Original filing (PDF)20250902075901NAL0024129728001

WINTERS & YONKER, P.A.

Name: WINTERS & YONKER, P.A. — WINTERS & YONKER, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: WINTERS & YONKER, P.A.

Form 5500-SF

FILING_RECEIVED

WINTERS & YONKER, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 WINTERS & YONKER, P.A..

Plan sponsor

Name

WINTERS & YONKER, P.A.

EIN

46-1002266

Address

601 W. SWANN AVENUE · TAMPA, FL · 33606

Phone

(813) 223-6200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SPESIA & TAYLOR

SPESIA & TAYLOR CASH BALANCE PLAN

$6.7M · 14 participants

CONSOLE MATTIACCI LAW, LLC

$6.7M · 27 participants

ISICOFF & RAGATZ, PLLC

ISICOFF & RAGATZ, PLLC. 401(K) PLAN

$6.7M · 9 participants

ROSS, BRITTAIN & SCHONBERG CO., LPA

ROSS, BRITTAIN & SCHONBERG CO., L.P.A. 401(K) PROFIT SHARING PLAN

$6.7M · 31 participants

MARKUN, ZUSMAN, FRENIERE & COMPTON LLP

MARKUN, ZUSMAN AND COMPTON LLP 401(K) PROFIT SHARING PLAN