Plan5500

Interworks, Inc. 401(K) Plan — Form 5500 plan (Interworks, 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, Interworks, Inc. 401(K) Plan is a benefit plan reported by Interworks, Inc. under EIN 73-1505418 and plan number 001. The latest loaded filing year is 2023. The filing reports 212 participants and $20,186,954 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Interworks, Inc.
EIN
73-1505418
Plan number
001
Plan type
2
Location
Stillwater, OK
Latest filing year
2023
Participants
212
End-of-year plan assets
$20,186,954

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20240911073139NAL0003511715001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,186,954
Total liabilities (EOY)
$0
Net assets (EOY)
$20,186,954
Net assets (BOY)
$15,125,525

Income & contributions

Employer contributions
$793,453
Participant contributions
$1,891,727
Total contributions
$2,685,180
Total income / additions
$5,881,612

Expenses & distributions

Benefits paid
$734,294
Administrative expenses
$82,672
Total expenses
$820,183
Net increase / (decrease)
$5,061,429

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$57,294not reported in the loaded dataset2023
Fidelity Workplace Services, LLCPLAN ADMINISTRATOR$25,378$02023

Related Form 5500 pages