Plan5500

Philadelphia Works, Inc. 401(K) Plan — Form 5500 plan (Philadelphia Works, 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, Philadelphia Works, Inc. 401(K) Plan is a benefit plan reported by Philadelphia Works, Inc. under EIN 23-3048942 and plan number 003. The latest loaded filing year is 2023. The filing reports 164 participants and $11,397,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Philadelphia Works, Inc.
EIN
23-3048942
Plan number
003
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
164
End-of-year plan assets
$11,397,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20250415122113NAL0001420179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,397,011
Total liabilities (EOY)
$0
Net assets (EOY)
$11,397,011
Net assets (BOY)
$10,356,957

Income & contributions

Employer contributions
$184,965
Participant contributions
$284,977
Total contributions
$497,670
Total income / additions
$1,768,188

Expenses & distributions

Benefits paid
$671,934
Administrative expenses
$56,200
Total expenses
$728,134
Net increase / (decrease)
$1,040,054

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axa Advisors, LLCNONE$41,999not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$14,202$02023

Related Form 5500 pages