2023 Form 5500 filing — Workforce Solutions, 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 20241011145608NAL0022991073001) for Workforce Solutions, LLC 401(K) Plan, reported by Workforce Solutions, LLC under EIN 81-0823242 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145608NAL0022991073001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Workforce Solutions, LLC
- EIN
- 81-0823242
- Plan number
- 001
- Location
- Baraboo, WI
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,728,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,728,155
- Employer contributions
- $518,909
- Participant contributions
- $1,268,928
- Total income / additions
- $3,616,901
- Benefits paid
- $433,643
- Administrative expenses
- $112,711
- Total expenses
- $546,354
- Net increase / (decrease)
- $3,070,547
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mbe Wealth Management LLC | RELATED BUSINESS | $30,702 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | NONE | $24,733 | $0 |
| Premier Retirement Partners LLC | NONE | $6,777 | not reported in the loaded dataset |
| Leafhouse Financial Advisors | NONE | $5,117 | not reported in the loaded dataset |