Plan5500

Worksite Retirement Savings Plan — Form 5500 plan (Worksite, 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, Worksite Retirement Savings Plan is a benefit plan reported by Worksite, LLC. under EIN 46-4089747 and plan number 333. The latest loaded filing year is 2023. The filing reports 1,889 participants and $10,837,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worksite, LLC.
EIN
46-4089747
Plan number
333
Plan type
3
Location
North Port, FL
Latest filing year
2023
Participants
1,889
End-of-year plan assets
$10,837,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,889H, C20241002143926NAL0008457873001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,837,676
Total liabilities (EOY)
$60
Net assets (EOY)
$10,837,616
Net assets (BOY)
$6,307,754

Income & contributions

Employer contributions
$827,016
Participant contributions
$2,008,138
Total contributions
$3,161,569
Total income / additions
$4,504,913

Expenses & distributions

Benefits paid
$776,550
Administrative expenses
$137,561
Total expenses
$930,328
Net increase / (decrease)
$3,574,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpNONE$85,174not reported in the loaded dataset2023
Liberty Run Benefits, LLCNONE$31,727not reported in the loaded dataset2023
Bks Financial Investments LLCNONE$16,398not reported in the loaded dataset2023
Charles Schwab BankNONE$4,261$02023

Related Form 5500 pages