Workwave LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Workwave 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, Workwave LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Workwave LLC under EIN 20-5794859 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,028 participants and $75,940,992 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Workwave LLC
EIN
20-5794859
Plan number
001
Plan type
2
Location
Holmdel, NJ
Latest filing year
2023
Participants
1,028
End-of-year plan assets
$75,940,992

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,028H, C20241001135126NAL0003344435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$75,940,992
Total liabilities (EOY)
$0
Net assets (EOY)
$75,940,992
Net assets (BOY)
$36,338,150

Income & contributions

Employer contributions
$2,936,381
Participant contributions
$6,180,808
Total contributions
$9,933,113
Total income / additions
$19,548,481

Expenses & distributions

Benefits paid
$4,592,431
Administrative expenses
$65,206
Total expenses
$4,673,191
Net increase / (decrease)
$14,875,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$65,206$02023

Related Form 5500 pages