Workforce Software, LLC 401k Plan — Form 5500 plan (Workforce Software, 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, Workforce Software, LLC 401k Plan is a benefit plan reported by Workforce Software, LLC under EIN 45-3862733 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $58,537,315 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Workforce Software, LLC
EIN
45-3862733
Plan number
001
Plan type
2
Location
Livonia, MI
Latest filing year
2023
Participants
620
End-of-year plan assets
$58,537,315

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20241011133239NAL0022839057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,537,315
Total liabilities (EOY)
$0
Net assets (EOY)
$58,537,315
Net assets (BOY)
$47,565,510

Income & contributions

Employer contributions
$1,171,161
Participant contributions
$4,761,412
Total contributions
$6,904,291
Total income / additions
$17,513,368

Expenses & distributions

Benefits paid
$6,518,126
Administrative expenses
$19,912
Total expenses
$6,541,563
Net increase / (decrease)
$10,971,805

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plante & Moran PllcACCOUNTANT/AUDITOR$17,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,550$02023

Related Form 5500 pages