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WINDES, INC. MONEY PURCHASE PENSION PLAN I 401k Plan overview

Plan NameWINDES, INC. MONEY PURCHASE PENSION PLAN I
Plan identification number 002

WINDES, INC. MONEY PURCHASE PENSION PLAN I Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

WINDES, INC. has sponsored the creation of one or more 401k plans.

Company Name:WINDES, INC.
Employer identification number (EIN):953001179
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about WINDES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1975-04-15
Company Identification Number: C0743123
Legal Registered Office Address: 111 W. Ocean Boulevard, Suite 2200

Long Beach
United States of America (USA)
90802

More information about WINDES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WINDES, INC. MONEY PURCHASE PENSION PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-06-01DENNIS HADEEN2024-03-15
0022021-06-01JAMES A. CORDOVA2023-03-13
0022020-06-01JAMES A. CORDOVA2022-03-14
0022019-06-01JAMES A. CORDOVA2021-03-15
0022018-06-01JOHN DICARLO2020-03-16
0022017-06-01
0022016-06-01
0022015-06-01
0022014-06-01JOHN DICARLO
0022013-06-01JOHN DICARLO
0022012-06-01JOHN DICARLO
0022011-06-01JOHN DICARLO
0022010-06-01JOHN DICARLO
0022009-06-01JOHN DICARLO JOHN DICARLO2010-12-23

Plan Statistics for WINDES, INC. MONEY PURCHASE PENSION PLAN I

401k plan membership statisitcs for WINDES, INC. MONEY PURCHASE PENSION PLAN I

Measure Date Value
2022: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 401k membership
Total participants, beginning-of-year2022-06-0181
Total number of active participants reported on line 7a of the Form 55002022-06-0150
Number of retired or separated participants receiving benefits2022-06-0129
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-0179
Number of participants with account balances2022-06-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
2021: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 401k membership
Total participants, beginning-of-year2021-06-0193
Total number of active participants reported on line 7a of the Form 55002021-06-0149
Number of retired or separated participants receiving benefits2021-06-0132
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-0181
Number of participants with account balances2021-06-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-011
2020: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 401k membership
Total participants, beginning-of-year2020-06-0195
Total number of active participants reported on line 7a of the Form 55002020-06-0159
Number of retired or separated participants receiving benefits2020-06-0134
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-0193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-0193
Number of participants with account balances2020-06-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-014
2019: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 401k membership
Total participants, beginning-of-year2019-06-01104
Total number of active participants reported on line 7a of the Form 55002019-06-0170
Number of retired or separated participants receiving benefits2019-06-0125
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-0195
Number of participants with account balances2019-06-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-014
2018: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 401k membership
Total participants, beginning-of-year2018-06-01111
Total number of active participants reported on line 7a of the Form 55002018-06-0173
Number of retired or separated participants receiving benefits2018-06-0131
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01104
Number of participants with account balances2018-06-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-019
2017: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 401k membership
Total participants, beginning-of-year2017-06-01111
Total number of active participants reported on line 7a of the Form 55002017-06-0188
Number of retired or separated participants receiving benefits2017-06-0123
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01111
Number of participants with account balances2017-06-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-017
2016: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 401k membership
Total participants, beginning-of-year2016-06-0186
Total number of active participants reported on line 7a of the Form 55002016-06-01102
Number of retired or separated participants receiving benefits2016-06-019
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01111
Number of participants with account balances2016-06-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-017
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 401k membership
Total participants, beginning-of-year2015-06-0184
Total number of active participants reported on line 7a of the Form 55002015-06-0172
Number of retired or separated participants receiving benefits2015-06-0114
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0186
Number of participants with account balances2015-06-0186
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 401k membership
Total participants, beginning-of-year2014-06-0190
Total number of active participants reported on line 7a of the Form 55002014-06-0169
Number of retired or separated participants receiving benefits2014-06-0115
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0184
Number of participants with account balances2014-06-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-0112
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 401k membership
Total participants, beginning-of-year2013-06-0187
Total number of active participants reported on line 7a of the Form 55002013-06-0175
Number of retired or separated participants receiving benefits2013-06-0115
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-0190
Number of participants with account balances2013-06-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 401k membership
Total participants, beginning-of-year2012-06-0192
Total number of active participants reported on line 7a of the Form 55002012-06-0177
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0110
Total of all active and inactive participants2012-06-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-0187
Number of participants with account balances2012-06-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0114
2011: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 401k membership
Total participants, beginning-of-year2011-06-0195
Total number of active participants reported on line 7a of the Form 55002011-06-0167
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0125
Total of all active and inactive participants2011-06-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0192
Number of participants with account balances2011-06-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-0115
2010: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 401k membership
Total participants, beginning-of-year2010-06-0196
Total number of active participants reported on line 7a of the Form 55002010-06-0172
Number of retired or separated participants receiving benefits2010-06-0123
Number of other retired or separated participants entitled to future benefits2010-06-010
Total of all active and inactive participants2010-06-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0195
Number of participants with account balances2010-06-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-0117
2009: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2009 401k membership
Total participants, beginning-of-year2009-06-0196
Total number of active participants reported on line 7a of the Form 55002009-06-0181
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0115
Total of all active and inactive participants2009-06-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0196
Number of participants with account balances2009-06-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on WINDES, INC. MONEY PURCHASE PENSION PLAN I

Measure Date Value
2023 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2023 401k financial data
Total plan liabilities at beginning of year2023-05-31$0
Total income from all sources2023-05-31$351,040
Expenses. Total of all expenses incurred2023-05-31$119,677
Benefits paid (including direct rollovers)2023-05-31$96,874
Total plan assets at end of year2023-05-31$5,397,850
Total plan assets at beginning of year2023-05-31$5,166,487
Value of fidelity bond covering the plan2023-05-31$500,000
Total contributions received or receivable from participants2023-05-31$0
Expenses. Other expenses not covered elsewhere2023-05-31$22,803
Contributions received from other sources (not participants or employers)2023-05-31$0
Other income received2023-05-31$93,759
Noncash contributions received2023-05-31$0
Net income (gross income less expenses)2023-05-31$231,363
Net plan assets at end of year (total assets less liabilities)2023-05-31$5,397,850
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$5,166,487
Assets. Value of participant loans2023-05-31$25,795
Total contributions received or receivable from employer(s)2023-05-31$257,281
Value of certain deemed distributions of participant loans2023-05-31$0
Value of corrective distributions2023-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-05-31$0
2022 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 401k financial data
Total plan liabilities at end of year2022-05-31$0
Total plan liabilities at beginning of year2022-05-31$0
Total income from all sources2022-05-31$-217,841
Expenses. Total of all expenses incurred2022-05-31$301,078
Benefits paid (including direct rollovers)2022-05-31$301,078
Total plan assets at end of year2022-05-31$5,166,487
Total plan assets at beginning of year2022-05-31$5,685,406
Value of fidelity bond covering the plan2022-05-31$500,000
Total contributions received or receivable from participants2022-05-31$0
Contributions received from other sources (not participants or employers)2022-05-31$0
Other income received2022-05-31$-475,556
Noncash contributions received2022-05-31$0
Net income (gross income less expenses)2022-05-31$-518,919
Net plan assets at end of year (total assets less liabilities)2022-05-31$5,166,487
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$5,685,406
Assets. Value of participant loans2022-05-31$9,244
Total contributions received or receivable from employer(s)2022-05-31$257,715
Value of certain deemed distributions of participant loans2022-05-31$0
Value of corrective distributions2022-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-05-31$0
2021 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 401k financial data
Total plan liabilities at end of year2021-05-31$0
Total plan liabilities at beginning of year2021-05-31$0
Total income from all sources2021-05-31$1,476,997
Expenses. Total of all expenses incurred2021-05-31$108,108
Benefits paid (including direct rollovers)2021-05-31$108,108
Total plan assets at end of year2021-05-31$5,685,406
Total plan assets at beginning of year2021-05-31$4,316,517
Value of fidelity bond covering the plan2021-05-31$500,000
Total contributions received or receivable from participants2021-05-31$0
Expenses. Other expenses not covered elsewhere2021-05-31$0
Contributions received from other sources (not participants or employers)2021-05-31$0
Other income received2021-05-31$1,230,177
Noncash contributions received2021-05-31$0
Net income (gross income less expenses)2021-05-31$1,368,889
Net plan assets at end of year (total assets less liabilities)2021-05-31$5,685,406
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$4,316,517
Assets. Value of participant loans2021-05-31$18,019
Total contributions received or receivable from employer(s)2021-05-31$246,820
Value of certain deemed distributions of participant loans2021-05-31$0
Value of corrective distributions2021-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Funding deficiency by the employer to the plan for this plan year2021-05-31$0
Minimum employer required contribution for this plan year2021-05-31$246,820
Amount contributed by the employer to the plan for this plan year2021-05-31$246,820
2020 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 401k financial data
Total plan liabilities at end of year2020-05-31$0
Total plan liabilities at beginning of year2020-05-31$0
Total income from all sources2020-05-31$645,438
Expenses. Total of all expenses incurred2020-05-31$93,190
Benefits paid (including direct rollovers)2020-05-31$92,814
Total plan assets at end of year2020-05-31$4,316,517
Total plan assets at beginning of year2020-05-31$3,764,269
Value of fidelity bond covering the plan2020-05-31$500,000
Total contributions received or receivable from participants2020-05-31$0
Expenses. Other expenses not covered elsewhere2020-05-31$376
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$407,183
Noncash contributions received2020-05-31$0
Net income (gross income less expenses)2020-05-31$552,248
Net plan assets at end of year (total assets less liabilities)2020-05-31$4,316,517
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$3,764,269
Assets. Value of participant loans2020-05-31$13,854
Total contributions received or receivable from employer(s)2020-05-31$238,255
Value of certain deemed distributions of participant loans2020-05-31$0
Value of corrective distributions2020-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-05-31$0
2019 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 401k financial data
Total plan liabilities at beginning of year2019-05-31$0
Total income from all sources2019-05-31$323,174
Expenses. Total of all expenses incurred2019-05-31$77,463
Benefits paid (including direct rollovers)2019-05-31$77,056
Total plan assets at end of year2019-05-31$3,764,269
Total plan assets at beginning of year2019-05-31$3,518,558
Value of fidelity bond covering the plan2019-05-31$500,000
Total contributions received or receivable from participants2019-05-31$0
Expenses. Other expenses not covered elsewhere2019-05-31$407
Contributions received from other sources (not participants or employers)2019-05-31$5,606
Other income received2019-05-31$75,081
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$245,711
Net plan assets at end of year (total assets less liabilities)2019-05-31$3,764,269
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$3,518,558
Assets. Value of participant loans2019-05-31$24,298
Total contributions received or receivable from employer(s)2019-05-31$242,487
Value of certain deemed distributions of participant loans2019-05-31$0
Value of corrective distributions2019-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Funding deficiency by the employer to the plan for this plan year2019-05-31$0
Minimum employer required contribution for this plan year2019-05-31$242,487
Amount contributed by the employer to the plan for this plan year2019-05-31$242,487
2018 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 401k financial data
Total plan liabilities at end of year2018-05-31$0
Total plan liabilities at beginning of year2018-05-31$0
Total income from all sources2018-05-31$617,069
Expenses. Total of all expenses incurred2018-05-31$79,755
Benefits paid (including direct rollovers)2018-05-31$79,379
Total plan assets at end of year2018-05-31$3,518,558
Total plan assets at beginning of year2018-05-31$2,981,244
Value of fidelity bond covering the plan2018-05-31$500,000
Total contributions received or receivable from participants2018-05-31$0
Expenses. Other expenses not covered elsewhere2018-05-31$376
Contributions received from other sources (not participants or employers)2018-05-31$23,589
Other income received2018-05-31$315,791
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$537,314
Net plan assets at end of year (total assets less liabilities)2018-05-31$3,518,558
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$2,981,244
Assets. Value of participant loans2018-05-31$34,944
Total contributions received or receivable from employer(s)2018-05-31$277,689
Value of certain deemed distributions of participant loans2018-05-31$0
Value of corrective distributions2018-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Funding deficiency by the employer to the plan for this plan year2018-05-31$0
Minimum employer required contribution for this plan year2018-05-31$277,689
Amount contributed by the employer to the plan for this plan year2018-05-31$277,689
2017 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 401k financial data
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$735,304
Expenses. Total of all expenses incurred2017-05-31$15,583
Benefits paid (including direct rollovers)2017-05-31$19,344
Total plan assets at end of year2017-05-31$2,981,244
Total plan assets at beginning of year2017-05-31$2,261,523
Value of fidelity bond covering the plan2017-05-31$500,000
Total contributions received or receivable from participants2017-05-31$0
Expenses. Other expenses not covered elsewhere2017-05-31$-3,761
Contributions received from other sources (not participants or employers)2017-05-31$175,874
Other income received2017-05-31$311,602
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$719,721
Net plan assets at end of year (total assets less liabilities)2017-05-31$2,981,244
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$2,261,523
Assets. Value of participant loans2017-05-31$19,481
Total contributions received or receivable from employer(s)2017-05-31$247,828
Value of certain deemed distributions of participant loans2017-05-31$0
Value of corrective distributions2017-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-05-31$0
Funding deficiency by the employer to the plan for this plan year2017-05-31$0
Minimum employer required contribution for this plan year2017-05-31$247,828
Amount contributed by the employer to the plan for this plan year2017-05-31$247,828
2016 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 401k financial data
Total plan liabilities at end of year2016-05-31$0
Total plan liabilities at beginning of year2016-05-31$0
Total income from all sources2016-05-31$176,932
Expenses. Total of all expenses incurred2016-05-31$158,753
Benefits paid (including direct rollovers)2016-05-31$158,753
Total plan assets at end of year2016-05-31$2,261,523
Total plan assets at beginning of year2016-05-31$2,243,344
Value of fidelity bond covering the plan2016-05-31$500,000
Expenses. Other expenses not covered elsewhere2016-05-31$0
Contributions received from other sources (not participants or employers)2016-05-31$0
Other income received2016-05-31$-26,055
Noncash contributions received2016-05-31$0
Net income (gross income less expenses)2016-05-31$18,179
Net plan assets at end of year (total assets less liabilities)2016-05-31$2,261,523
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$2,243,344
Assets. Value of participant loans2016-05-31$13,385
Total contributions received or receivable from employer(s)2016-05-31$202,987
Value of certain deemed distributions of participant loans2016-05-31$0
Value of corrective distributions2016-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Funding deficiency by the employer to the plan for this plan year2016-05-31$0
Minimum employer required contribution for this plan year2016-05-31$202,987
Amount contributed by the employer to the plan for this plan year2016-05-31$202,987
2015 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 401k financial data
Total plan liabilities at end of year2015-05-31$0
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$725,543
Expenses. Total of all expenses incurred2015-05-31$119,749
Benefits paid (including direct rollovers)2015-05-31$119,345
Total plan assets at end of year2015-05-31$2,243,344
Total plan assets at beginning of year2015-05-31$1,637,550
Value of fidelity bond covering the plan2015-05-31$500,000
Contributions received from other sources (not participants or employers)2015-05-31$406,097
Other income received2015-05-31$131,036
Net income (gross income less expenses)2015-05-31$605,794
Net plan assets at end of year (total assets less liabilities)2015-05-31$2,243,344
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$1,637,550
Assets. Value of participant loans2015-05-31$9,490
Total contributions received or receivable from employer(s)2015-05-31$188,410
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Funding deficiency by the employer to the plan for this plan year2015-05-31$0
Minimum employer required contribution for this plan year2015-05-31$188,410
Amount contributed by the employer to the plan for this plan year2015-05-31$188,410
2014 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 401k financial data
Transfers to/from the plan2014-05-31$0
Total plan liabilities at end of year2014-05-31$0
Total plan liabilities at beginning of year2014-05-31$0
Total income from all sources2014-05-31$378,810
Expenses. Total of all expenses incurred2014-05-31$195,670
Benefits paid (including direct rollovers)2014-05-31$193,089
Total plan assets at end of year2014-05-31$1,637,550
Total plan assets at beginning of year2014-05-31$1,454,410
Value of fidelity bond covering the plan2014-05-31$500,000
Total contributions received or receivable from participants2014-05-31$0
Expenses. Other expenses not covered elsewhere2014-05-31$2,581
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$195,030
Noncash contributions received2014-05-31$0
Net income (gross income less expenses)2014-05-31$183,140
Net plan assets at end of year (total assets less liabilities)2014-05-31$1,637,550
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$1,454,410
Assets. Value of participant loans2014-05-31$18,486
Total contributions received or receivable from employer(s)2014-05-31$183,780
Value of certain deemed distributions of participant loans2014-05-31$0
Value of corrective distributions2014-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Funding deficiency by the employer to the plan for this plan year2014-05-31$0
Minimum employer required contribution for this plan year2014-05-31$183,780
Amount contributed by the employer to the plan for this plan year2014-05-31$183,780
2013 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 401k financial data
Total plan liabilities at end of year2013-05-31$0
Total plan liabilities at beginning of year2013-05-31$0
Total income from all sources2013-05-31$484,139
Expenses. Total of all expenses incurred2013-05-31$214,894
Benefits paid (including direct rollovers)2013-05-31$214,894
Total plan assets at end of year2013-05-31$1,454,410
Total plan assets at beginning of year2013-05-31$1,185,165
Value of fidelity bond covering the plan2013-05-31$500,000
Total contributions received or receivable from participants2013-05-31$40,265
Other income received2013-05-31$256,077
Net income (gross income less expenses)2013-05-31$269,245
Net plan assets at end of year (total assets less liabilities)2013-05-31$1,454,410
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$1,185,165
Assets. Value of participant loans2013-05-31$16,962
Total contributions received or receivable from employer(s)2013-05-31$187,797
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Funding deficiency by the employer to the plan for this plan year2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$187,797
Amount contributed by the employer to the plan for this plan year2013-05-31$187,797
2012 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 401k financial data
Transfers to/from the plan2012-05-31$0
Total plan liabilities at end of year2012-05-31$0
Total plan liabilities at beginning of year2012-05-31$0
Total income from all sources2012-05-31$95,904
Expenses. Total of all expenses incurred2012-05-31$64,529
Benefits paid (including direct rollovers)2012-05-31$64,529
Total plan assets at end of year2012-05-31$1,185,165
Total plan assets at beginning of year2012-05-31$1,153,790
Value of fidelity bond covering the plan2012-05-31$500,000
Total contributions received or receivable from participants2012-05-31$0
Expenses. Other expenses not covered elsewhere2012-05-31$0
Contributions received from other sources (not participants or employers)2012-05-31$416
Other income received2012-05-31$-53,188
Noncash contributions received2012-05-31$0
Net income (gross income less expenses)2012-05-31$31,375
Net plan assets at end of year (total assets less liabilities)2012-05-31$1,185,165
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$1,153,790
Assets. Value of participant loans2012-05-31$18,897
Total contributions received or receivable from employer(s)2012-05-31$148,676
Value of certain deemed distributions of participant loans2012-05-31$0
Value of corrective distributions2012-05-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-05-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$148,676
Amount contributed by the employer to the plan for this plan year2012-05-31$148,676
2011 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 401k financial data
Total income from all sources2011-05-31$383,211
Expenses. Total of all expenses incurred2011-05-31$33,543
Benefits paid (including direct rollovers)2011-05-31$33,214
Total plan assets at end of year2011-05-31$1,153,790
Total plan assets at beginning of year2011-05-31$804,122
Value of fidelity bond covering the plan2011-05-31$500,000
Expenses. Other expenses not covered elsewhere2011-05-31$329
Contributions received from other sources (not participants or employers)2011-05-31$1,199
Other income received2011-05-31$203,129
Net income (gross income less expenses)2011-05-31$349,668
Net plan assets at end of year (total assets less liabilities)2011-05-31$1,153,790
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$804,122
Assets. Value of participant loans2011-05-31$35,300
Total contributions received or receivable from employer(s)2011-05-31$178,883
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$178,883
Amount contributed by the employer to the plan for this plan year2011-05-31$178,883
2010 : WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$152,308
Amount contributed by the employer to the plan for this plan year2010-05-31$152,308

Form 5500 Responses for WINDES, INC. MONEY PURCHASE PENSION PLAN I

2022: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: WINDES, INC. MONEY PURCHASE PENSION PLAN I 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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