Siteworx 401(K) Plan — Form 5500 plan (Siteworx)
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, Siteworx 401(K) Plan is a benefit plan reported by Siteworx under EIN 27-2850156 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $3,246,682 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siteworx
- EIN
- 27-2850156
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $3,246,682
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | H, C | 20241015154412NAL0028981345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,246,682
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,246,682
- Net assets (BOY)
- $2,515,194
Income & contributions
- Employer contributions
- $309,646
- Participant contributions
- $299,667
- Total contributions
- $609,313
- Total income / additions
- $1,081,089
Expenses & distributions
- Benefits paid
- $337,005
- Administrative expenses
- $12,596
- Total expenses
- $349,601
- Net increase / (decrease)
- $731,488
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Retirement Systems | SERVICE PROVIDER | $8,221 | not reported in the loaded dataset | 2023 |