Plan5500

The Workshops, Inc. 401(K) Plan — Form 5500 plan (The Workshops, 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 Workshops, Inc. 401(K) Plan is a benefit plan reported by The Workshops, Inc. under EIN 34-1033148 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $381,847 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Workshops, Inc.
EIN
34-1033148
Plan number
001
Plan type
2
Location
Canton, OH
Latest filing year
2023
Participants
295
End-of-year plan assets
$381,847

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241008113810NAL0017477025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$381,847
Total liabilities (EOY)
$11,450
Net assets (EOY)
$370,397
Net assets (BOY)
$220,408

Income & contributions

Employer contributions
$37,128
Participant contributions
$88,054
Total contributions
$125,182
Total income / additions
$174,094

Expenses & distributions

Benefits paid
$10,149
Administrative expenses
$2,506
Total expenses
$24,105
Net increase / (decrease)
$149,989

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment Group, IncINVESTMENT ADVISORY SVC$0$2,2392023
Morningstart Investment ManagementINVESTMENT ADVISORY PPT$344not reported in the loaded dataset2023
Voya Retirement Insurance And AnnuiINVESTMENT ADVISORY PPT$344$02023
Creative Retirement Systems, IncTPA$0$1332023

Related Form 5500 pages