2023 Form 5500 filing — Workforce Resource Tax Sheltered Annuity 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 20241004153035NAL0020677616001) for Workforce Resource Tax Sheltered Annuity Plan, reported by Workforce Resource, Inc. under EIN 39-1455735 and plan number 001. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004153035NAL0020677616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Workforce Resource, Inc.
- EIN
- 39-1455735
- Plan number
- 001
- Location
- Menomonie, WI
- Participants
- 147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,543,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,543,406
- Employer contributions
- $168,810
- Participant contributions
- $102,030
- Total income / additions
- $721,741
- Benefits paid
- $203,404
- Administrative expenses
- $13,290
- Total expenses
- $216,694
- Net increase / (decrease)
- $505,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,532 | $0 |
| Ameriprise Financial Services LLC | BROKER/ADVISOR | $0 | $6,534 |