Plan5500

Infoworks, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Infoworks, Inc. (EIN 62-1669899) is a plan sponsor located in Nashville, TN with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1669899
Location
Nashville, TN
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Infoworks, Inc.

  • 3 loaded plans hold $42.4M in reported assets.
  • The largest, Infoworks Employee Stock Ownership Plan And Trust, holds 72% of this company's reported plan assets.
  • Plans cover 457 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.7MSummed across loaded plans$34,715,394
Total reported assets$42.4M$42,378,335
Total reported participants457
Total reported liabilities$7.7M$7,662,941

Reported net position

Reported assets = net assets + liabilities (summed)$42.4M total assets
Net assets$34.7MLiabilities$7.7M
Contributions & income
Employer contributions$811.2K
Participant contributions$964.7K
Total income / additions$1.5M
Expenses & distributions
Benefits paid / distributions$6.6M
Total expenses$6.7M
Net increase / (decrease)-$5.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets72%Infoworks Employee Stock Ownership Plan And Trust
Participants per plan152Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Infoworks Employee Stock Ownership Plan And Trust$30.6M
    Plan #002 · 203 participants · 2023
  2. 2
    Infoworks 401(K) Plan$11.8M
    Plan #001 · 145 participants · 2023
  3. 3
    Infoworks Basic Life Plannot reported in the loaded dataset
    Plan #501 · 109 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Infoworks, Inc.. Open one for its full reported snapshot.

  1. 2023
    Infoworks Basic Life Plan109 participants · 2No schedules
    View filing →
  2. 2023
    Infoworks Basic Life Plan105 participants · 2No schedules
    View filing →
  3. 2023
    Infoworks Employee Stock Ownership Plan And Trust203 participants · 2Sch H
    View filing →
  4. 2023
    Infoworks 401(K) Plan145 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Infoworks, Inc. report on Form 5500?
Infoworks, Inc. (EIN 62-1669899) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Infoworks, Inc.?
The Employer Identification Number (EIN) reported for Infoworks, Inc. is 62-1669899.
What is the latest Form 5500 filing year for Infoworks, Inc.?
The latest loaded Form 5500 filing year for Infoworks, Inc. is 2023.

Related Form 5500 pages