Plan5500

The Workplace, Inc. 401k Retirement Plan — Form 5500 plan (The Workplace, Inc.)

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, The Workplace, Inc. 401k Retirement Plan is a benefit plan reported by The Workplace, Inc. under EIN 22-2484517 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $17,115,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Workplace, Inc.
EIN
22-2484517
Plan number
001
Plan type
2
Location
Bridgeport, CT
Latest filing year
2023
Participants
188
End-of-year plan assets
$17,115,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023188H, C20241008111458NAL0009580483001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,115,472
Total liabilities (EOY)
$0
Net assets (EOY)
$17,115,472
Net assets (BOY)
$14,202,663

Income & contributions

Employer contributions
$661,478
Participant contributions
$330,200
Total contributions
$1,018,982
Total income / additions
$3,379,377

Expenses & distributions

Benefits paid
$366,509
Administrative expenses
$100,059
Total expenses
$466,568
Net increase / (decrease)
$2,912,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Pension AdvisorsNONE$36,008not reported in the loaded dataset2023
Sentinel Benefits Group, LLCNONE$25,331not reported in the loaded dataset2023
Citrin CoopermanNONE$18,720not reported in the loaded dataset2023

Related Form 5500 pages