W. T. Winter Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: W. T. Winter Associates, INC.
  • Sponsor EIN: 222710819
  • Sponsor Address: 20A KULICK RD, FAIRFIELD, NJ, 070043308
  • Plan Type: 401(k)
  • Total Participants: 31
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202331$5.3M$46,500$193,616
202232$4.4M$51,159$182,161

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