Plan5500

Design Workshop, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Design Workshop, 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, Design Workshop, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Design Workshop, Inc. under EIN 84-0819969 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $26,198,392 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Design Workshop, Inc.
EIN
84-0819969
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
279
End-of-year plan assets
$26,198,392

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20240925121417NAL0029030290001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,198,392
Total liabilities (EOY)
$0
Net assets (EOY)
$26,198,392
Net assets (BOY)
$21,925,255

Income & contributions

Employer contributions
$717,844
Participant contributions
$1,303,331
Total contributions
$2,102,414
Total income / additions
$6,481,410

Expenses & distributions

Benefits paid
$2,165,648
Administrative expenses
$42,625
Total expenses
$2,208,273
Net increase / (decrease)
$4,273,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$18,737not reported in the loaded dataset2023
Wells Fargo Advisors, LLCNONE$10,000not reported in the loaded dataset2023

Related Form 5500 pages