2023 Form 5500 filing — The Workshops, 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 20241008113810NAL0017477025001) for The Workshops, Inc. 401(K) Plan, reported by The Workshops, Inc. under EIN 34-1033148 and plan number 001. It reports 295 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)$370.4KReported net assets$370,397
Participants295
Provider compensation$3.1K4 Schedule C row(s)$3,060
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008113810NAL0017477025001
- Plan sponsor
- The Workshops, Inc.
- EIN
- 34-1033148
- Plan number
- 001
- Location
- Canton, OH
- Received date
- not reported in the loaded dataset
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)$381.8K total assets
Net assets$370.4KLiabilities$11.4K
Full reported line items
- Total assets (EOY)
- $381,847
- Total liabilities (EOY)
- $11,450
- Net assets (EOY)
- $370,397
- Employer contributions
- $37,128
- Participant contributions
- $88,054
- Total income / additions
- $174,094
- Benefits paid
- $10,149
- Administrative expenses
- $2,506
- Total expenses
- $24,105
- Net increase / (decrease)
- $149,989
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Group, Inc | INVESTMENT ADVISORY SVC | $0 | $2,239 |
| Morningstart Investment Management | INVESTMENT ADVISORY PPT | $344 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY PPT | $344 | $0 |
| Creative Retirement Systems, Inc | TPA | $0 | $133 |