Iworks Corporation 401(K) Plan — Form 5500 plan (Iworks Corporation)
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, Iworks Corporation 401(K) Plan is a benefit plan reported by Iworks Corporation under EIN 20-2369374 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $9,053,171 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iworks Corporation
- EIN
- 20-2369374
- Plan number
- 001
- Plan type
- 2
- Location
- Reston, VA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $9,053,171
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240930130441NAL0011203042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,053,171
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,053,171
- Net assets (BOY)
- $7,810,183
Income & contributions
- Employer contributions
- $113,396
- Participant contributions
- $646,967
- Total contributions
- $818,346
- Total income / additions
- $2,187,468
Expenses & distributions
- Benefits paid
- $921,714
- Administrative expenses
- $22,766
- Total expenses
- $944,480
- Net increase / (decrease)
- $1,242,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Signature Estate & Investment Advis | INVESTMENT ADVISOR | $19,353 | not reported in the loaded dataset | 2023 |
| Legacy Retirement Solutions, LLC | CONTRACT ADMIN | $2,025 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $963 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iworks Corporation
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Reston, VA
- Signature Estate & Investment Advis — Schedule C compensation
- Legacy Retirement Solutions, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation