Plan5500

Placeworks, 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, Placeworks, Inc. (EIN 95-2975827) is a plan sponsor located in Santa Ana, CA 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
95-2975827
Location
Santa Ana, CA
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 Placeworks, Inc.

  • 3 loaded plans hold $25.7M in reported assets.
  • The largest, Placeworks 401(K) Plan, holds 91% of this company's reported plan assets.
  • Plans cover 425 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$14.2MSummed across loaded plans$14,243,210
Total reported assets$25.7M$25,746,380
Total reported participants425
Total reported liabilities$11.5M$11,503,170

Reported net position

Reported assets = net assets + liabilities (summed)$25.7M total assets
Net assets$14.2MLiabilities$11.5M
Contributions & income
Employer contributions$2.6M
Participant contributions$1.1M
Total income / additions-$3.4M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)-$4.7M

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 assets91%Placeworks 401(K) Plan
Participants per plan142Average 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
    Placeworks 401(K) Plan$23.4M
    Plan #002 · 180 participants · 2023
  2. 2
    Placeworks, Inc. Employee Stock Ownership Plan$2.4M
    Plan #003 · 133 participants · 2023
  3. 3
    Placeworks, Inc. Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 112 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 Placeworks, Inc.. Open one for its full reported snapshot.

  1. 2023
    Placeworks 401(K) Plan180 participants · 2Sch HSch C
    View filing →
  2. 2023
    Placeworks, Inc. Health And Welfare Plan112 participants · 2No schedules
    View filing →
  3. 2023
    Placeworks, Inc. Health And Welfare Plan124 participants · 2No schedules
    View filing →
  4. 2023
    Placeworks, Inc. Employee Stock Ownership Plan133 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Placeworks, Inc. report on Form 5500?
Placeworks, Inc. (EIN 95-2975827) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Placeworks, Inc.?
The Employer Identification Number (EIN) reported for Placeworks, Inc. is 95-2975827.
What is the latest Form 5500 filing year for Placeworks, Inc.?
The latest loaded Form 5500 filing year for Placeworks, Inc. is 2023.

Related Form 5500 pages