How big is C. Winchell Agency's plan?

C. Winchell Agency's plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20251001101815NAL0031394162001

C. Winchell Agency

Name: C. Winchell Agency — C. Winchell Agency 401(k) PS, Form 5500 (2024)
Creator: C. Winchell Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C. Winchell Agency 401(k) PS Plan & Trust

401(k) retirement plan · C. Winchell Agency's C. Winchell Agency 401(k) PS Plan & Trust held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

C. Winchell Agency's EIN is 23-2686422.

EIN 23-2686422

Plan number 001

Plan year 2024

ACK ID 20251001101815NAL0031394162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C. Winchell Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C. Winchell Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C. WINCHELL AGENCY.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score