Environmental Works, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Environmental 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, Environmental Works, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Environmental Works, Inc. under EIN 43-1617676 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $10,586,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Environmental Works, Inc.
EIN
43-1617676
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023
Participants
337
End-of-year plan assets
$10,586,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023337H, C20241015194706NAL0017136003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,586,503
Net assets (EOY)
$10,586,503
Net assets (BOY)
$7,828,744

Income & contributions

Employer contributions
$645,418
Participant contributions
$1,175,405
Total contributions
$1,947,077
Total income / additions
$3,470,899

Expenses & distributions

Benefits paid
$635,782
Administrative expenses
$77,358
Total expenses
$713,140
Net increase / (decrease)
$2,757,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors LLCNONE$30,879not reported in the loaded dataset2023
Definiti LLCNONE$15,287not reported in the loaded dataset2023
John Hancock Life Insurance Co UsaRECORDKEEPER$4,566not reported in the loaded dataset2023
Advanced Plan Designs LLCNONE$1,877not reported in the loaded dataset2023
Wilshire Associates Inc (Usa)NONE$1,765not reported in the loaded dataset2023

Related Form 5500 pages