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

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

Plan Name	WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III
Plan identification number	020

WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 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.
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 III

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
020 2022-06-01 DENNIS HADEEN 2024-03-15
020 2021-06-01 JAMES A. CORDOVA 2023-03-13
020 2020-06-01 JAMES A. CORDOVA 2022-03-14
020 2019-06-01 JAMES A. CORDOVA 2021-03-15
020 2018-06-01 JOHN DICARLO 2020-03-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
020	2022-06-01	DENNIS HADEEN	2024-03-15
020	2021-06-01	JAMES A. CORDOVA	2023-03-13
020	2020-06-01	JAMES A. CORDOVA	2022-03-14
020	2019-06-01	JAMES A. CORDOVA	2021-03-15
020	2018-06-01	JOHN DICARLO	2020-03-16

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

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

Measure Date Value
2022: WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 2022 401k membership
Total participants, beginning-of-year 2022-06-01 63
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 69
Number of retired or separated participants receiving benefits 2022-06-01 16
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 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-06-01 0
Total participants 2022-06-01 85
Number of participants with account balances 2022-06-01 85
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 III 2021 401k membership
Total participants, beginning-of-year 2021-06-01 69
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 50
Number of retired or separated participants receiving benefits 2021-06-01 13
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 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-06-01 0
Total participants 2021-06-01 63
Number of participants with account balances 2021-06-01 63
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 III 2020 401k membership
Total participants, beginning-of-year 2020-06-01 38
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 60
Number of retired or separated participants receiving benefits 2020-06-01 9
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 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-06-01 0
Total participants 2020-06-01 69
Number of participants with account balances 2020-06-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-06-01 3
2019: WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 2019 401k membership
Total participants, beginning-of-year 2019-06-01 15
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 30
Number of retired or separated participants receiving benefits 2019-06-01 8
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 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 38
Number of participants with account balances 2019-06-01 38
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 III 2018 401k membership
Total participants, beginning-of-year 2018-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 15
Number of retired or separated participants receiving benefits 2018-06-01 0
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 15
Number of participants with account balances 2018-06-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0

Measure	Date	Value
2022: WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 2022 401k membership
Total participants, beginning-of-year	2022-06-01	63
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	69
Number of retired or separated participants receiving benefits	2022-06-01	16
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	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-06-01	0
Total participants	2022-06-01	85
Number of participants with account balances	2022-06-01	85
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 III 2021 401k membership
Total participants, beginning-of-year	2021-06-01	69
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	50
Number of retired or separated participants receiving benefits	2021-06-01	13
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	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-06-01	0
Total participants	2021-06-01	63
Number of participants with account balances	2021-06-01	63
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 III 2020 401k membership
Total participants, beginning-of-year	2020-06-01	38
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	60
Number of retired or separated participants receiving benefits	2020-06-01	9
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	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-06-01	0
Total participants	2020-06-01	69
Number of participants with account balances	2020-06-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-06-01	3
2019: WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 2019 401k membership
Total participants, beginning-of-year	2019-06-01	15
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	30
Number of retired or separated participants receiving benefits	2019-06-01	8
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	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	38
Number of participants with account balances	2019-06-01	38
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 III 2018 401k membership
Total participants, beginning-of-year	2018-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	15
Number of retired or separated participants receiving benefits	2018-06-01	0
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	15
Number of participants with account balances	2018-06-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0

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

Measure	Date	Value
2023 : WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 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	$1,090,172
Expenses. Total of all expenses incurred	2023-05-31	$188,993
Benefits paid (including direct rollovers)	2023-05-31	$179,006
Total plan assets at end of year	2023-05-31	$3,028,896
Total plan assets at beginning of year	2023-05-31	$2,127,717
Value of fidelity bond covering the plan	2023-05-31	$500,000
Total contributions received or receivable from participants	2023-05-31	$673,180
Expenses. Other expenses not covered elsewhere	2023-05-31	$9,987
Contributions received from other sources (not participants or employers)	2023-05-31	$19,701
Other income received	2023-05-31	$53,340
Noncash contributions received	2023-05-31	$0
Net income (gross income less expenses)	2023-05-31	$901,179
Net plan assets at end of year (total assets less liabilities)	2023-05-31	$3,028,896
Net plan assets at beginning of year (total assets less liabilities)	2023-05-31	$2,127,717
Total contributions received or receivable from employer(s)	2023-05-31	$343,951
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 III 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	$674,451
Expenses. Total of all expenses incurred	2022-05-31	$500,844
Benefits paid (including direct rollovers)	2022-05-31	$500,844
Total plan assets at end of year	2022-05-31	$2,127,717
Total plan assets at beginning of year	2022-05-31	$1,954,110
Value of fidelity bond covering the plan	2022-05-31	$500,000
Total contributions received or receivable from participants	2022-05-31	$496,163
Expenses. Other expenses not covered elsewhere	2022-05-31	$0
Contributions received from other sources (not participants or employers)	2022-05-31	$0
Other income received	2022-05-31	$-136,097
Noncash contributions received	2022-05-31	$0
Net income (gross income less expenses)	2022-05-31	$173,607
Net plan assets at end of year (total assets less liabilities)	2022-05-31	$2,127,717
Net plan assets at beginning of year (total assets less liabilities)	2022-05-31	$1,954,110
Total contributions received or receivable from employer(s)	2022-05-31	$314,385
Value of certain deemed distributions of participant loans	2022-05-31	$0
Value of corrective distributions	2022-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-05-31	$0
2021 : WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 2021 401k financial data
Total plan liabilities at end of year	2021-05-31	$0
Total plan liabilities at beginning of year	2021-05-31	$0
Total income from all sources	2021-05-31	$1,079,307
Expenses. Total of all expenses incurred	2021-05-31	$20,054
Benefits paid (including direct rollovers)	2021-05-31	$20,054
Total plan assets at end of year	2021-05-31	$1,954,110
Total plan assets at beginning of year	2021-05-31	$894,857
Value of fidelity bond covering the plan	2021-05-31	$500,000
Total contributions received or receivable from participants	2021-05-31	$580,878
Expenses. Other expenses not covered elsewhere	2021-05-31	$0
Contributions received from other sources (not participants or employers)	2021-05-31	$0
Other income received	2021-05-31	$198,967
Noncash contributions received	2021-05-31	$0
Net income (gross income less expenses)	2021-05-31	$1,059,253
Net plan assets at end of year (total assets less liabilities)	2021-05-31	$1,954,110
Net plan assets at beginning of year (total assets less liabilities)	2021-05-31	$894,857
Total contributions received or receivable from employer(s)	2021-05-31	$299,462
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 III 2020 401k financial data
Total plan liabilities at end of year	2020-05-31	$0
Total plan liabilities at beginning of year	2020-05-31	$0
Total income from all sources	2020-05-31	$638,627
Expenses. Total of all expenses incurred	2020-05-31	$0
Benefits paid (including direct rollovers)	2020-05-31	$0
Total plan assets at end of year	2020-05-31	$894,857
Total plan assets at beginning of year	2020-05-31	$256,230
Value of fidelity bond covering the plan	2020-05-31	$500,000
Total contributions received or receivable from participants	2020-05-31	$307,583
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	$17,933
Noncash contributions received	2020-05-31	$0
Net income (gross income less expenses)	2020-05-31	$638,627
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$894,857
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$256,230
Total contributions received or receivable from employer(s)	2020-05-31	$313,111
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 III 2019 401k financial data
Total income from all sources	2019-05-31	$256,230
Expenses. Total of all expenses incurred	2019-05-31	$0
Total plan assets at end of year	2019-05-31	$256,230
Total plan assets at beginning of year	2019-05-31	$0
Value of fidelity bond covering the plan	2019-05-31	$500,000
Total contributions received or receivable from participants	2019-05-31	$132,566
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$2,405
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$256,230
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$256,230
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$0
Total contributions received or receivable from employer(s)	2019-05-31	$121,259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0

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

2022: WINDES, INC. EMPLOYEES' PROFIT SHARING/401(K) PLAN III 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 III 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 III 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 III 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 III 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	First time form 5500 has been submitted	Yes
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

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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