2023 Form 5500 filing — Streamworks Savings & 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 20241011094930NAL0012340403001) for Streamworks Savings & Retirement Plan, reported by Streamworks, LLC under EIN 46-2935717 and plan number 001. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011094930NAL0012340403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Streamworks, LLC
- EIN
- 46-2935717
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,617,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,617,000
- Employer contributions
- $109,405
- Participant contributions
- $833,909
- Total income / additions
- $2,353,976
- Benefits paid
- $568,096
- Administrative expenses
- $27,712
- Total expenses
- $595,808
- Net increase / (decrease)
- $1,758,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Advisors | BROKER/ADVISOR | $0 | $35,851 |
| Empower Annuity Insurance Company | RECORDKEEPER | $27,425 | $0 |
| Retirement Strategies, LLC | TPA | $225 | $9,367 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $1,968 | not reported in the loaded dataset |