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WORKFORCE TRANSFORMATION PENSION PLAN001 401k Plan overview

Plan NameWORKFORCE TRANSFORMATION PENSION PLAN001
Plan identification number 001

WORKFORCE TRANSFORMATION PENSION PLAN001 Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)

401k Sponsoring company profile

WORKFORCE TRANSFORMATION has sponsored the creation of one or more 401k plans.

Company Name:WORKFORCE TRANSFORMATION
Employer identification number (EIN):043320002
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKFORCE TRANSFORMATION PENSION PLAN001

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JANICE MONTLE2024-07-25 JANICE MONTLE2024-07-25
0012022-01-01JANICE MONTLE2023-06-15 JANICE MONTLE2023-06-15
0012021-01-01JANICE MONTLE2022-07-18 JANICE MONTLE2022-07-18
0012020-01-01JANICE MONTLE2021-08-28 JANICE MONTLE2021-08-28

Financial Data on WORKFORCE TRANSFORMATION PENSION PLAN001

Measure Date Value
2025 : WORKFORCE TRANSFORMATION PENSION PLAN001 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-280
Total liabilities as of the end of the plan year2025-05-280
Total liabilities as of the beginning of the plan year2025-05-280
Total expenses incurred by plan in this plan year2025-05-280
Net assets as of the end of the plan year2025-05-281406488
Total assets as of the beginning of the plan year2025-05-281301530
Participant contributions to plan in this plan year2025-05-280
Other expenses paid from plan in this plan year2025-05-280
Other contributions to plan in this plan year2025-05-280
Other income to plan in this plan year2025-05-28104958
Plan net income in this plan year2025-05-28104958
Net assets as of the end of the plan year2025-05-281406488
Net assets as of the beginning of the plan year2025-05-281301530
Employer contributions to plan in this plan year2025-05-280
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-280
2024 : WORKFORCE TRANSFORMATION PENSION PLAN001 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-250
Net assets as of the end of the plan year2024-07-251301530
Total assets as of the beginning of the plan year2024-07-25969218
Value of plan covered by a fidelity bond2024-07-25100000
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25332312
Plan net income in this plan year2024-07-25332312
Net assets as of the end of the plan year2024-07-251301530
Net assets as of the beginning of the plan year2024-07-25969218
Employer contributions to plan in this plan year2024-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250

Potentially related plans

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