Rightworks, LLC 401(K) Plan — Form 5500 plan (Rightworks, LLC)

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, Rightworks, LLC 401(K) Plan is a benefit plan reported by Rightworks, LLC under EIN 20-5332205 and plan number 001. The latest loaded filing year is 2023. The filing reports 566 participants and $29,300,987 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rightworks, LLC
EIN
20-5332205
Plan number
001
Plan type
2
Location
Nashua, NH
Latest filing year
2023
Participants
566
End-of-year plan assets
$29,300,987

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023566H, C20241015052243NAL0015886051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,300,987
Total liabilities (EOY)
$0
Net assets (EOY)
$29,300,987
Net assets (BOY)
$19,604,569

Income & contributions

Employer contributions
$1,835,530
Participant contributions
$3,710,795
Total contributions
$6,896,347
Total income / additions
$11,073,973

Expenses & distributions

Benefits paid
$1,326,063
Administrative expenses
$51,220
Total expenses
$1,377,555
Net increase / (decrease)
$9,696,418

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$43,100$02023
Adp, Inc.RECORD KEEPER$8,120$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages