Development Workshop, Inc. Retirement Savings Plan — Form 5500 plan (Development Workshop, 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, Development Workshop, Inc. Retirement Savings Plan is a benefit plan reported by Development Workshop, Inc. under EIN 82-0303456 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $1,559,708 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Development Workshop, Inc.
- EIN
- 82-0303456
- Plan number
- 001
- Plan type
- 2
- Location
- Idaho Falls, ID
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $1,559,708
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20250313170859NAL0033386768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,559,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,559,708
- Net assets (BOY)
- $1,505,475
Income & contributions
- Employer contributions
- $48,583
- Participant contributions
- $42,877
- Total contributions
- $91,460
- Total income / additions
- $277,457
Expenses & distributions
- Benefits paid
- $196,112
- Administrative expenses
- $27,112
- Total expenses
- $223,224
- Net increase / (decrease)
- $54,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Benefit Services Inc | CONTRACT ADMIN | $9,846 | not reported in the loaded dataset | 2023 |
| Arbor Point Advisors | INVESTMENT ADVISOR | $7,143 | $0 | 2023 |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,061 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | INVESTMENT MGMT | $4,562 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Development Workshop, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Idaho Falls, ID
- Professional Benefit Services Inc — Schedule C compensation
- Arbor Point Advisors — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation