Workforce Essentials, Inc. Tsa Retirement Plan — Form 5500 plan (Workforce Essentials, 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, Workforce Essentials, Inc. Tsa Retirement Plan is a benefit plan reported by Workforce Essentials, Inc. under EIN 62-1498440 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $4,075,815 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Workforce Essentials, Inc.
EIN
62-1498440
Plan number
001
Plan type
2
Location
Clarksville, TN
Latest filing year
2023
Participants
235
End-of-year plan assets
$4,075,815

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20250124094833NAL0007506225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,075,815
Total liabilities (EOY)
$0
Net assets (EOY)
$4,075,815
Net assets (BOY)
$4,683,140

Income & contributions

Employer contributions
$67,735
Participant contributions
$121,901
Total contributions
$194,986
Total income / additions
$648,358

Expenses & distributions

Benefits paid
$1,232,271
Administrative expenses
$23,412
Total expenses
$1,255,683
Net increase / (decrease)
-$607,325

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmeRECORDKEEPER$21,724$02023
Cetera Advisor Networks LLCBROKER/ADVISOR$0$19,6212023
Ascensus IncOTHER$0$2,0512023

Related Form 5500 pages