Works Of Heart, Inc. 401(K) Plan — Form 5500 plan (Works Of Heart, Inc.)

Plain-English plan 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, Works Of Heart, Inc. 401(K) Plan is a benefit plan reported by Works Of Heart, Inc. under EIN 20-4557017 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $671,938 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Works Of Heart, Inc.
EIN
20-4557017
Plan number
001
Plan type
2
Location
Bellaire, TX
Latest filing year
2023
Participants
4
End-of-year plan assets
$671,938

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234I20240729231758NAL0011499827001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$671,938
Total liabilities (EOY)
$0
Net assets (EOY)
$671,938
Net assets (BOY)
$671,910

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total income / additions
$28

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$28

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages