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THE WORKS CONSULTING 401(K) PLAN 401k Plan overview

Plan NameTHE WORKS CONSULTING 401(K) PLAN
Plan identification number 001

THE WORKS CONSULTING 401(K) PLAN 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).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ANNE L. LAGUZZA, INC. DBA THE WORKS CONSULTING has sponsored the creation of one or more 401k plans.

Company Name:ANNE L. LAGUZZA, INC. DBA THE WORKS CONSULTING
Employer identification number (EIN):205897357
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WORKS CONSULTING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANNE LAGUZZA2024-09-01 ANNE LAGUZZA2024-09-01
0012022-01-01ANNE LAGUZZA2023-10-05 ANNE LAGUZZA2023-10-05
0012021-01-01
0012020-01-01

Financial Data on THE WORKS CONSULTING 401(K) PLAN

Measure Date Value
2025 : THE WORKS CONSULTING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-011523
Net assets as of the end of the plan year2025-07-01372247
Total assets as of the beginning of the plan year2025-07-01255880
Value of plan covered by a fidelity bond2025-07-0125858
Participant contributions to plan in this plan year2025-07-0133000
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0129204
Plan net income in this plan year2025-07-01116367
Net assets as of the end of the plan year2025-07-01372247
Net assets as of the beginning of the plan year2025-07-01255880
Employer contributions to plan in this plan year2025-07-0155686
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-011523
2024 : THE WORKS CONSULTING 401(K) PLAN 2024 401k financial data
Net assets as of the end of the plan year2024-09-01255880
Total assets as of the beginning of the plan year2024-09-01150979
Value of plan covered by a fidelity bond2024-09-0125590
Participant contributions to plan in this plan year2024-09-0133400
Other income to plan in this plan year2024-09-0121168
Plan net income in this plan year2024-09-01104901
Net assets as of the end of the plan year2024-09-01255880
Net assets as of the beginning of the plan year2024-09-01150979
Employer contributions to plan in this plan year2024-09-0150333

Potentially related plans

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