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, Workforce Resource Tax Sheltered Annuity Plan is a benefit plan reported by Workforce Resource, Inc. under EIN 39-1455735 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $3,543,406 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,543,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,543,406
- Net assets (BOY)
- $3,038,359
Income & contributions
- Employer contributions
- $168,810
- Participant contributions
- $102,030
- Total contributions
- $283,724
- Total income / additions
- $721,741
Expenses & distributions
- Benefits paid
- $203,404
- Administrative expenses
- $13,290
- Total expenses
- $216,694
- Net increase / (decrease)
- $505,047