401k Plan data: OFFICEWORKS 401(K) PLAN plan

OFFICEWORKS 401(K) PLAN 401k Plan overview

Plan Name	OFFICEWORKS 401(K) PLAN
Plan identification number	001

OFFICEWORKS 401(K) 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

OFFICEWORKS SERVICES, LLC has sponsored the creation of one or more 401k plans.

Company Name: OFFICEWORKS SERVICES, LLC

Employer identification number (EIN): 710914602

NAIC Classification: 423200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFFICEWORKS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DANIELLE BARKER 2024-08-26
001 2022-01-01 DANIELLE BARKER 2023-05-30
001 2021-01-01 DANIELLE BARKER 2022-10-04 DANIELLE BARKER 2022-10-04
001 2020-01-01 JOYCE POSSON 2021-04-23
001 2018-01-01 JOYCE POSSON 2019-04-24 JOYCE POSSON 2019-04-24
001 2017-01-01 JOYCE POSSON 2018-05-07
001 2016-01-01 JOYCE POSSON 2017-06-13
001 2015-01-01 JOYCE POSSON 2016-05-12 JOYCE POSSON 2016-05-12
001 2014-01-01 JOYCE A. POSSON 2015-05-18
001 2013-01-01 JOYCE POSSON 2014-06-13 JOYCE POSSON 2014-06-13
001 2012-01-01 JOYCE POSSON 2013-06-14
001 2011-01-01 JOYCE POSSON 2012-09-18
001 2010-01-01 JOYCE POSSON
001 2009-01-01 JOYCE POSSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	DANIELLE BARKER	2024-08-26
001	2022-01-01	DANIELLE BARKER	2023-05-30
001	2021-01-01	DANIELLE BARKER	2022-10-04	DANIELLE BARKER	2022-10-04
001	2020-01-01	JOYCE POSSON	2021-04-23
001	2018-01-01	JOYCE POSSON	2019-04-24	JOYCE POSSON	2019-04-24
001	2017-01-01	JOYCE POSSON	2018-05-07
001	2016-01-01	JOYCE POSSON	2017-06-13
001	2015-01-01	JOYCE POSSON	2016-05-12	JOYCE POSSON	2016-05-12
001	2014-01-01	JOYCE A. POSSON	2015-05-18
001	2013-01-01	JOYCE POSSON	2014-06-13	JOYCE POSSON	2014-06-13
001	2012-01-01	JOYCE POSSON	2013-06-14
001	2011-01-01	JOYCE POSSON	2012-09-18
001	2010-01-01	JOYCE POSSON
001	2009-01-01	JOYCE POSSON

Plan Statistics for OFFICEWORKS 401(K) PLAN

401k plan membership statisitcs for OFFICEWORKS 401(K) PLAN

Measure Date Value
2025: OFFICEWORKS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-16 85
Total number of particpants at end of year 2025-06-16 85
Number of Participants With Account Balances 2025-06-16 79
2024: OFFICEWORKS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-08-26 83
Total number of particpants at end of year 2024-08-26 85
Number of Participants With Account Balances 2024-08-26 76
2022: OFFICEWORKS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-10-04 77
Total number of particpants at end of year 2022-10-04 74
Number of Participants With Account Balances 2022-10-04 72
2010: OFFICEWORKS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 40
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 48
Number of participants with account balances 2010-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: OFFICEWORKS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 49
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: OFFICEWORKS 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-16	85
Total number of particpants at end of year	2025-06-16	85
Number of Participants With Account Balances	2025-06-16	79
2024: OFFICEWORKS 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-08-26	83
Total number of particpants at end of year	2024-08-26	85
Number of Participants With Account Balances	2024-08-26	76
2022: OFFICEWORKS 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-10-04	77
Total number of particpants at end of year	2022-10-04	74
Number of Participants With Account Balances	2022-10-04	72
2010: OFFICEWORKS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	40
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	48
Number of participants with account balances	2010-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: OFFICEWORKS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	49
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on OFFICEWORKS 401(K) PLAN

Measure	Date	Value
2025 : OFFICEWORKS 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year	2025-06-16	0
Total expenses incurred by plan in this plan year	2025-06-16	471602
Net assets as of the end of the plan year	2025-06-16	6052675
Total assets as of the beginning of the plan year	2025-06-16	5588930
Value of plan covered by a fidelity bond	2025-06-16	500000
Participant contributions to plan in this plan year	2025-06-16	334545
Other income to plan in this plan year	2025-06-16	553788
Plan net income in this plan year	2025-06-16	463745
Net assets as of the end of the plan year	2025-06-16	6052675
Net assets as of the beginning of the plan year	2025-06-16	5588930
Employer contributions to plan in this plan year	2025-06-16	47014
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-16	33286
2024 : OFFICEWORKS 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-08-26	0
Total expenses incurred by plan in this plan year	2024-08-26	243157
Net assets as of the end of the plan year	2024-08-26	5588930
Total assets as of the beginning of the plan year	2024-08-26	4813949
Value of plan covered by a fidelity bond	2024-08-26	500000
Participant contributions to plan in this plan year	2024-08-26	326397
Other contributions to plan in this plan year	2024-08-26	3330
Other income to plan in this plan year	2024-08-26	642422
Plan net income in this plan year	2024-08-26	774981
Net assets as of the end of the plan year	2024-08-26	5588930
Net assets as of the beginning of the plan year	2024-08-26	4813949
Employer contributions to plan in this plan year	2024-08-26	45989
Expensese paid to adminstrative service provicers from plan in this plan year	2024-08-26	27649
2022 : OFFICEWORKS 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-10-04	0
Total expenses incurred by plan in this plan year	2022-10-04	174448
Net assets as of the end of the plan year	2022-10-04	5572723
Total assets as of the beginning of the plan year	2022-10-04	4899709
Value of plan covered by a fidelity bond	2022-10-04	500000
Participant contributions to plan in this plan year	2022-10-04	274088
Other income to plan in this plan year	2022-10-04	535444
Plan net income in this plan year	2022-10-04	673014
Net assets as of the end of the plan year	2022-10-04	5572723
Net assets as of the beginning of the plan year	2022-10-04	4899709
Employer contributions to plan in this plan year	2022-10-04	37930
Expensese paid to adminstrative service provicers from plan in this plan year	2022-10-04	27782
2010 : OFFICEWORKS 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$355,968
Expenses. Total of all expenses incurred	2010-12-31	$160,426
Benefits paid (including direct rollovers)	2010-12-31	$154,831
Total plan assets at end of year	2010-12-31	$1,779,738
Total plan assets at beginning of year	2010-12-31	$1,584,196
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$125,334
Contributions received from other sources (not participants or employers)	2010-12-31	$3,957
Other income received	2010-12-31	$226,677
Net income (gross income less expenses)	2010-12-31	$195,542
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,779,738
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,584,196
Value of corrective distributions	2010-12-31	$5,556
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$39
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : OFFICEWORKS 401(K) 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 OFFICEWORKS 401(K) PLAN

2010: OFFICEWORKS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: OFFICEWORKS 401(K) 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OFFICEWORKS SERVICES, LLC
Employer identification number (EIN):	710914602
NAIC Classification:	423200