Codeworks, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Codeworks, L.L.C)
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, Codeworks, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Codeworks, L.L.C under EIN 83-1427700 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $7,920,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Codeworks, L.L.C
- EIN
- 83-1427700
- Plan number
- 001
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $7,920,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240823052103NAL0009862864001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,920,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,920,803
- Net assets (BOY)
- $7,321,915
Income & contributions
- Employer contributions
- $244,705
- Participant contributions
- $710,620
- Total contributions
- $992,482
- Total income / additions
- $2,212,649
Expenses & distributions
- Benefits paid
- $1,575,917
- Administrative expenses
- $36,591
- Total expenses
- $1,613,761
- Net increase / (decrease)
- $598,888
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $24,550 | $0 | 2023 |
| Dufek & Company LLC | ACCOUNTANT | $7,000 | $0 | 2023 |
| Gallagher Benefit Services | CONSULTANT | $5,041 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Codeworks, L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brookfield, WI
- Adp, Inc. — Schedule C compensation
- Dufek & Company LLC — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation