2023 Form 5500 filing — Tampa Bay Workforce Alliance, Inc. 401k 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 20241008160334NAL0017938481001) for Tampa Bay Workforce Alliance, Inc. 401k Plan, reported by Tampa Bay Workforce Alliance, Inc under EIN 59-3655316 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008160334NAL0017938481001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tampa Bay Workforce Alliance, Inc
- EIN
- 59-3655316
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,048,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,048,124
- Employer contributions
- $385,872
- Participant contributions
- $225,896
- Total income / additions
- $1,465,441
- Benefits paid
- $559,414
- Administrative expenses
- $20,054
- Total expenses
- $579,517
- Net increase / (decrease)
- $885,924
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $11,820 | $0 |
| Power Financial Partners | RETAINED BY EMPLOYER | $6,336 | not reported in the loaded dataset |