Winton Ireland Insurance Agency INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Winton Ireland Insurance Agency INC.
  • Sponsor EIN: 942667917
  • Sponsor Address: 627 EAST CANAL DRIVE, TURLOCK, CA, 95380
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 100
  • Total Assets: $24.9M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023100$24.9M$416,314$792,740
202295$21.3M$304,658$719,538

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