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

Plan NameWINDES, INC. MONEY PURCHASE PENSION PLAN II
Plan identification number 017

WINDES, INC. MONEY PURCHASE PENSION PLAN II 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0172022-06-01DENNIS HADEEN2024-03-15
0172021-06-01JAMES A. CORDOVA2023-03-13
0172020-06-01JAMES A. CORDOVA2022-03-14
0172019-06-01JAMES A. CORDOVA2021-03-15
0172018-06-01JOHN DICARLO2020-03-16
0172017-06-01
0172016-06-01
0172015-06-01
0172014-06-01JOHN DICARLO
0172013-06-01JOHN DICARLO
0172012-06-01JOHN DICARLO
0172011-06-01JOHN DICARLO
0172010-06-01JOHN DICARLO
0172009-06-01JOHN DICARLO JOHN DICARLO2010-12-23

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

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

Measure Date Value
2022: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2022 401k membership
Total participants, beginning-of-year2022-06-0124
Total number of active participants reported on line 7a of the Form 55002022-06-019
Number of retired or separated participants receiving benefits2022-06-0111
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-011
Total participants2022-06-0121
Number of participants with account balances2022-06-0121
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 II 2021 401k membership
Total participants, beginning-of-year2021-06-0126
Total number of active participants reported on line 7a of the Form 55002021-06-0111
Number of retired or separated participants receiving benefits2021-06-0113
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-0124
Number of participants with account balances2021-06-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-010
2020: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2020 401k membership
Total participants, beginning-of-year2020-06-0127
Total number of active participants reported on line 7a of the Form 55002020-06-0113
Number of retired or separated participants receiving benefits2020-06-0113
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-0126
Number of participants with account balances2020-06-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-010
2019: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2019 401k membership
Total participants, beginning-of-year2019-06-0129
Total number of active participants reported on line 7a of the Form 55002019-06-0115
Number of retired or separated participants receiving benefits2019-06-0112
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-0127
Number of participants with account balances2019-06-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-010
2018: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2018 401k membership
Total participants, beginning-of-year2018-06-0130
Total number of active participants reported on line 7a of the Form 55002018-06-0116
Number of retired or separated participants receiving benefits2018-06-0113
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-0129
Number of participants with account balances2018-06-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2017 401k membership
Total participants, beginning-of-year2017-06-0130
Total number of active participants reported on line 7a of the Form 55002017-06-0119
Number of retired or separated participants receiving benefits2017-06-0111
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-0130
Number of participants with account balances2017-06-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2016 401k membership
Total participants, beginning-of-year2016-06-0133
Total number of active participants reported on line 7a of the Form 55002016-06-0121
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 participants2016-06-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-0130
Number of participants with account balances2016-06-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2015 401k membership
Total participants, beginning-of-year2015-06-0136
Total number of active participants reported on line 7a of the Form 55002015-06-0123
Number of retired or separated participants receiving benefits2015-06-0110
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-0133
Number of participants with account balances2015-06-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2014 401k membership
Total participants, beginning-of-year2014-06-0137
Total number of active participants reported on line 7a of the Form 55002014-06-0125
Number of retired or separated participants receiving benefits2014-06-0111
Number of other retired or separated participants entitled to future benefits2014-06-010
Total of all active and inactive participants2014-06-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-0136
Number of participants with account balances2014-06-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2013 401k membership
Total participants, beginning-of-year2013-06-0140
Total number of active participants reported on line 7a of the Form 55002013-06-0125
Number of retired or separated participants receiving benefits2013-06-0112
Number of other retired or separated participants entitled to future benefits2013-06-010
Total of all active and inactive participants2013-06-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-0137
Number of participants with account balances2013-06-0137
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 II 2012 401k membership
Total participants, beginning-of-year2012-06-0145
Total number of active participants reported on line 7a of the Form 55002012-06-0127
Number of retired or separated participants receiving benefits2012-06-0113
Number of other retired or separated participants entitled to future benefits2012-06-010
Total of all active and inactive participants2012-06-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-0140
Number of participants with account balances2012-06-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2011 401k membership
Total participants, beginning-of-year2011-06-0145
Total number of active participants reported on line 7a of the Form 55002011-06-0128
Number of retired or separated participants receiving benefits2011-06-016
Number of other retired or separated participants entitled to future benefits2011-06-0111
Total of all active and inactive participants2011-06-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-0145
Number of participants with account balances2011-06-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2010 401k membership
Total participants, beginning-of-year2010-06-0152
Total number of active participants reported on line 7a of the Form 55002010-06-0130
Number of retired or separated participants receiving benefits2010-06-014
Number of other retired or separated participants entitled to future benefits2010-06-0111
Total of all active and inactive participants2010-06-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-0145
Number of participants with account balances2010-06-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: WINDES, INC. MONEY PURCHASE PENSION PLAN II 2009 401k membership
Total participants, beginning-of-year2009-06-0149
Total number of active participants reported on line 7a of the Form 55002009-06-0131
Number of retired or separated participants receiving benefits2009-06-014
Number of other retired or separated participants entitled to future benefits2009-06-0110
Total of all active and inactive participants2009-06-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-0145
Number of participants with account balances2009-06-0145
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 II

Measure Date Value
2023 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2023 401k financial data
Total plan liabilities at end of year2023-05-31$0
Total plan liabilities at beginning of year2023-05-31$0
Total income from all sources2023-05-31$-232,326
Expenses. Total of all expenses incurred2023-05-31$7,304,406
Benefits paid (including direct rollovers)2023-05-31$7,304,406
Total plan assets at end of year2023-05-31$10,494,245
Total plan assets at beginning of year2023-05-31$18,030,977
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$0
Contributions received from other sources (not participants or employers)2023-05-31$0
Other income received2023-05-31$-293,255
Noncash contributions received2023-05-31$0
Net income (gross income less expenses)2023-05-31$-7,536,732
Net plan assets at end of year (total assets less liabilities)2023-05-31$10,494,245
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$18,030,977
Assets. Value of participant loans2023-05-31$9,018
Total contributions received or receivable from employer(s)2023-05-31$60,929
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 II 2022 401k financial data
Total plan liabilities at end of year2022-05-31$0
Total plan liabilities at beginning of year2022-05-31$0
Total income from all sources2022-05-31$-407,690
Expenses. Total of all expenses incurred2022-05-31$1,008,657
Benefits paid (including direct rollovers)2022-05-31$1,008,657
Total plan assets at end of year2022-05-31$18,030,977
Total plan assets at beginning of year2022-05-31$19,447,324
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$0
Other income received2022-05-31$-482,314
Noncash contributions received2022-05-31$0
Net income (gross income less expenses)2022-05-31$-1,416,347
Net plan assets at end of year (total assets less liabilities)2022-05-31$18,030,977
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$19,447,324
Assets. Value of participant loans2022-05-31$16,966
Total contributions received or receivable from employer(s)2022-05-31$74,624
2021 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2021 401k financial data
Total plan liabilities at end of year2021-05-31$7,552
Total plan liabilities at beginning of year2021-05-31$7,552
Total income from all sources2021-05-31$4,898,794
Expenses. Total of all expenses incurred2021-05-31$1,473,267
Benefits paid (including direct rollovers)2021-05-31$1,473,267
Total plan assets at end of year2021-05-31$19,454,876
Total plan assets at beginning of year2021-05-31$16,029,349
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$4,821,644
Noncash contributions received2021-05-31$0
Net income (gross income less expenses)2021-05-31$3,425,527
Net plan assets at end of year (total assets less liabilities)2021-05-31$19,447,324
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$16,021,797
Assets. Value of participant loans2021-05-31$23,614
Total contributions received or receivable from employer(s)2021-05-31$77,150
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$77,150
Amount contributed by the employer to the plan for this plan year2021-05-31$77,150
2020 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2020 401k financial data
Total plan liabilities at end of year2020-05-31$7,552
Total plan liabilities at beginning of year2020-05-31$7,552
Total income from all sources2020-05-31$568,678
Expenses. Total of all expenses incurred2020-05-31$583,639
Benefits paid (including direct rollovers)2020-05-31$583,639
Total plan assets at end of year2020-05-31$16,029,349
Total plan assets at beginning of year2020-05-31$16,044,310
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$0
Contributions received from other sources (not participants or employers)2020-05-31$0
Other income received2020-05-31$488,891
Noncash contributions received2020-05-31$0
Net income (gross income less expenses)2020-05-31$-14,961
Net plan assets at end of year (total assets less liabilities)2020-05-31$16,021,797
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$16,036,758
Assets. Value of participant loans2020-05-31$19,992
Total contributions received or receivable from employer(s)2020-05-31$79,787
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 II 2019 401k financial data
Total plan liabilities at end of year2019-05-31$7,552
Total plan liabilities at beginning of year2019-05-31$7,637
Total income from all sources2019-05-31$559,455
Expenses. Total of all expenses incurred2019-05-31$652,415
Benefits paid (including direct rollovers)2019-05-31$563,138
Total plan assets at end of year2019-05-31$16,044,310
Total plan assets at beginning of year2019-05-31$16,137,355
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$89,277
Contributions received from other sources (not participants or employers)2019-05-31$0
Other income received2019-05-31$468,923
Noncash contributions received2019-05-31$0
Net income (gross income less expenses)2019-05-31$-92,960
Net plan assets at end of year (total assets less liabilities)2019-05-31$16,036,758
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$16,129,718
Assets. Value of participant loans2019-05-31$23,819
Total contributions received or receivable from employer(s)2019-05-31$90,532
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$90,532
Amount contributed by the employer to the plan for this plan year2019-05-31$90,532
2018 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2018 401k financial data
Total plan liabilities at end of year2018-05-31$7,637
Total plan liabilities at beginning of year2018-05-31$7,794
Total income from all sources2018-05-31$1,550,148
Expenses. Total of all expenses incurred2018-05-31$636,912
Benefits paid (including direct rollovers)2018-05-31$550,764
Total plan assets at end of year2018-05-31$16,137,355
Total plan assets at beginning of year2018-05-31$15,224,276
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$86,148
Contributions received from other sources (not participants or employers)2018-05-31$0
Other income received2018-05-31$1,451,959
Noncash contributions received2018-05-31$0
Net income (gross income less expenses)2018-05-31$913,236
Net plan assets at end of year (total assets less liabilities)2018-05-31$16,129,718
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$15,216,482
Assets. Value of participant loans2018-05-31$19,713
Total contributions received or receivable from employer(s)2018-05-31$98,189
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$98,189
Amount contributed by the employer to the plan for this plan year2018-05-31$98,189
2017 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2017 401k financial data
Total plan liabilities at end of year2017-05-31$7,794
Total plan liabilities at beginning of year2017-05-31$0
Total income from all sources2017-05-31$1,770,885
Expenses. Total of all expenses incurred2017-05-31$831,610
Benefits paid (including direct rollovers)2017-05-31$771,581
Total plan assets at end of year2017-05-31$15,224,276
Total plan assets at beginning of year2017-05-31$14,277,207
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$60,029
Contributions received from other sources (not participants or employers)2017-05-31$0
Other income received2017-05-31$1,659,564
Noncash contributions received2017-05-31$0
Net income (gross income less expenses)2017-05-31$939,275
Net plan assets at end of year (total assets less liabilities)2017-05-31$15,216,482
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$14,277,207
Assets. Value of participant loans2017-05-31$34,878
Total contributions received or receivable from employer(s)2017-05-31$111,321
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$111,321
Amount contributed by the employer to the plan for this plan year2017-05-31$111,321
2016 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 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$92,561
Expenses. Total of all expenses incurred2016-05-31$880,860
Benefits paid (including direct rollovers)2016-05-31$820,349
Total plan assets at end of year2016-05-31$14,277,207
Total plan assets at beginning of year2016-05-31$15,065,506
Value of fidelity bond covering the plan2016-05-31$500,000
Expenses. Other expenses not covered elsewhere2016-05-31$0
Other income received2016-05-31$-22,683
Net income (gross income less expenses)2016-05-31$-788,299
Net plan assets at end of year (total assets less liabilities)2016-05-31$14,277,207
Net plan assets at beginning of year (total assets less liabilities)2016-05-31$15,065,506
Assets. Value of participant loans2016-05-31$51,802
Total contributions received or receivable from employer(s)2016-05-31$115,244
Expenses. Administrative service providers (salaries,fees and commissions)2016-05-31$60,511
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$115,244
Amount contributed by the employer to the plan for this plan year2016-05-31$115,244
2015 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2015 401k financial data
Total plan liabilities at end of year2015-05-31$2,565
Total plan liabilities at beginning of year2015-05-31$0
Total income from all sources2015-05-31$744,334
Expenses. Total of all expenses incurred2015-05-31$571,016
Benefits paid (including direct rollovers)2015-05-31$509,028
Total plan assets at end of year2015-05-31$15,068,071
Total plan assets at beginning of year2015-05-31$14,892,188
Value of fidelity bond covering the plan2015-05-31$500,000
Assets. Value of loans (other than to participants)2015-05-31$177,500
Other income received2015-05-31$629,218
Net income (gross income less expenses)2015-05-31$173,318
Net plan assets at end of year (total assets less liabilities)2015-05-31$15,065,506
Net plan assets at beginning of year (total assets less liabilities)2015-05-31$14,892,188
Assets. Value of participant loans2015-05-31$87,412
Assets. Value of assets in partnership/joint-venture interests2015-05-31$42,223
Total contributions received or receivable from employer(s)2015-05-31$115,116
Expenses. Administrative service providers (salaries,fees and commissions)2015-05-31$61,988
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$115,116
Amount contributed by the employer to the plan for this plan year2015-05-31$115,116
2014 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 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$1,875,096
Expenses. Total of all expenses incurred2014-05-31$2,160,981
Benefits paid (including direct rollovers)2014-05-31$2,103,180
Total plan assets at end of year2014-05-31$14,892,188
Total plan assets at beginning of year2014-05-31$15,178,073
Value of fidelity bond covering the plan2014-05-31$500,000
Total contributions received or receivable from participants2014-05-31$0
Assets. Value of loans (other than to participants)2014-05-31$177,500
Expenses. Other expenses not covered elsewhere2014-05-31$57,801
Contributions received from other sources (not participants or employers)2014-05-31$0
Other income received2014-05-31$1,763,767
Noncash contributions received2014-05-31$0
Net income (gross income less expenses)2014-05-31$-285,885
Net plan assets at end of year (total assets less liabilities)2014-05-31$14,892,188
Net plan assets at beginning of year (total assets less liabilities)2014-05-31$15,178,073
Assets. Value of participant loans2014-05-31$98,992
Assets. Value of assets in partnership/joint-venture interests2014-05-31$44,749
Total contributions received or receivable from employer(s)2014-05-31$111,329
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$111,329
Amount contributed by the employer to the plan for this plan year2014-05-31$111,329
2013 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2013 401k financial data
Total plan liabilities at end of year2013-05-31$0
Total income from all sources2013-05-31$2,297,664
Expenses. Total of all expenses incurred2013-05-31$872,020
Benefits paid (including direct rollovers)2013-05-31$826,351
Total plan assets at end of year2013-05-31$15,178,073
Total plan assets at beginning of year2013-05-31$13,752,429
Value of fidelity bond covering the plan2013-05-31$500,000
Assets. Value of loans (other than to participants)2013-05-31$157,500
Expenses. Other expenses not covered elsewhere2013-05-31$45,669
Other income received2013-05-31$2,177,104
Net income (gross income less expenses)2013-05-31$1,425,644
Net plan assets at end of year (total assets less liabilities)2013-05-31$15,178,073
Net plan assets at beginning of year (total assets less liabilities)2013-05-31$13,752,429
Assets. Value of participant loans2013-05-31$150,708
Assets. Value of assets in partnership/joint-venture interests2013-05-31$52,964
Total contributions received or receivable from employer(s)2013-05-31$120,560
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$120,560
Amount contributed by the employer to the plan for this plan year2013-05-31$120,560
2012 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2012 401k financial data
Total income from all sources2012-05-31$-5,086
Expenses. Total of all expenses incurred2012-05-31$498,600
Benefits paid (including direct rollovers)2012-05-31$451,902
Total plan assets at end of year2012-05-31$13,752,429
Total plan assets at beginning of year2012-05-31$14,256,115
Value of fidelity bond covering the plan2012-05-31$500,000
Assets. Value of loans (other than to participants)2012-05-31$457,500
Expenses. Other expenses not covered elsewhere2012-05-31$46,698
Other income received2012-05-31$-130,723
Net income (gross income less expenses)2012-05-31$-503,686
Net plan assets at end of year (total assets less liabilities)2012-05-31$13,752,429
Net plan assets at beginning of year (total assets less liabilities)2012-05-31$14,256,115
Assets. Value of participant loans2012-05-31$181,730
Total contributions received or receivable from employer(s)2012-05-31$125,637
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$125,637
Amount contributed by the employer to the plan for this plan year2012-05-31$125,637
2011 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 2011 401k financial data
Total plan liabilities at beginning of year2011-05-31$0
Total income from all sources2011-05-31$2,349,159
Expenses. Total of all expenses incurred2011-05-31$1,147,028
Benefits paid (including direct rollovers)2011-05-31$1,106,958
Total plan assets at end of year2011-05-31$14,256,115
Total plan assets at beginning of year2011-05-31$13,053,984
Value of fidelity bond covering the plan2011-05-31$500,000
Assets. Value of loans (other than to participants)2011-05-31$310,590
Expenses. Other expenses not covered elsewhere2011-05-31$40,070
Other income received2011-05-31$2,216,711
Net income (gross income less expenses)2011-05-31$1,202,131
Net plan assets at end of year (total assets less liabilities)2011-05-31$14,256,115
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$13,053,984
Assets. Value of participant loans2011-05-31$176,589
Total contributions received or receivable from employer(s)2011-05-31$132,448
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$132,448
Amount contributed by the employer to the plan for this plan year2011-05-31$132,448
2010 : WINDES, INC. MONEY PURCHASE PENSION PLAN II 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$132,151
Amount contributed by the employer to the plan for this plan year2010-05-31$132,151

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

2022: WINDES, INC. MONEY PURCHASE PENSION PLAN II 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 II 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedYes
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 II 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 II 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 II 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 II 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 II 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 – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WINDES, INC. MONEY PURCHASE PENSION PLAN II 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 – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WINDES, INC. MONEY PURCHASE PENSION PLAN II 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 – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WINDES, INC. MONEY PURCHASE PENSION PLAN II 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 II 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 II 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 II 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 II 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 – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70475449
Policy instance 1
Insurance contract or identification number70475449
Number of Individuals Covered1
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70475449
Policy instance 1
Insurance contract or identification number70475449
Number of Individuals Covered1
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70475449
Policy instance 1
Insurance contract or identification number70475449
Number of Individuals Covered1
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70475449
Policy instance 1
Insurance contract or identification number70475449
Number of Individuals Covered1
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number70475449
Policy instance 1
Insurance contract or identification number70475449
Number of Individuals Covered1
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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