Department of Labor filing

THE VAN WINKLE LAW FIRM

THE VAN WINKLE LAW FIRM PROFIT SHARING PLAN · For the plan year ended Jan 31, 2025

Public filing 2024 · received Nov 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

65filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$10,695

Reported employer contributions per active participant.

Higher than about 91% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$661 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 4% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202465out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions91st percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense4th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jan 31, 2025, THE VAN WINKLE LAW FIRM reported $812,816 in employer contributions across the plan and 76 active participants. That works out to $10,695 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 9.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context65/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $812,816
Participant contributions: $771,177
Other contributions: $78,696
Employer share of reported contributions: 51.3%
Beginning assets: $19,640,802
Ending assets: $22,667,296
Ending net assets: $22,667,296
Ending liabilities: $0
Total income: $3,969,655
Total expenses: $943,161
Administrative expenses: $76,632
Participant loans: $141,888

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,656

2023

$7,818

2024

$10,695

Plan-paid administrative expenses per participant

2022

$732

2023

$522

2024

$661

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$10,695	76	22.7M	20251113144545NAL0002971042001
2023	$7,818	81	19.6M	20241219131557NAL0007635024001
2022	$9,656	82	19M	20231003130247NAL0018646641001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 561026015-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Feb 1, 1976
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2R2T3D

Current plan terms

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Filing ACK_ID20251113144545NAL0002971042001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗