Original filing (PDF)20241013105432NAL0014019459001

DEJURE & WINDSTEIN, INC.

Name: DEJURE & WINDSTEIN, INC. — DEJURE & WINDSTEIN, INC. EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DEJURE & WINDSTEIN, INC.

Form 5500-SF

FILING_RECEIVED

DEJURE & WINDSTEIN, INC. EMPLOYEE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DEJURE & WINDSTEIN, INC..

Plan sponsor

Name

DEJURE & WINDSTEIN, INC.

EIN

23-1682405

Address

PO BOX 7807 · LANCASTER, PA · 176047807

Phone

(717) 468-2014

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2024-10-13

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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