2023 Form 5500 filing — Development Workshop, Inc. Retirement Savings 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 20250313170859NAL0033386768001) for Development Workshop, Inc. Retirement Savings Plan, reported by Development Workshop, Inc. under EIN 82-0303456 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313170859NAL0033386768001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Development Workshop, Inc.
- EIN
- 82-0303456
- Plan number
- 001
- Location
- Idaho Falls, ID
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,559,708
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,559,708
- Employer contributions
- $48,583
- Participant contributions
- $42,877
- Total income / additions
- $277,457
- Benefits paid
- $196,112
- Administrative expenses
- $27,112
- Total expenses
- $223,224
- Net increase / (decrease)
- $54,233
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Benefit Services Inc | CONTRACT ADMIN | $9,846 | not reported in the loaded dataset |
| Arbor Point Advisors | INVESTMENT ADVISOR | $7,143 | $0 |
| Empower Advisory Group, LLC | RECORDKEEPER | $6,061 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | INVESTMENT MGMT | $4,562 | not reported in the loaded dataset |