Plan5500

Headway Workforce Solutions, Inc. Salary Savings Plan — Form 5500 plan (Headway Workforce Solutions, 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, Headway Workforce Solutions, Inc. Salary Savings Plan is a benefit plan reported by Headway Workforce Solutions, Inc. under EIN 75-2134871 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,143 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.1MPlan net assets, end of year$15,107,462
Participants1.1KCovered participants reported1,143
Assets / participant$13.2KComputed: assets ÷ participants$13,217 (computed)
Provider compensation$79.7K5 Schedule C provider row(s)$79,683
Plan sponsor
Headway Workforce Solutions, Inc.
EIN
75-2134871
Plan number
001
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,143 participants · 2Sch HSch C
    View filing →
  2. 2023
    1,692 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.1M total assets
Net assets$15.1MLiabilities—
Money in vs. money out
Total income / additions$2.5M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$2.1K
Participant$470.2K
Full reported line items

Net assets

Total assets (EOY)
$15,107,462
Net assets (EOY)
$15,107,462
Net assets (BOY)
$15,309,918

Income & contributions

Employer contributions
$2,071
Participant contributions
$470,193
Total contributions
$482,403
Total income / additions
$2,510,904

Expenses & distributions

Benefits paid
$2,584,993
Administrative expenses
$71,978
Total expenses
$2,713,360
Net increase / (decrease)
-$202,456
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 0%Participant 100%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income103%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services,Inc$48K
    NONE · Direct $48K
  2. 2
    Creative Planning Holdco, LLC$24K
    NONE · Direct $24K
  3. 3
    Schwab Retirement Plan Services,Inc$7.7K
    NONE · Direct $7.7K
  4. 4
    Charles Schwab & Co., Inc.$1
    NONE · Direct $1 · Indirect $0
  5. 5
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Headway Workforce Solutions, Inc. Salary Savings Plan?
Headway Workforce Solutions, Inc. Salary Savings Plan is reported as sponsored by Headway Workforce Solutions, Inc. (EIN 75-2134871, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Headway Workforce Solutions, Inc. Salary Savings Plan?
The latest Form 5500 filing year loaded for Headway Workforce Solutions, Inc. Salary Savings Plan is 2023.
How many participants does Headway Workforce Solutions, Inc. Salary Savings Plan report?
Headway Workforce Solutions, Inc. Salary Savings Plan reports 1,143 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Headway Workforce Solutions, Inc. Salary Savings Plan?
Headway Workforce Solutions, Inc. Salary Savings Plan reports $0 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages