2023 Form 5500 filing — Work & Co. 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 20240828155406NAL0022312032001) for Work & Co. 401(K) Plan, reported by Workandco International Inc. D/B/A Work & Co. under EIN 46-2436774 and plan number 001. It reports 560 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240828155406NAL0022312032001
Filing year
2023
Form type
2
Plan sponsor
Workandco International Inc. D/B/A Work & Co.
EIN
46-2436774
Plan number
001
Location
Brooklyn, NY
Participants
560
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$34,100,839
Total liabilities (EOY)
$2,200
Net assets (EOY)
$34,098,639
Employer contributions
$1,588,517
Participant contributions
$3,312,711
Total income / additions
$11,159,129
Benefits paid
$3,016,699
Administrative expenses
$6,501
Total expenses
$3,023,200
Net increase / (decrease)
$8,135,929
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Associated Pension Consultants, IncCONTRACT ADMINISTRATOR$2,270$13,556
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$4,231$0

Related Form 5500 pages