2023 Form 5500 filing — Workiva 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 20240926155719NAL0000562595001) for Workiva 401(K) Plan, reported by Workiva Inc. under EIN 47-2509828 and plan number 001. It reports 2,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926155719NAL0000562595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Workiva Inc.
- EIN
- 47-2509828
- Plan number
- 001
- Location
- Ames, IA
- Participants
- 2,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,973,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $139,973,303
- Employer contributions
- $5,531,212
- Participant contributions
- $22,538,689
- Total income / additions
- $51,094,647
- Benefits paid
- $7,526,165
- Administrative expenses
- $15,501
- Total expenses
- $7,575,983
- Net increase / (decrease)
- $43,518,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $15,070 | $0 |