Postworks New York, LLC 401(K) Plan — Form 5500 plan (Postworks New York, 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, Postworks New York, LLC 401(K) Plan is a benefit plan reported by Postworks New York, LLC under EIN 45-2848381 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $15,190,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Postworks New York, LLC
- EIN
- 45-2848381
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $15,190,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241001144159NAL0003382531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,190,221
- Net assets (EOY)
- $15,190,221
- Net assets (BOY)
- $12,591,823
Income & contributions
- Participant contributions
- $576,939
- Total contributions
- $576,939
- Total income / additions
- $2,834,480
Expenses & distributions
- Benefits paid
- $212,251
- Administrative expenses
- $17,120
- Total expenses
- $236,082
- Net increase / (decrease)
- $2,598,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $33,645 | $0 | 2023 |
| Wipeli Llp | AUDITOR | $11,700 | $0 | 2023 |
| Planned Retirement Consultants & Ad | CONTRACT ADMIN | $5,430 | $5,000 | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Postworks New York, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Kestra Advisory Services LLC — Schedule C compensation
- Wipeli Llp — Schedule C compensation
- Planned Retirement Consultants & Ad — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation