Realityworks Employee Stock Ownership Plan — Form 5500 plan (Realityworks, 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, Realityworks Employee Stock Ownership Plan is a benefit plan reported by Realityworks, Inc. under EIN 39-1868838 and plan number 002. The latest loaded filing year is 2023. The filing reports 68 participants and $36,196,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Realityworks, Inc.
- EIN
- 39-1868838
- Plan number
- 002
- Plan type
- 2
- Location
- Eau Claire, WI
- Latest filing year
- 2023
- Participants
- 68
- End-of-year plan assets
- $36,196,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 68 | I | 20241001111714NAL0003931939001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $36,196,675
- Total liabilities (EOY)
- $5,965,430
- Net assets (EOY)
- $30,231,245
- Net assets (BOY)
- $24,538,480
Income & contributions
- Employer contributions
- $329,343
- Total income / additions
- $6,345,332
Expenses & distributions
- Benefits paid
- $561,335
- Administrative expenses
- $800
- Total expenses
- $652,567
- Net increase / (decrease)
- $5,692,765
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.