Plan5500

Streamworks Savings & Retirement Plan — Form 5500 plan (Streamworks, 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, Streamworks Savings & Retirement Plan is a benefit plan reported by Streamworks, LLC under EIN 46-2935717 and plan number 001. The latest loaded filing year is 2023. The filing reports 239 participants and $10,617,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Streamworks, LLC
EIN
46-2935717
Plan number
001
Plan type
2
Location
Little Chute, WI
Latest filing year
2023
Participants
239
End-of-year plan assets
$10,617,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023239H, C20241011094930NAL0012340403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,617,000
Total liabilities (EOY)
$0
Net assets (EOY)
$10,617,000
Net assets (BOY)
$8,858,832

Income & contributions

Employer contributions
$109,405
Participant contributions
$833,909
Total contributions
$943,314
Total income / additions
$2,353,976

Expenses & distributions

Benefits paid
$568,096
Administrative expenses
$27,712
Total expenses
$595,808
Net increase / (decrease)
$1,758,168

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable AdvisorsBROKER/ADVISOR$0$35,8512023
Empower Annuity Insurance CompanyRECORDKEEPER$27,425$02023
Retirement Strategies, LLCTPA$225$9,3672023
Empower Advisory GroupINVESTMENT MANAGEMENT$1,968not reported in the loaded dataset2023

Related Form 5500 pages