2023 Form 5500 filing — Education Works, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517134812NAL0036625987001) for Education Works, Inc. 401(K) Profit Sharing Plan, reported by Education Works, Inc. under EIN 20-2380810 and plan number 002. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,311,192
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240517134812NAL0036625987001
Plan sponsor
Education Works, Inc.
EIN
20-2380810
Plan number
002
Location
Cypress, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$74.9K
Benefits paid / distributions$74.3K
Contributions
Employer$30K
Participant$130.6K
Full reported line items
Total assets (EOY)
$6,311,192
Total liabilities (EOY)
$0
Net assets (EOY)
$6,311,192
Employer contributions
$29,990
Participant contributions
$130,575
Total income / additions
$1,048,734
Benefits paid
$74,302
Administrative expenses
$614
Total expenses
$74,916
Net increase / (decrease)
$973,818

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240517134812NAL0036625987001 cover?
It is the 2023 Form 5500 filing for Education Works, Inc. 401(K) Profit Sharing Plan, reported by Education Works, Inc. (EIN 20-2380810).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages