2023 Form 5500 filing — Philadelphia Works, Inc. 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 20250415122113NAL0001420179001) for Philadelphia Works, Inc. 401(K) Plan, reported by Philadelphia Works, Inc. under EIN 23-3048942 and plan number 003. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415122113NAL0001420179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Philadelphia Works, Inc.
- EIN
- 23-3048942
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,397,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,397,011
- Employer contributions
- $184,965
- Participant contributions
- $284,977
- Total income / additions
- $1,768,188
- Benefits paid
- $671,934
- Administrative expenses
- $56,200
- Total expenses
- $728,134
- Net increase / (decrease)
- $1,040,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Advisors, LLC | NONE | $41,999 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $14,202 | $0 |