2023 Form 5500 filing — Workforce Software, LLC 401k 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 20241011133239NAL0022839057001) for Workforce Software, LLC 401k Plan, reported by Workforce Software, LLC under EIN 45-3862733 and plan number 001. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133239NAL0022839057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Workforce Software, LLC
- EIN
- 45-3862733
- Plan number
- 001
- Location
- Livonia, MI
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,537,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,537,315
- Employer contributions
- $1,171,161
- Participant contributions
- $4,761,412
- Total income / additions
- $17,513,368
- Benefits paid
- $6,518,126
- Administrative expenses
- $19,912
- Total expenses
- $6,541,563
- Net increase / (decrease)
- $10,971,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Plante & Moran Pllc | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $2,550 | $0 |