Workforce Solutions, LLC 401(K) Plan — Form 5500 plan (Workforce Solutions, 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 Solutions, LLC 401(K) Plan is a benefit plan reported by Workforce Solutions, LLC under EIN 81-0823242 and plan number 001. The latest loaded filing year is 2023. The filing reports 255 participants and $12,728,155 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Workforce Solutions, LLC
- EIN
- 81-0823242
- Plan number
- 001
- Plan type
- 3
- Location
- Baraboo, WI
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $12,728,155
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241011145608NAL0022991073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,728,155
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,728,155
- Net assets (BOY)
- $9,657,608
Income & contributions
- Employer contributions
- $518,909
- Participant contributions
- $1,268,928
- Total contributions
- $1,902,664
- Total income / additions
- $3,616,901
Expenses & distributions
- Benefits paid
- $433,643
- Administrative expenses
- $112,711
- Total expenses
- $546,354
- Net increase / (decrease)
- $3,070,547
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mbe Wealth Management LLC | RELATED BUSINESS | $30,702 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | NONE | $24,733 | $0 | 2023 |
| Premier Retirement Partners LLC | NONE | $6,777 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors | NONE | $5,117 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Workforce Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Baraboo, WI
- Mbe Wealth Management LLC — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation