Schoolworks 401(K) Plan — Form 5500 plan (Schoolworks LLC)
Plain-English plan 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, Schoolworks 401(K) Plan is a benefit plan reported by Schoolworks LLC under EIN 04-3427693 and plan number 001. The latest loaded filing year is 2023. The filing reports 32 participants and $2,029,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schoolworks LLC
- EIN
- 04-3427693
- Plan number
- 001
- Plan type
- 2
- Location
- Southwick, MA
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $2,029,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I | 20240904092248NAL0040817218001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,029,476
- Net assets (EOY)
- $2,029,476
- Net assets (BOY)
- $1,658,524
Income & contributions
- Employer contributions
- $105,595
- Participant contributions
- $245,876
- Total income / additions
- $674,724
Expenses & distributions
- Benefits paid
- $299,222
- Administrative expenses
- $4,550
- Total expenses
- $303,772
- Net increase / (decrease)
- $370,952
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.