How big is Winebrenner Capital Management's plan?

Winebrenner Capital Management's plan reported $648 in assets and 9 participants for 2024.

Original filing (PDF)20251229132857NAL0028556016001

Winebrenner Capital Management

Name: Winebrenner Capital Management — Winebrenner Capital, Form 5500 (2024)
Creator: Winebrenner Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Winebrenner Capital Management CBS Benefit Plan

Health & welfare plan · Winebrenner Capital Management's Winebrenner Capital Management CBS Benefit Plan held $648 in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$648

Net assets (EOY)

$207

People on this filing

Joseph HSU signed Winebrenner Capital Management's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Winebrenner Capital Management's EIN is 27-3137338.

EIN 27-3137338

Plan number 501

Plan year 2024

ACK ID 20251229132857NAL0028556016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Winebrenner Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Winebrenner Capital Management's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WINEBRENNER CAPITAL MANAGEMENT.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score