,184,574
Expenses. Certain deemed distributions of participant loans2020-12-31$8,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$554,995
Value of total assets at end of year2020-12-31$7,385,515
Value of total assets at beginning of year2020-12-31$7,820,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,583
Total interest from all sources2020-12-31$14,315
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$231,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$231,626
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$351,154
Participant contributions at end of year2020-12-31$300,117
Participant contributions at beginning of year2020-12-31$209,328
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,349
Administrative expenses (other) incurred2020-12-31$33,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-434,953
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,385,515
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,820,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,085,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,611,140
Interest on participant loans2020-12-31$14,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$990,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$182,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,184,574
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKERTILLY, US LLP
Accountancy firm EIN2020-12-31390859910
2019 : WINDSOR 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,907,748
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$419,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$387,586
Expenses. Certain deemed distributions of participant loans2019-12-31$1,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$530,199
Value of total assets at end of year2019-12-31$7,820,468
Value of total assets at beginning of year2019-12-31$6,331,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,341
Total interest from all sources2019-12-31$10,999
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$356,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$356,714
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$356,143
Participant contributions at end of year2019-12-31$209,328
Participant contributions at beginning of year2019-12-31$198,712
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,115
Administrative expenses (other) incurred2019-12-31$30,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,488,566
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,820,468
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,331,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,611,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,133,190
Interest on participant loans2019-12-31$10,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,009,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$172,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$387,586
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SQUAR MILNER LLP
Accountancy firm EIN2019-12-31330835986
2018 : WINDSOR 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$216,179
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$148,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$140,470
Expenses. Certain deemed distributions of participant loans2018-12-31$1,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$442,753
Value of total assets at end of year2018-12-31$6,331,902
Value of total assets at beginning of year2018-12-31$6,264,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,738
Total interest from all sources2018-12-31$10,111
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$417,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$417,022
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$294,410
Participant contributions at end of year2018-12-31$198,712
Participant contributions at beginning of year2018-12-31$186,449
Other income not declared elsewhere2018-12-31$858
Administrative expenses (other) incurred2018-12-31$6,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$67,322
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,331,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,264,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,133,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,078,131
Interest on participant loans2018-12-31$10,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-654,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$148,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$140,470
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SQUAR MILNER LLP
Accountancy firm EIN2018-12-31330835986
2017 : WINDSOR 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,370,046
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$53,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$50,864
Expenses. Certain deemed distributions of participant loans2017-12-31$1,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$523,637
Value of total assets at end of year2017-12-31$6,264,580
Value of total assets at beginning of year2017-12-31$4,947,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,255
Total interest from all sources2017-12-31$8,322
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$264,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$264,611
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$495,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$263,472
Participant contributions at end of year2017-12-31$186,449
Participant contributions at beginning of year2017-12-31$146,900
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$125,249
Administrative expenses (other) incurred2017-12-31$1,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,316,888
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,264,580
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,947,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,078,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,800,792
Interest on participant loans2017-12-31$8,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$573,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$134,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$50,864
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SQUAR MILNER LLP
Accountancy firm EIN2017-12-31330835986
2010 : WINDSOR 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$465,639
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$257,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$255,625
Expenses. Certain deemed distributions of participant loans2010-12-31$582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$248,193
Value of total assets at end of year2010-12-31$2,257,048
Value of total assets at beginning of year2010-12-31$2,048,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,145
Total interest from all sources2010-12-31$3,254
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,887
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$205,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$160,042
Participant contributions at end of year2010-12-31$68,312
Participant contributions at beginning of year2010-12-31$56,295
Administrative expenses (other) incurred2010-12-31$1,145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$208,287
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,257,048
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,048,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,188,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,992,466
Interest on participant loans2010-12-31$3,254
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$182,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$88,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$255,625
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DZH PHILLIPS, LLP
Accountancy firm EIN2010-12-31264677183
2009 : WINDSOR 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2007 : WINDSOR 401(K) PROFIT SHARING PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for WINDSOR 401(K) PROFIT SHARING PLAN

2022: WINDSOR 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WINDSOR 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WINDSOR 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WINDSOR 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WINDSOR 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WINDSOR 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2009: WINDSOR 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2007: WINDSOR 401(K) PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes

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