2023 Form 5500 filing — Togetherwork 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731104430NAL0012611795001) for Togetherwork 401(K) Plan, reported by Togetherwork Operations, LLC under EIN 82-0616547 and plan number 001. It reports 884 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731104430NAL0012611795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Togetherwork Operations, LLC
- EIN
- 82-0616547
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 884
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,387,698
- Total liabilities (EOY)
- $2,726
- Net assets (EOY)
- $51,384,972
- Employer contributions
- $1,929,653
- Participant contributions
- $4,321,826
- Total income / additions
- $14,245,493
- Benefits paid
- $2,822,135
- Administrative expenses
- $91,147
- Total expenses
- $2,913,282
- Net increase / (decrease)
- $11,332,211
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $82,547 |
| Retirement Benefit Solutions | SERVICE PROVIDER | $23,610 | not reported in the loaded dataset |
| Retirement Benefit Solutions | TPA | $0 | $21,938 |
| Robinson, Grimes And Company | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |