Winn-marion Barber, Llc 401(k) Plan (terminated 2024): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2024, when $15.2 million was transferred out of the plan. Assets moved to the INSPERITY 401K PLAN (sponsored by INSPERITY HOLDINGS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the INSPERITY 401K PLAN →

Winn-marion Barber, Llc 401(k) Plan Facts (plan year 2024)

Plan name
WM 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINN-MARION BARBER, LLC
Participants
380
Recordkeeper
Insperity Retirement Services
Plan year
Jan 1, 2024 – Mar 20, 2024
Plan established
Jan 1, 2012
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Mar 20, 2024), filed Oct 29, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $368,826 was paid out to participants.

How the Winn-marion Barber, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019287$10.3 million$697,466$660,368
2020334$11.1 million$377,077$1.77 million
2021305$13.2 million$561,139$743,084
2022306$11.8 million$844,354$1.02 million
2023321$14.9 million$1.14 million$1.07 million
2024 (final)380$0—$368,826

Winn-marion Barber, Llc 401(k) Contact Information

Phone
303-778-6767
Mailing address
7151 S BLACKHAWK ST, SUITE 900, CENTENNIAL CO 80112
Plan sponsor
WINN-MARION BARBER, LLC
Employer identification number (EIN)
68-0511614
Plan number
001

Questions about the Winn-marion Barber, Llc 401(k)

Is the Winn-marion Barber, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the INSPERITY 401K PLAN.

Does Winn-marion Barber, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Winn-marion Barber, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Winn-marion Barber, Llc 401(k) plan?

380 participants at the start of plan year 2024.

Who manages the Winn-marion Barber, Llc 401(k) accounts?

INSPERITY RETIREMENT SERVICES is the plan's recordkeeper, which is where participants log in to see their balance.

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