2023 Form 5500 filing — Schoolworks 401(K) 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 20240904092248NAL0040817218001) for Schoolworks 401(K) Plan, reported by Schoolworks LLC under EIN 04-3427693 and plan number 001. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240904092248NAL0040817218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schoolworks LLC
- EIN
- 04-3427693
- Plan number
- 001
- Location
- Southwick, MA
- Participants
- 32
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,029,476
- Net assets (EOY)
- $2,029,476
- Employer contributions
- $105,595
- Participant contributions
- $245,876
- Total income / additions
- $674,724
- Benefits paid
- $299,222
- Administrative expenses
- $4,550
- Total expenses
- $303,772
- Net increase / (decrease)
- $370,952
- Schedule source
- Schedule I