401k Plan data: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II plan

WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 401k Plan overview

Plan Name	WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II
Plan identification number	018

WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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. EMPLOYEES PROFIT SHARING/401(K) PLAN II

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
018 2022-06-01 DENNIS HADEEN 2024-03-15
018 2021-06-01 JAMES A. CORDOVA 2023-03-13
018 2020-06-01 JAMES A. CORDOVA 2022-03-14
018 2019-06-01 JAMES A. CORDOVA 2021-03-15
018 2018-06-01 JOHN DICARLO 2020-03-16
018 2017-06-01
018 2016-06-01
018 2015-06-01
018 2014-06-01 JOHN DICARLO
018 2013-06-01 JOHN DICARLO
018 2012-06-01 JOHN DICARLO
018 2011-06-01 JOHN DICARLO
018 2010-06-01 JOHN DICARLO
018 2009-06-01 JOHN DICARLO JOHN DICARLO 2010-12-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
018	2022-06-01	DENNIS HADEEN	2024-03-15
018	2021-06-01	JAMES A. CORDOVA	2023-03-13
018	2020-06-01	JAMES A. CORDOVA	2022-03-14
018	2019-06-01	JAMES A. CORDOVA	2021-03-15
018	2018-06-01	JOHN DICARLO	2020-03-16
018	2017-06-01
018	2016-06-01
018	2015-06-01
018	2014-06-01	JOHN DICARLO
018	2013-06-01	JOHN DICARLO
018	2012-06-01	JOHN DICARLO
018	2011-06-01	JOHN DICARLO
018	2010-06-01	JOHN DICARLO
018	2009-06-01	JOHN DICARLO		JOHN DICARLO	2010-12-23

Plan Statistics for WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II

401k plan membership statisitcs for WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II

Measure Date Value
2022: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2022 401k membership
Total participants, beginning-of-year 2022-06-01 21
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 9
Number of retired or separated participants receiving benefits 2022-06-01 10
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 1
Total participants 2022-06-01 20
Number of participants with account balances 2022-06-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-06-01 0
2021: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2021 401k membership
Total participants, beginning-of-year 2021-06-01 24
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 11
Number of retired or separated participants receiving benefits 2021-06-01 10
Number of other retired or separated participants entitled to future benefits 2021-06-01 0
Total of all active and inactive participants 2021-06-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 21
Number of participants with account balances 2021-06-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-06-01 0
2020: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2020 401k membership
Total participants, beginning-of-year 2020-06-01 26
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 13
Number of retired or separated participants receiving benefits 2020-06-01 11
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 24
Number of participants with account balances 2020-06-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 0
2019: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2019 401k membership
Total participants, beginning-of-year 2019-06-01 27
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 14
Number of retired or separated participants receiving benefits 2019-06-01 12
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 26
Number of participants with account balances 2019-06-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 0
2018: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2018 401k membership
Total participants, beginning-of-year 2018-06-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 16
Number of retired or separated participants receiving benefits 2018-06-01 11
Number of other retired or separated participants entitled to future benefits 2018-06-01 0
Total of all active and inactive participants 2018-06-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 27
Number of participants with account balances 2018-06-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2017 401k membership
Total participants, beginning-of-year 2017-06-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 19
Number of retired or separated participants receiving benefits 2017-06-01 9
Number of other retired or separated participants entitled to future benefits 2017-06-01 0
Total of all active and inactive participants 2017-06-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 28
Number of participants with account balances 2017-06-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2016 401k membership
Total participants, beginning-of-year 2016-06-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 21
Number of retired or separated participants receiving benefits 2016-06-01 8
Number of other retired or separated participants entitled to future benefits 2016-06-01 0
Total of all active and inactive participants 2016-06-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 29
Number of participants with account balances 2016-06-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2015 401k membership
Total participants, beginning-of-year 2015-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 23
Number of retired or separated participants receiving benefits 2015-06-01 8
Number of other retired or separated participants entitled to future benefits 2015-06-01 0
Total of all active and inactive participants 2015-06-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 31
Number of participants with account balances 2015-06-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 0
2014: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2014 401k membership
Total participants, beginning-of-year 2014-06-01 34
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 26
Number of retired or separated participants receiving benefits 2014-06-01 8
Number of other retired or separated participants entitled to future benefits 2014-06-01 0
Total of all active and inactive participants 2014-06-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 34
Number of participants with account balances 2014-06-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2013 401k membership
Total participants, beginning-of-year 2013-06-01 38
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 25
Number of retired or separated participants receiving benefits 2013-06-01 9
Number of other retired or separated participants entitled to future benefits 2013-06-01 0
Total of all active and inactive participants 2013-06-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 34
Number of participants with account balances 2013-06-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2012 401k membership
Total participants, beginning-of-year 2012-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 27
Number of retired or separated participants receiving benefits 2012-06-01 11
Number of other retired or separated participants entitled to future benefits 2012-06-01 0
Total of all active and inactive participants 2012-06-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 38
Number of participants with account balances 2012-06-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2011 401k membership
Total participants, beginning-of-year 2011-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 28
Number of retired or separated participants receiving benefits 2011-06-01 1
Number of other retired or separated participants entitled to future benefits 2011-06-01 16
Total of all active and inactive participants 2011-06-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 45
Number of participants with account balances 2011-06-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2010 401k membership
Total participants, beginning-of-year 2010-06-01 45
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 30
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 15
Total of all active and inactive participants 2010-06-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 45
Number of participants with account balances 2010-06-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2009 401k membership
Total participants, beginning-of-year 2009-06-01 51
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 39
Number of retired or separated participants receiving benefits 2009-06-01 0
Number of other retired or separated participants entitled to future benefits 2009-06-01 6
Total of all active and inactive participants 2009-06-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 45
Number of participants with account balances 2009-06-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 0

Measure	Date	Value
2022: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2022 401k membership
Total participants, beginning-of-year	2022-06-01	21
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	9
Number of retired or separated participants receiving benefits	2022-06-01	10
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	1
Total participants	2022-06-01	20
Number of participants with account balances	2022-06-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-06-01	0
2021: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2021 401k membership
Total participants, beginning-of-year	2021-06-01	24
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	11
Number of retired or separated participants receiving benefits	2021-06-01	10
Number of other retired or separated participants entitled to future benefits	2021-06-01	0
Total of all active and inactive participants	2021-06-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	21
Number of participants with account balances	2021-06-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-06-01	0
2020: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2020 401k membership
Total participants, beginning-of-year	2020-06-01	26
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	13
Number of retired or separated participants receiving benefits	2020-06-01	11
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	24
Number of participants with account balances	2020-06-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	0
2019: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2019 401k membership
Total participants, beginning-of-year	2019-06-01	27
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	14
Number of retired or separated participants receiving benefits	2019-06-01	12
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	26
Number of participants with account balances	2019-06-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	0
2018: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2018 401k membership
Total participants, beginning-of-year	2018-06-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	16
Number of retired or separated participants receiving benefits	2018-06-01	11
Number of other retired or separated participants entitled to future benefits	2018-06-01	0
Total of all active and inactive participants	2018-06-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	27
Number of participants with account balances	2018-06-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2017 401k membership
Total participants, beginning-of-year	2017-06-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	19
Number of retired or separated participants receiving benefits	2017-06-01	9
Number of other retired or separated participants entitled to future benefits	2017-06-01	0
Total of all active and inactive participants	2017-06-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	28
Number of participants with account balances	2017-06-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2016 401k membership
Total participants, beginning-of-year	2016-06-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	21
Number of retired or separated participants receiving benefits	2016-06-01	8
Number of other retired or separated participants entitled to future benefits	2016-06-01	0
Total of all active and inactive participants	2016-06-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	29
Number of participants with account balances	2016-06-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2015 401k membership
Total participants, beginning-of-year	2015-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	23
Number of retired or separated participants receiving benefits	2015-06-01	8
Number of other retired or separated participants entitled to future benefits	2015-06-01	0
Total of all active and inactive participants	2015-06-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	31
Number of participants with account balances	2015-06-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	0
2014: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2014 401k membership
Total participants, beginning-of-year	2014-06-01	34
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	26
Number of retired or separated participants receiving benefits	2014-06-01	8
Number of other retired or separated participants entitled to future benefits	2014-06-01	0
Total of all active and inactive participants	2014-06-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	34
Number of participants with account balances	2014-06-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2013 401k membership
Total participants, beginning-of-year	2013-06-01	38
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	25
Number of retired or separated participants receiving benefits	2013-06-01	9
Number of other retired or separated participants entitled to future benefits	2013-06-01	0
Total of all active and inactive participants	2013-06-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	34
Number of participants with account balances	2013-06-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2012 401k membership
Total participants, beginning-of-year	2012-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	27
Number of retired or separated participants receiving benefits	2012-06-01	11
Number of other retired or separated participants entitled to future benefits	2012-06-01	0
Total of all active and inactive participants	2012-06-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	38
Number of participants with account balances	2012-06-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2011 401k membership
Total participants, beginning-of-year	2011-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	28
Number of retired or separated participants receiving benefits	2011-06-01	1
Number of other retired or separated participants entitled to future benefits	2011-06-01	16
Total of all active and inactive participants	2011-06-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	45
Number of participants with account balances	2011-06-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2010 401k membership
Total participants, beginning-of-year	2010-06-01	45
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	30
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	15
Total of all active and inactive participants	2010-06-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	45
Number of participants with account balances	2010-06-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2009 401k membership
Total participants, beginning-of-year	2009-06-01	51
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	39
Number of retired or separated participants receiving benefits	2009-06-01	0
Number of other retired or separated participants entitled to future benefits	2009-06-01	6
Total of all active and inactive participants	2009-06-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	45
Number of participants with account balances	2009-06-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	0

Financial Data on WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II

Measure	Date	Value
2023 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2023 401k financial data
Total plan liabilities at end of year	2023-05-31	$0
Total plan liabilities at beginning of year	2023-05-31	$0
Total income from all sources	2023-05-31	$287,309
Expenses. Total of all expenses incurred	2023-05-31	$1,758,264
Benefits paid (including direct rollovers)	2023-05-31	$1,758,264
Total plan assets at end of year	2023-05-31	$17,146,839
Total plan assets at beginning of year	2023-05-31	$18,617,794
Value of fidelity bond covering the plan	2023-05-31	$500,000
Total contributions received or receivable from participants	2023-05-31	$112,688
Expenses. Other expenses not covered elsewhere	2023-05-31	$0
Contributions received from other sources (not participants or employers)	2023-05-31	$0
Other income received	2023-05-31	$-22,282
Noncash contributions received	2023-05-31	$0
Net income (gross income less expenses)	2023-05-31	$-1,470,955
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$17,146,839
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$18,617,794
Assets. Value of participant loans	2023-05-31	$10,555
Total contributions received or receivable from employer(s)	2023-05-31	$196,903
Value of certain deemed distributions of participant loans	2023-05-31	$0
Value of corrective distributions	2023-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-05-31	$0
2022 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2022 401k financial data
Total plan liabilities at end of year	2022-05-31	$0
Total plan liabilities at beginning of year	2022-05-31	$0
Total income from all sources	2022-05-31	$-855,046
Expenses. Total of all expenses incurred	2022-05-31	$1,038,470
Benefits paid (including direct rollovers)	2022-05-31	$1,038,470
Total plan assets at end of year	2022-05-31	$18,620,694
Total plan assets at beginning of year	2022-05-31	$20,514,210
Value of fidelity bond covering the plan	2022-05-31	$500,000
Total contributions received or receivable from participants	2022-05-31	$134,160
Contributions received from other sources (not participants or employers)	2022-05-31	$0
Other income received	2022-05-31	$-1,318,254
Noncash contributions received	2022-05-31	$0
Net income (gross income less expenses)	2022-05-31	$-1,893,516
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$18,620,694
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$20,514,210
Assets. Value of participant loans	2022-05-31	$12,866
Total contributions received or receivable from employer(s)	2022-05-31	$329,048
2021 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2021 401k financial data
Total plan liabilities at end of year	2021-05-31	$5,358
Total plan liabilities at beginning of year	2021-05-31	$5,358
Total income from all sources	2021-05-31	$4,981,906
Expenses. Total of all expenses incurred	2021-05-31	$445,653
Benefits paid (including direct rollovers)	2021-05-31	$445,653
Total plan assets at end of year	2021-05-31	$20,519,568
Total plan assets at beginning of year	2021-05-31	$15,983,315
Value of fidelity bond covering the plan	2021-05-31	$500,000
Total contributions received or receivable from participants	2021-05-31	$160,202
Contributions received from other sources (not participants or employers)	2021-05-31	$0
Noncash contributions received	2021-05-31	$4,490,830
Net income (gross income less expenses)	2021-05-31	$4,536,253
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$20,514,210
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$15,977,957
Assets. Value of participant loans	2021-05-31	$18,122
Total contributions received or receivable from employer(s)	2021-05-31	$330,874
Value of certain deemed distributions of participant loans	2021-05-31	$0
Value of corrective distributions	2021-05-31	$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 securities	2021-05-31	$0
2020 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2020 401k financial data
Total plan liabilities at end of year	2020-05-31	$5,358
Total plan liabilities at beginning of year	2020-05-31	$5,358
Total income from all sources	2020-05-31	$604,248
Expenses. Total of all expenses incurred	2020-05-31	$714,168
Benefits paid (including direct rollovers)	2020-05-31	$714,168
Total plan assets at end of year	2020-05-31	$15,983,315
Total plan assets at beginning of year	2020-05-31	$16,093,235
Value of fidelity bond covering the plan	2020-05-31	$500,000
Total contributions received or receivable from participants	2020-05-31	$126,677
Expenses. Other expenses not covered elsewhere	2020-05-31	$0
Contributions received from other sources (not participants or employers)	2020-05-31	$0
Other income received	2020-05-31	$197,166
Noncash contributions received	2020-05-31	$0
Net income (gross income less expenses)	2020-05-31	$-109,920
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$15,977,957
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$16,087,877
Assets. Value of participant loans	2020-05-31	$14,133
Total contributions received or receivable from employer(s)	2020-05-31	$280,405
Value of certain deemed distributions of participant loans	2020-05-31	$0
Value of corrective distributions	2020-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-31	$0
2019 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2019 401k financial data
Total plan liabilities at end of year	2019-05-31	$5,358
Total plan liabilities at beginning of year	2019-05-31	$5,728
Total income from all sources	2019-05-31	$635,742
Expenses. Total of all expenses incurred	2019-05-31	$340,941
Benefits paid (including direct rollovers)	2019-05-31	$277,707
Total plan assets at end of year	2019-05-31	$16,093,235
Total plan assets at beginning of year	2019-05-31	$15,798,804
Value of fidelity bond covering the plan	2019-05-31	$500,000
Total contributions received or receivable from participants	2019-05-31	$189,312
Expenses. Other expenses not covered elsewhere	2019-05-31	$63,234
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$84,699
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$294,801
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$16,087,877
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$15,793,076
Assets. Value of participant loans	2019-05-31	$16,898
Total contributions received or receivable from employer(s)	2019-05-31	$361,731
Value of corrective distributions	2019-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2018 401k financial data
Total plan liabilities at end of year	2018-05-31	$5,728
Total plan liabilities at beginning of year	2018-05-31	$5,116
Total income from all sources	2018-05-31	$1,855,450
Expenses. Total of all expenses incurred	2018-05-31	$227,509
Benefits paid (including direct rollovers)	2018-05-31	$168,836
Total plan assets at end of year	2018-05-31	$15,798,804
Total plan assets at beginning of year	2018-05-31	$14,170,251
Value of fidelity bond covering the plan	2018-05-31	$500,000
Total contributions received or receivable from participants	2018-05-31	$188,777
Expenses. Other expenses not covered elsewhere	2018-05-31	$58,673
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$1,309,798
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$1,627,941
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$15,793,076
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$14,165,135
Assets. Value of participant loans	2018-05-31	$13,608
Total contributions received or receivable from employer(s)	2018-05-31	$356,875
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$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 securities	2018-05-31	$0
2017 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2017 401k financial data
Total plan liabilities at end of year	2017-05-31	$5,116
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$2,017,754
Expenses. Total of all expenses incurred	2017-05-31	$1,357,371
Benefits paid (including direct rollovers)	2017-05-31	$1,315,577
Total plan assets at end of year	2017-05-31	$14,170,251
Total plan assets at beginning of year	2017-05-31	$13,504,752
Value of fidelity bond covering the plan	2017-05-31	$500,000
Total contributions received or receivable from participants	2017-05-31	$182,281
Expenses. Other expenses not covered elsewhere	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$1,388,263
Noncash contributions received	2017-05-31	$0
Net income (gross income less expenses)	2017-05-31	$660,383
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$14,165,135
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$13,504,752
Assets. Value of participant loans	2017-05-31	$22,897
Total contributions received or receivable from employer(s)	2017-05-31	$447,210
Value of certain deemed distributions of participant loans	2017-05-31	$0
Value of corrective distributions	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$41,794
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-05-31	$0
2016 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2016 401k financial data
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$1,639
Total income from all sources	2016-05-31	$467,596
Expenses. Total of all expenses incurred	2016-05-31	$705,237
Benefits paid (including direct rollovers)	2016-05-31	$664,805
Total plan assets at end of year	2016-05-31	$13,504,752
Total plan assets at beginning of year	2016-05-31	$13,744,032
Value of fidelity bond covering the plan	2016-05-31	$500,000
Total contributions received or receivable from participants	2016-05-31	$176,481
Other income received	2016-05-31	$-133,340
Net income (gross income less expenses)	2016-05-31	$-237,641
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$13,504,752
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$13,742,393
Assets. Value of participant loans	2016-05-31	$34,807
Total contributions received or receivable from employer(s)	2016-05-31	$424,455
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$40,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2015 401k financial data
Total plan liabilities at end of year	2015-05-31	$1,639
Total plan liabilities at beginning of year	2015-05-31	$4,108
Total income from all sources	2015-05-31	$1,304,313
Expenses. Total of all expenses incurred	2015-05-31	$259,642
Benefits paid (including direct rollovers)	2015-05-31	$223,129
Total plan assets at end of year	2015-05-31	$13,744,032
Total plan assets at beginning of year	2015-05-31	$12,701,830
Value of fidelity bond covering the plan	2015-05-31	$500,000
Total contributions received or receivable from participants	2015-05-31	$149,940
Other income received	2015-05-31	$639,199
Net income (gross income less expenses)	2015-05-31	$1,044,671
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$13,742,393
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$12,697,722
Assets. Value of participant loans	2015-05-31	$55,843
Total contributions received or receivable from employer(s)	2015-05-31	$515,174
Expenses. Administrative service providers (salaries,fees and commissions)	2015-05-31	$36,513
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2014 401k financial data
Transfers to/from the plan	2014-05-31	$0
Total plan liabilities at end of year	2014-05-31	$4,108
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$1,728,291
Expenses. Total of all expenses incurred	2014-05-31	$457,717
Benefits paid (including direct rollovers)	2014-05-31	$426,315
Total plan assets at end of year	2014-05-31	$12,701,830
Total plan assets at beginning of year	2014-05-31	$11,427,148
Value of fidelity bond covering the plan	2014-05-31	$500,000
Total contributions received or receivable from participants	2014-05-31	$136,142
Expenses. Other expenses not covered elsewhere	2014-05-31	$31,402
Contributions received from other sources (not participants or employers)	2014-05-31	$0
Other income received	2014-05-31	$1,100,563
Noncash contributions received	2014-05-31	$0
Net income (gross income less expenses)	2014-05-31	$1,270,574
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$12,697,722
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$11,427,148
Assets. Value of participant loans	2014-05-31	$59,238
Total contributions received or receivable from employer(s)	2014-05-31	$491,586
Value of certain deemed distributions of participant loans	2014-05-31	$0
Value of corrective distributions	2014-05-31	$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 securities	2014-05-31	$0
2013 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2013 401k financial data
Total plan liabilities at end of year	2013-05-31	$0
Total income from all sources	2013-05-31	$2,024,898
Expenses. Total of all expenses incurred	2013-05-31	$746,923
Benefits paid (including direct rollovers)	2013-05-31	$723,529
Total plan assets at end of year	2013-05-31	$11,427,148
Total plan assets at beginning of year	2013-05-31	$10,149,173
Value of fidelity bond covering the plan	2013-05-31	$500,000
Total contributions received or receivable from participants	2013-05-31	$174,396
Expenses. Other expenses not covered elsewhere	2013-05-31	$23,394
Other income received	2013-05-31	$1,353,952
Net income (gross income less expenses)	2013-05-31	$1,277,975
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$11,427,148
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$10,149,173
Assets. Value of participant loans	2013-05-31	$77,560
Total contributions received or receivable from employer(s)	2013-05-31	$496,550
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2012 401k financial data
Total income from all sources	2012-05-31	$426,747
Expenses. Total of all expenses incurred	2012-05-31	$115,615
Benefits paid (including direct rollovers)	2012-05-31	$93,527
Total plan assets at end of year	2012-05-31	$10,149,173
Total plan assets at beginning of year	2012-05-31	$9,838,041
Value of fidelity bond covering the plan	2012-05-31	$500,000
Total contributions received or receivable from participants	2012-05-31	$155,949
Other income received	2012-05-31	$-238,184
Net income (gross income less expenses)	2012-05-31	$311,132
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$10,149,173
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$9,838,041
Assets. Value of participant loans	2012-05-31	$87,163
Total contributions received or receivable from employer(s)	2012-05-31	$508,982
Expenses. Administrative service providers (salaries,fees and commissions)	2012-05-31	$22,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2011 401k financial data
Total plan liabilities at beginning of year	2011-05-31	$0
Total income from all sources	2011-05-31	$1,868,508
Expenses. Total of all expenses incurred	2011-05-31	$101,933
Benefits paid (including direct rollovers)	2011-05-31	$85,000
Total plan assets at end of year	2011-05-31	$9,838,041
Total plan assets at beginning of year	2011-05-31	$8,071,466
Value of fidelity bond covering the plan	2011-05-31	$500,000
Total contributions received or receivable from participants	2011-05-31	$175,530
Assets. Value of loans (other than to participants)	2011-05-31	$146,910
Expenses. Other expenses not covered elsewhere	2011-05-31	$16,933
Other income received	2011-05-31	$1,152,546
Net income (gross income less expenses)	2011-05-31	$1,766,575
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$9,838,041
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$8,071,466
Assets. Value of participant loans	2011-05-31	$77,928
Total contributions received or receivable from employer(s)	2011-05-31	$540,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0

Form 5500 Responses for WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II

2022: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Trust	Yes
2022-06-01	Plan benefit arrangement - Trust	Yes
2021: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Trust	Yes
2021-06-01	Plan benefit arrangement - Trust	Yes
2020: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Trust	Yes
2020-06-01	Plan benefit arrangement - Trust	Yes
2019: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: WINDES, INC. EMPLOYEES PROFIT SHARING/401(K) PLAN II 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Insurance	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement – Insurance	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )

Policy contract number

70494294

Policy instance

Insurance contract or identification number	70494294
Number of Individuals Covered	1
Insurance policy start date	2015-06-01
Insurance policy end date	2016-05-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

70494294

Policy instance

Insurance contract or identification number	70494294
Number of Individuals Covered	1
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

70494294

Policy instance

Insurance contract or identification number	70494294
Number of Individuals Covered	1
Insurance policy start date	2013-06-01
Insurance policy end date	2014-05-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

70494294

Policy instance

Insurance contract or identification number	70494294
Number of Individuals Covered	1
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

70494294

Policy instance

Insurance contract or identification number	70494294
Number of Individuals Covered	1
Insurance policy start date	2011-06-01
Insurance policy end date	2012-05-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	WINDES, INC.
Employer identification number (EIN):	953001179
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

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