2023 Form 5500 filing — Worksite Retirement Savings 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 20241002143926NAL0008457873001) for Worksite Retirement Savings Plan, reported by Worksite, LLC. under EIN 46-4089747 and plan number 333. It reports 1,889 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002143926NAL0008457873001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Worksite, LLC.
- EIN
- 46-4089747
- Plan number
- 333
- Location
- North Port, FL
- Participants
- 1,889
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,837,676
- Total liabilities (EOY)
- $60
- Net assets (EOY)
- $10,837,616
- Employer contributions
- $827,016
- Participant contributions
- $2,008,138
- Total income / additions
- $4,504,913
- Benefits paid
- $776,550
- Administrative expenses
- $137,561
- Total expenses
- $930,328
- Net increase / (decrease)
- $3,574,585
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $85,174 | not reported in the loaded dataset |
| Liberty Run Benefits, LLC | NONE | $31,727 | not reported in the loaded dataset |
| Bks Financial Investments LLC | NONE | $16,398 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $4,261 | $0 |