Fieldwork, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Fieldwork, 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, Fieldwork, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Fieldwork, Inc. under EIN 36-3328814 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,427 participants and $22,860,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fieldwork, Inc.
EIN
36-3328814
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
1,427
End-of-year plan assets
$22,860,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,427H, C20241015153150NAL0016760723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,860,512
Total liabilities (EOY)
$5,176
Net assets (EOY)
$22,855,336
Net assets (BOY)
$20,830,262

Income & contributions

Employer contributions
$455,087
Participant contributions
$720,658
Total contributions
$1,276,496
Total income / additions
$4,250,285

Expenses & distributions

Benefits paid
$2,175,072
Administrative expenses
$50,139
Total expenses
$2,225,211
Net increase / (decrease)
$2,025,074

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Howard Simon & Associates, Inc.NONE$44,866not reported in the loaded dataset2023

Related Form 5500 pages