Campusworks Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Campusworks 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, Campusworks Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Campusworks Inc. under EIN 65-0878938 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $11,208,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Campusworks Inc.
EIN
65-0878938
Plan number
001
Plan type
2
Location
Bradenton, FL
Latest filing year
2023
Participants
190
End-of-year plan assets
$11,208,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240816111842NAL0024510688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,208,485
Total liabilities (EOY)
$146,152
Net assets (EOY)
$11,062,333
Net assets (BOY)
$7,896,100

Income & contributions

Employer contributions
$408,966
Participant contributions
$1,712,790
Total contributions
$2,266,753
Total income / additions
$3,768,856

Expenses & distributions

Benefits paid
$573,940
Administrative expenses
$28,683
Total expenses
$602,623
Net increase / (decrease)
$3,166,233

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N. A.NONE$28,683not reported in the loaded dataset2023

Related Form 5500 pages