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WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

WINDMILL MARINA ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:WINDMILL MARINA ASSOCIATION, INC.
Employer identification number (EIN):411416040
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01SCOTT BAKEN2024-01-12 SCOTT BAKEN2024-01-12
0012021-04-01JIM CLEMENS2023-01-17 JIM CLEMENS2023-01-17
0012020-04-01JIM CLEMENS2022-01-14 JAMES CLEMENS2022-01-14
0012019-04-01JIM CLEMENS2021-01-14
0012019-04-01JIM CLEMENS2021-01-14
0012018-04-01JIM CLEMENS2020-01-10 JIM CLEMENS2020-01-10
0012017-04-01JIM CLEMENS2019-01-14
0012016-04-01JIM CLEMENS2017-10-13
0012015-04-01JOSEPH M.RILEY2016-10-14
0012014-04-01JOSEPH M. RILEY2015-10-29 JOSEPH M. RILEY2015-10-29
0012013-04-01JOSEPH M. RILEY2014-10-21
0012012-04-01JOSEPH M. RILEY2013-10-28
0012011-04-01JOSEPH M. RILEY2012-10-24
0012009-04-01JOSEPH M. RILEY JOSEPH M. RILEY2010-10-28

Financial Data on WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18166299
Net assets as of the end of the plan year2025-07-182684670
Total assets as of the beginning of the plan year2025-07-182652476
Value of plan covered by a fidelity bond2025-07-1850000
Participant contributions to plan in this plan year2025-07-1822683
Value of participant loans at end of plan year2025-07-185290
Other income to plan in this plan year2025-07-18161028
Plan net income in this plan year2025-07-1832194
Net assets as of the end of the plan year2025-07-182684670
Net assets as of the beginning of the plan year2025-07-182652476
Employer contributions to plan in this plan year2025-07-1814782
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1814630
Total expenses incurred by plan in this plan year2025-03-18236469
Net assets as of the end of the plan year2025-03-182652476
Total assets as of the beginning of the plan year2025-03-182356516
Value of plan covered by a fidelity bond2025-03-1850000
Participant contributions to plan in this plan year2025-03-1828854
Value of participant loans at end of plan year2025-03-187112
Other income to plan in this plan year2025-03-18485931
Plan net income in this plan year2025-03-18295960
Net assets as of the end of the plan year2025-03-182652476
Net assets as of the beginning of the plan year2025-03-182356516
Employer contributions to plan in this plan year2025-03-1817644
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1812303
2011 : WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-03-31$205,609
Expenses. Total of all expenses incurred2011-03-31$6,486
Total plan assets at end of year2011-03-31$1,290,418
Total plan assets at beginning of year2011-03-31$1,091,295
Value of fidelity bond covering the plan2011-03-31$50,000
Total contributions received or receivable from participants2011-03-31$40,568
Expenses. Other expenses not covered elsewhere2011-03-31$6,486
Other income received2011-03-31$144,426
Net income (gross income less expenses)2011-03-31$199,123
Net plan assets at end of year (total assets less liabilities)2011-03-31$1,290,418
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$1,091,295
Assets. Value of participant loans2011-03-31$12,386
Total contributions received or receivable from employer(s)2011-03-31$20,615

Form 5500 Responses for WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2009: WINDMILL MARINA ASSOCIATION, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COUNTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66419 )
Policy contract number20110
Policy instance 1

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