2023 Form 5500 filing — Environmental Works, Inc. 401(K) Profit Sharing 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 20241015194706NAL0017136003001) for Environmental Works, Inc. 401(K) Profit Sharing Plan, reported by Environmental Works, Inc. under EIN 43-1617676 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194706NAL0017136003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Environmental Works, Inc.
- EIN
- 43-1617676
- Plan number
- 001
- Location
- Springfield, MO
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,586,503
- Net assets (EOY)
- $10,586,503
- Employer contributions
- $645,418
- Participant contributions
- $1,175,405
- Total income / additions
- $3,470,899
- Benefits paid
- $635,782
- Administrative expenses
- $77,358
- Total expenses
- $713,140
- Net increase / (decrease)
- $2,757,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | NONE | $30,879 | not reported in the loaded dataset |
| Definiti LLC | NONE | $15,287 | not reported in the loaded dataset |
| John Hancock Life Insurance Co Usa | RECORDKEEPER | $4,566 | not reported in the loaded dataset |
| Advanced Plan Designs LLC | NONE | $1,877 | not reported in the loaded dataset |
| Wilshire Associates Inc (Usa) | NONE | $1,765 | not reported in the loaded dataset |