2023 Form 5500 filing — Postworks New York, LLC 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 20241001144159NAL0003382531001) for Postworks New York, LLC 401(K) Plan, reported by Postworks New York, LLC under EIN 45-2848381 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001144159NAL0003382531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Postworks New York, LLC
- EIN
- 45-2848381
- Plan number
- 001
- Location
- New York, NY
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,190,221
- Net assets (EOY)
- $15,190,221
- Participant contributions
- $576,939
- Total income / additions
- $2,834,480
- Benefits paid
- $212,251
- Administrative expenses
- $17,120
- Total expenses
- $236,082
- Net increase / (decrease)
- $2,598,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $33,645 | $0 |
| Wipeli Llp | AUDITOR | $11,700 | $0 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $5,430 | $5,000 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 |