2023 Form 5500 filing — Iworks Corporation 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 20240930130441NAL0011203042001) for Iworks Corporation 401(K) Plan, reported by Iworks Corporation under EIN 20-2369374 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930130441NAL0011203042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Iworks Corporation
- EIN
- 20-2369374
- Plan number
- 001
- Location
- Reston, VA
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,053,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,053,171
- Employer contributions
- $113,396
- Participant contributions
- $646,967
- Total income / additions
- $2,187,468
- Benefits paid
- $921,714
- Administrative expenses
- $22,766
- Total expenses
- $944,480
- Net increase / (decrease)
- $1,242,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Signature Estate & Investment Advis | INVESTMENT ADVISOR | $19,353 | not reported in the loaded dataset |
| Legacy Retirement Solutions, LLC | CONTRACT ADMIN | $2,025 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $963 | $0 |