Winderweedle, Haines, Ward & Woodman, P.A. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Winderweedle, Haines, Ward & Woodman, P.A.
  • Sponsor EIN: 591295597
  • Sponsor Address: 329 N PARK AVE #2, WINTER PARK, FL, 32789
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 43
  • Total Assets: $3,244

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202443$3,244$803,604$303,813
202346$1,622$721,037$340,463
202245$6,468$710,793$307,187

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