Original filing (PDF)20240723153848NAL0011587505001

RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS

Name: RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS — RONALD D WINTER & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS

Form 5500-SF

FILING_RECEIVED

RONALD D WINTER & ASSOCIATES PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS.

Plan sponsor

Name

RONALD D WINTER & ASSOCIATES CERTIFIED PUBLIC ACCOUNTANT AND CONS

EIN

94-3316867

Address

655 MARINERS ISLAND BLVD STE 306 · SAN MATEO, CA · 944041061

Phone

(650) 578-1993

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

RONALD D WINTER & ASSOCIATES

EIN

94-3316867

City

SAN MATEO, CA

Phone

(650) 578-1993

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

2J · 401(k) feature

2K · 401(m) arrangement

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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