Work'N Gear 401(K) Savings Plan — Form 5500 plan (Work'N Gear LLC)
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, Work'N Gear 401(K) Savings Plan is a benefit plan reported by Work'N Gear LLC under EIN 45-0472810 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $4,754,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Work'N Gear LLC
- EIN
- 45-0472810
- Plan number
- 001
- Plan type
- 2
- Location
- Quincy, MA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $4,754,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241010141527NAL0020285521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,754,333
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,754,333
- Net assets (BOY)
- $3,995,764
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $341,798
- Total contributions
- $341,798
- Total income / additions
- $1,016,882
Expenses & distributions
- Benefits paid
- $216,129
- Administrative expenses
- $27,916
- Total expenses
- $258,313
- Net increase / (decrease)
- $758,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $15,290 | $0 | 2023 |
| Twelve Points Wealth Management Ll | ADVISOR | $12,626 | not reported in the loaded dataset | 2023 |