Plan5500

Work, Inc. 403(B) Plan — Form 5500 plan (Work, 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, Work, Inc. 403(B) Plan is a benefit plan reported by Work, Inc. under EIN 23-7100726 and plan number 002. The latest loaded filing year is 2023. The filing reports 470 participants and $7,586,173 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Work, Inc.
EIN
23-7100726
Plan number
002
Plan type
2
Location
Dorchester, MA
Latest filing year
2023
Participants
470
End-of-year plan assets
$7,586,173

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023470H, C20241011161745NAL0023197457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,586,173
Total liabilities (EOY)
$0
Net assets (EOY)
$7,586,173
Net assets (BOY)
$6,114,990

Income & contributions

Participant contributions
$416,067
Total contributions
$880,166
Total income / additions
$1,905,724

Expenses & distributions

Benefits paid
$433,386
Administrative expenses
$1,155
Total expenses
$434,541
Net increase / (decrease)
$1,471,183

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$1,140not reported in the loaded dataset2023
Voya Retirement Insurance And AnnuiSERVICE PROVIDER$0$02023
Voya Mutual FundsINV PRODUCT PROVIDER$0$02023

Related Form 5500 pages