Togetherwork 401(K) Plan — Form 5500 plan (Togetherwork Operations, 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, Togetherwork 401(K) Plan is a benefit plan reported by Togetherwork Operations, LLC under EIN 82-0616547 and plan number 001. The latest loaded filing year is 2023. The filing reports 884 participants and $51,387,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Togetherwork Operations, LLC
- EIN
- 82-0616547
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 884
- End-of-year plan assets
- $51,387,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 884 | H, C | 20240731104430NAL0012611795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,387,698
- Total liabilities (EOY)
- $2,726
- Net assets (EOY)
- $51,384,972
- Net assets (BOY)
- $40,052,761
Income & contributions
- Employer contributions
- $1,929,653
- Participant contributions
- $4,321,826
- Total contributions
- $6,482,361
- Total income / additions
- $14,245,493
Expenses & distributions
- Benefits paid
- $2,822,135
- Administrative expenses
- $91,147
- Total expenses
- $2,913,282
- Net increase / (decrease)
- $11,332,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $82,547 | 2023 |
| Retirement Benefit Solutions | SERVICE PROVIDER | $23,610 | not reported in the loaded dataset | 2023 |
| Retirement Benefit Solutions | TPA | $0 | $21,938 | 2023 |
| Robinson, Grimes And Company | SERVICE PROVIDER | $13,000 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Togetherwork Operations, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Raymond James Financial Services — Schedule C compensation
- Retirement Benefit Solutions — Schedule C compensation
- Robinson, Grimes And Company — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation