Original filing (PDF)20251008124141NAL0003287907001

JEFF WINTON ASSOCIATES

Name: JEFF WINTON ASSOCIATES — JEFF WINTON ASSOCIATES CASH BALANCE PLAN, Form 5500 (2024)
Creator: JEFF WINTON ASSOCIATES

Form 5500-SF

FILING_RECEIVED

JEFF WINTON ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF WINTON ASSOCIATES.

Plan sponsor

Name

JEFF WINTON ASSOCIATES

EIN

84-4691460

Address

3353 WALL STREET · MAYVILLE, NY · 14757

Phone

(908) 870-4919

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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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