2023 Form 5500 filing — The Workplace, Inc. 401k Retirement 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 20241008111458NAL0009580483001) for The Workplace, Inc. 401k Retirement Plan, reported by The Workplace, Inc. under EIN 22-2484517 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111458NAL0009580483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Workplace, Inc.
- EIN
- 22-2484517
- Plan number
- 001
- Location
- Bridgeport, CT
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,115,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,115,472
- Employer contributions
- $661,478
- Participant contributions
- $330,200
- Total income / additions
- $3,379,377
- Benefits paid
- $366,509
- Administrative expenses
- $100,059
- Total expenses
- $466,568
- Net increase / (decrease)
- $2,912,809
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Pension Advisors | NONE | $36,008 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $25,331 | not reported in the loaded dataset |
| Citrin Cooperman | NONE | $18,720 | not reported in the loaded dataset |