Tampa Bay Workforce Alliance, Inc. 401k Plan — Form 5500 plan (Tampa Bay Workforce Alliance, 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, Tampa Bay Workforce Alliance, Inc. 401k Plan is a benefit plan reported by Tampa Bay Workforce Alliance, Inc under EIN 59-3655316 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $4,048,124 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tampa Bay Workforce Alliance, Inc
EIN
59-3655316
Plan number
001
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
130
End-of-year plan assets
$4,048,124

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241008160334NAL0017938481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,048,124
Total liabilities (EOY)
$0
Net assets (EOY)
$4,048,124
Net assets (BOY)
$3,162,200

Income & contributions

Employer contributions
$385,872
Participant contributions
$225,896
Total contributions
$884,073
Total income / additions
$1,465,441

Expenses & distributions

Benefits paid
$559,414
Administrative expenses
$20,054
Total expenses
$579,517
Net increase / (decrease)
$885,924

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$11,820$02023
Power Financial PartnersRETAINED BY EMPLOYER$6,336not reported in the loaded dataset2023

Related Form 5500 pages