401k Plan data: THE WORKSHOP 401(K) PROFIT SHARING PLAN plan

THE WORKSHOP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE WORKSHOP 401(K) PROFIT SHARING PLAN
Plan identification number	001

THE WORKSHOP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE WORKSHOP has sponsored the creation of one or more 401k plans.

Company Name: THE WORKSHOP

Employer identification number (EIN): 362646411

NAIC Classification: 339900

Additional information about THE WORKSHOP

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0814538

More information about THE WORKSHOP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WORKSHOP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ALYSSA HAVENS 2024-04-25
001 2022-01-01 ALYSSA HAVENS 2023-02-28
001 2021-01-01 ALYSSA HAVENS 2022-03-23
001 2020-01-01 LYNN BERNING 2021-06-07
001 2019-01-01 LYNN BERNING 2020-06-09
001 2018-01-01 LYNN BERNING 2019-05-28
001 2017-01-01 LYNN BERNING 2018-06-29
001 2016-01-01 LYNN H BERNING 2017-06-13
001 2015-01-01 LYNN BERNING 2016-07-13
001 2014-01-01 SANDEE CALLAHAN 2015-06-15
001 2013-01-01 SANDEE CALLAHAN 2014-05-29 SANDEE CALLAHAN 2014-05-29
001 2012-01-01 SANDRA CALLAHAN 2013-07-09 SANDRA CALLAHAN 2013-07-09
001 2011-01-01 SANDEE CALLAHAN 2012-07-12 SANDEE CALLAHAN 2012-07-12
001 2010-01-01 SANDEE CALLAHAN 2011-07-11 SANDEE CALLAHAN 2011-07-11
001 2009-01-01 SANDEE CALLAHAN SANDEE CALLAHAN 2010-07-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ALYSSA HAVENS	2024-04-25
001	2022-01-01	ALYSSA HAVENS	2023-02-28
001	2021-01-01	ALYSSA HAVENS	2022-03-23
001	2020-01-01	LYNN BERNING	2021-06-07
001	2019-01-01	LYNN BERNING	2020-06-09
001	2018-01-01	LYNN BERNING	2019-05-28
001	2017-01-01	LYNN BERNING	2018-06-29
001	2016-01-01	LYNN H BERNING	2017-06-13
001	2015-01-01	LYNN BERNING	2016-07-13
001	2014-01-01	SANDEE CALLAHAN	2015-06-15
001	2013-01-01	SANDEE CALLAHAN	2014-05-29	SANDEE CALLAHAN	2014-05-29
001	2012-01-01	SANDRA CALLAHAN	2013-07-09	SANDRA CALLAHAN	2013-07-09
001	2011-01-01	SANDEE CALLAHAN	2012-07-12	SANDEE CALLAHAN	2012-07-12
001	2010-01-01	SANDEE CALLAHAN	2011-07-11	SANDEE CALLAHAN	2011-07-11
001	2009-01-01	SANDEE CALLAHAN		SANDEE CALLAHAN	2010-07-09

Financial Data on THE WORKSHOP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : THE WORKSHOP 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-29	17895
Net assets as of the end of the plan year	2025-04-29	629163
Total assets as of the beginning of the plan year	2025-04-29	521362
Value of plan covered by a fidelity bond	2025-04-29	100000
Participant contributions to plan in this plan year	2025-04-29	18990
Value of participant loans at end of plan year	2025-04-29	1945
Other income to plan in this plan year	2025-04-29	78692
Plan net income in this plan year	2025-04-29	107801
Net assets as of the end of the plan year	2025-04-29	629163
Net assets as of the beginning of the plan year	2025-04-29	521362
Employer contributions to plan in this plan year	2025-04-29	28014
Expensese paid to adminstrative service provicers from plan in this plan year	2025-04-29	9261
2024 : THE WORKSHOP 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-25	85654
Net assets as of the end of the plan year	2024-04-25	521362
Total assets as of the beginning of the plan year	2024-04-25	475760
Value of plan covered by a fidelity bond	2024-04-25	500000
Participant contributions to plan in this plan year	2024-04-25	20625
Other income to plan in this plan year	2024-04-25	84054
Plan net income in this plan year	2024-04-25	45602
Net assets as of the end of the plan year	2024-04-25	521362
Net assets as of the beginning of the plan year	2024-04-25	475760
Employer contributions to plan in this plan year	2024-04-25	26577
Expensese paid to adminstrative service provicers from plan in this plan year	2024-04-25	9696
2009 : THE WORKSHOP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE WORKSHOP 401(K) PROFIT SHARING PLAN

2009: THE WORKSHOP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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Company Name:	THE WORKSHOP
Employer identification number (EIN):	362646411
NAIC Classification:	339900

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0814538