Wintergreen Partners, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2014. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Wintergreen Partners, Inc. 401(k) Plan Facts (plan year 2014)

Plan name
WINTERGREEN PARTNERS, INC. EMPLOYEE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WINTERGREEN PARTNERS, INC.
Participants
296 (263 active employees)
Former employees with a balance
23
Plan assets
$7,562,498 at Dec 31, 2014
Average account balance
$35,012 across 216 accounts
Employer contributions
$166,193 in plan year 2014 (28% of all contributions)
Plan year
Jan 1, 2014 – Dec 31, 2014
Plan established
May 1, 1993
✓ 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 2014 (Jan 1, 2014 – Dec 31, 2014), filed Oct 14, 2015. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2014

  • $602,649 went into the plan in contributions, $166,193 of it from the employer (28%).
  • $389,885 was paid out to participants.
  • Investment and other income added $379,919.
  • Administrative expenses were $25,465, about $118 per account.

How the Wintergreen Partners, Inc. 401(k) changed, 2009–2014

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2009335$4.90 million$48,719$465,391
2010318$5.51 million$125,002$515,528
2011311$5.56 million$179,171$564,440
2012332$6.18 million$153,739$517,632
2013299$7.00 million$157,346$715,837
2014296$7.56 million$166,193$389,885

Wintergreen Partners, Inc. 401(k) Contact Information

Phone
434-325-8035
Mailing address
11 GRASSY RIDGE DRIVE SKY LINE PAVILION, GROUND FLOOR, WINTERGREEN VA 22958
Plan sponsor
WINTERGREEN PARTNERS, INC.
Employer identification number (EIN)
54-1286721
Plan number
001

Questions about the Wintergreen Partners, Inc. 401(k)

Is the Wintergreen Partners, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2014, and no later filing was found under this employer's EIN.

Does Wintergreen Partners, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2014 the employer contributed $166,193, 28% of all contributions.

Does the Wintergreen Partners, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Wintergreen Partners, Inc 401(k) plan?

296 participants at the start of plan year 2014, 263 of them active employees, and 23 former employees who still had money in the plan.

What is the average 401(k) balance at Wintergreen Partners, Inc?

About $35,012 per account: $7.56 million in plan assets across 216 accounts with a balance at the end of plan year 2014.

Who manages the Wintergreen Partners, Inc 401(k) accounts?

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

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