Wingate Sales Associates LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wingate Sales Associates LLC
  • Sponsor EIN: 020472992
  • Sponsor Address: 60 WATER STREET, APT 1201, BROOKLYN, NY, 11201
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 1
  • Total Assets: $733,980

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$733,980$16,951$23,500
20244$4.1M$0$96,080
20234$3.5M$89,032$86,400
20224$3.2M$89,050$77,100

Similar Plans