2023 Form 5500 filing — Office Works, 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 20241011072338NAL0021480529001) for Office Works, Inc. 401(K) Plan, reported by Officeworks, Inc. under EIN 04-3266064 and plan number 001. It reports 133 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)$13.9MReported net assets$13,896,201
Participants133
Provider compensation$29.3K1 Schedule C row(s)$29,294
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011072338NAL0021480529001
Plan sponsor
Officeworks, Inc.
EIN
04-3266064
Plan number
001
Location
Burlington, MA
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)$13.9M total assets
Net assets$13.9MLiabilities
Money in vs. money out
Total income / additions$4M
Total expenses$728.7K
Benefits paid / distributions$696.9K
Contributions
Employer$465.6K
Participant$1.1M
Full reported line items
Total assets (EOY)
$13,896,201
Net assets (EOY)
$13,896,201
Employer contributions
$465,608
Participant contributions
$1,072,888
Total income / additions
$4,044,330
Benefits paid
$696,924
Administrative expenses
$31,763
Total expenses
$728,687
Net increase / (decrease)
$3,315,643
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER DEALER OF ADVISOR · Direct $29.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011072338NAL0021480529001 cover?
It is the 2023 Form 5500 filing for Office Works, Inc. 401(K) Plan, reported by Officeworks, Inc. (EIN 04-3266064).
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