2023 Form 5500 filing — People Working Cooperatively, Inc. 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 20240918135606NAL0002622691001) for People Working Cooperatively, Inc. 401(K) Plan, reported by People Working Cooperatively, Inc. under EIN 31-0859104 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.1MReported net assets$9,084,776
Participants137
Provider compensation$42.1K2 Schedule C row(s)$42,130
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918135606NAL0002622691001
Plan sponsor
People Working Cooperatively, Inc.
EIN
31-0859104
Plan number
002
Location
Cincinnati, OH
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$414.8K
Benefits paid / distributions$372.5K
Contributions
Employer$193.7K
Participant$406.7K
Full reported line items
Total assets (EOY)
$9,084,776
Total liabilities (EOY)
$0
Net assets (EOY)
$9,084,776
Employer contributions
$193,692
Participant contributions
$406,692
Total income / additions
$1,882,157
Benefits paid
$372,509
Administrative expenses
$42,250
Total expenses
$414,759
Net increase / (decrease)
$1,467,398
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $23.7K · Indirect $0
  2. 2
    Pnc Bank$18.4K
    INVESTMENT ADVISORY · Direct $18.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918135606NAL0002622691001 cover?
It is the 2023 Form 5500 filing for People Working Cooperatively, Inc. 401(K) Plan, reported by People Working Cooperatively, Inc. (EIN 31-0859104).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages