Fidelity bond in place
Not reported
Filing
WORKFORCE DEVELOPMENT SERVICES, INC. 401K PLAN
WORKFORCE DEVELOPMENT SERVICES, INC. • EIN 05-0556067 • Plan year 2008
Filing Insights
Participants
Down58 → 42
-16 • -27.59%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
Context- Pension payor EIN
- 71-0294708
Status Flags
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
Not reported
Leases in default
Not reported
Reportable party-in-interest issues
Not reported
Loss discovered during year
Not reported
Assets with undetermined value
Not reported
Non-cash contributions
Not reported
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
Not reported
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2020 | 1 | 12 | $468,741 | $810 | $68iApproximate average salary by contribution assumption: employee only about $1,688 at 4% or $1,125 at 6%; with 50% employer match about $1,125 at 4% or $750 at 6%; with 100% employer match about $844 at 4% or $563 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 12 | $468,741 | $810 | $68iApproximate average salary by contribution assumption: employee only about $1,688 at 4% or $1,125 at 6%; with 50% employer match about $1,125 at 4% or $750 at 6%; with 100% employer match about $844 at 4% or $563 at 6%. |
| 2019 | 1 | 12 | $379,156 | $198,101 | $16,508iApproximate average salary by contribution assumption: employee only about $412,710 at 4% or $275,140 at 6%; with 50% employer match about $275,140 at 4% or $183,427 at 6%; with 100% employer match about $206,355 at 4% or $137,570 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 12 | $379,156 | $198,101 | $16,508iApproximate average salary by contribution assumption: employee only about $412,710 at 4% or $275,140 at 6%; with 50% employer match about $275,140 at 4% or $183,427 at 6%; with 100% employer match about $206,355 at 4% or $137,570 at 6%. |
| 2018 | 1 | 42 | $351,250 | $9,061 | $216iApproximate average salary by contribution assumption: employee only about $5,393 at 4% or $3,596 at 6%; with 50% employer match about $3,596 at 4% or $2,397 at 6%; with 100% employer match about $2,697 at 4% or $1,798 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 42 | $351,250 | $9,061 | $216iApproximate average salary by contribution assumption: employee only about $5,393 at 4% or $3,596 at 6%; with 50% employer match about $3,596 at 4% or $2,397 at 6%; with 100% employer match about $2,697 at 4% or $1,798 at 6%. |
| 2017 | 1 | 42 | $374,010 | $2,793 | $67iApproximate average salary by contribution assumption: employee only about $1,663 at 4% or $1,108 at 6%; with 50% employer match about $1,108 at 4% or $739 at 6%; with 100% employer match about $831 at 4% or $554 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 42 | $374,010 | $2,793 | $67iApproximate average salary by contribution assumption: employee only about $1,663 at 4% or $1,108 at 6%; with 50% employer match about $1,108 at 4% or $739 at 6%; with 100% employer match about $831 at 4% or $554 at 6%. |
| 2016 | 1 | 42 | $333,981 | $4,000 | $95iApproximate average salary by contribution assumption: employee only about $2,381 at 4% or $1,587 at 6%; with 50% employer match about $1,587 at 4% or $1,058 at 6%; with 100% employer match about $1,190 at 4% or $794 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 42 | $333,981 | $4,000 | $95iApproximate average salary by contribution assumption: employee only about $2,381 at 4% or $1,587 at 6%; with 50% employer match about $1,587 at 4% or $1,058 at 6%; with 100% employer match about $1,190 at 4% or $794 at 6%. |
| 2015 | 1 | 40 | $383,723 | $35,292 | $882iApproximate average salary by contribution assumption: employee only about $22,058 at 4% or $14,705 at 6%; with 50% employer match about $14,705 at 4% or $9,803 at 6%; with 100% employer match about $11,029 at 4% or $7,353 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 40 | $383,723 | $35,292 | $882iApproximate average salary by contribution assumption: employee only about $22,058 at 4% or $14,705 at 6%; with 50% employer match about $14,705 at 4% or $9,803 at 6%; with 100% employer match about $11,029 at 4% or $7,353 at 6%. |
| 2014 | 1 | 33 | $449,281 | $34,515 | $1,046iApproximate average salary by contribution assumption: employee only about $26,148 at 4% or $17,432 at 6%; with 50% employer match about $17,432 at 4% or $11,621 at 6%; with 100% employer match about $13,074 at 4% or $8,716 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 33 | $449,281 | $34,515 | $1,046iApproximate average salary by contribution assumption: employee only about $26,148 at 4% or $17,432 at 6%; with 50% employer match about $17,432 at 4% or $11,621 at 6%; with 100% employer match about $13,074 at 4% or $8,716 at 6%. |
| 2013 | 1 | 35 | $470,473 | $33,952 | $970iApproximate average salary by contribution assumption: employee only about $24,251 at 4% or $16,168 at 6%; with 50% employer match about $16,168 at 4% or $10,778 at 6%; with 100% employer match about $12,126 at 4% or $8,084 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 35 | $470,473 | $33,952 | $970iApproximate average salary by contribution assumption: employee only about $24,251 at 4% or $16,168 at 6%; with 50% employer match about $16,168 at 4% or $10,778 at 6%; with 100% employer match about $12,126 at 4% or $8,084 at 6%. |
| 2012 | 1 | 39 | $451,579 | $30,076 | $771iApproximate average salary by contribution assumption: employee only about $19,279 at 4% or $12,853 at 6%; with 50% employer match about $12,853 at 4% or $8,569 at 6%; with 100% employer match about $9,640 at 4% or $6,426 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 39 | $451,579 | $30,076 | $771iApproximate average salary by contribution assumption: employee only about $19,279 at 4% or $12,853 at 6%; with 50% employer match about $12,853 at 4% or $8,569 at 6%; with 100% employer match about $9,640 at 4% or $6,426 at 6%. |
| 2011 | 1 | 43 | $413,793 | $58,910 | $1,370iApproximate average salary by contribution assumption: employee only about $34,250 at 4% or $22,833 at 6%; with 50% employer match about $22,833 at 4% or $15,222 at 6%; with 100% employer match about $17,125 at 4% or $11,417 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 43 | $413,793 | $58,910 | $1,370iApproximate average salary by contribution assumption: employee only about $34,250 at 4% or $22,833 at 6%; with 50% employer match about $22,833 at 4% or $15,222 at 6%; with 100% employer match about $17,125 at 4% or $11,417 at 6%. |
| 2010 | 1 | 52 | $484,971 | $79,091 | $1,521iApproximate average salary by contribution assumption: employee only about $38,025 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,012 at 4% or $12,675 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 52 | $484,971 | $79,091 | $1,521iApproximate average salary by contribution assumption: employee only about $38,025 at 4% or $25,350 at 6%; with 50% employer match about $25,350 at 4% or $16,900 at 6%; with 100% employer match about $19,012 at 4% or $12,675 at 6%. |
| 2009 | 1 | 60 | $371,464 | $106,859 | $1,781iApproximate average salary by contribution assumption: employee only about $44,525 at 4% or $29,683 at 6%; with 50% employer match about $29,683 at 4% or $19,789 at 6%; with 100% employer match about $22,262 at 4% or $14,842 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401(K) PLAN | - | 60 | $371,464 | $106,859 | $1,781iApproximate average salary by contribution assumption: employee only about $44,525 at 4% or $29,683 at 6%; with 50% employer match about $29,683 at 4% or $19,789 at 6%; with 100% employer match about $22,262 at 4% or $14,842 at 6%. |
| 2008 | 1 | 42 | $0 | $0 | - |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401K PLAN | Current | 42 | - | - | - |
| 2007 | 1 | 41 | $0 | $0 | - |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401K PLAN | - | 41 | - | - | - |
| 2006 | 1 | 41 | $213,749 | $154,819 | $3,776iApproximate average salary by contribution assumption: employee only about $94,402 at 4% or $62,935 at 6%; with 50% employer match about $62,935 at 4% or $41,956 at 6%; with 100% employer match about $47,201 at 4% or $31,467 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401K PLAN | - | 41 | $213,749 | $154,819 | $3,776iApproximate average salary by contribution assumption: employee only about $94,402 at 4% or $62,935 at 6%; with 50% employer match about $62,935 at 4% or $41,956 at 6%; with 100% employer match about $47,201 at 4% or $31,467 at 6%. |
| 2005 | 1 | 55 | $72,833 | $72,009 | $1,309iApproximate average salary by contribution assumption: employee only about $32,731 at 4% or $21,821 at 6%; with 50% employer match about $21,821 at 4% or $14,547 at 6%; with 100% employer match about $16,366 at 4% or $10,910 at 6%. |
| WORKFORCE DEVELOPMENT SERVICES, INC. 401K PLAN | - | 55 | $72,833 | $72,009 | $1,309iApproximate average salary by contribution assumption: employee only about $32,731 at 4% or $21,821 at 6%; with 50% employer match about $21,821 at 4% or $14,547 at 6%; with 100% employer match about $16,366 at 4% or $10,910 at 6%. |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 91037060325310
- Form Id
- 102192181
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370060325060002
- Ins Broker 01 Name
- PLANNING CORP OF AMERICA
- Ins Broker 01 Street Addr
- 4880 CARILLON PKWY
- Ins Broker 01 City
- ST PETERSBURG
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 33716
- Ins Broker Comm Pd 01 Amount
- $1,715
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 2
- Filing Id
- 91037060325310
- Form Id
- 102192175
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370028378040002
- Ins Broker 01 Name
- PLANNING CORP OF AMERICA
- Ins Broker 01 Street Addr
- 4880 CARILLON PKWY
- Ins Broker 01 City
- ST PETERSBURG
- Ins Broker 01 State
- FL
- Ins Broker 01 ZIP Code
- 33716
- Ins Broker Comm Pd 01 Amount
- $1,715
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 91037060325310
- Form Id
- 102192175
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8020370028378040002
- Ins Broker 01 Name
- RETIREMENT PLAN CONCEPTS & SERVICES
- Ins Broker 01 Street Addr
- 6509 MUTUAL DRIVE
- Ins Broker 01 City
- FORT WAYNE
- Ins Broker 01 State
- IN
- Ins Broker 01 ZIP Code
- 46825
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $155
- Ins Broker Fees Pd 01 Text
- THIRD PARTY ADMIN FEES
- Ins Broker 01 Code
- 5
- Row 4
- Filing Id
- 91037060325310
- Form Id
- 102192181
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 8020370060325060002
- Ins Broker 01 Name
- RETIREMENT PLAN CONCEPTS & SERVICES
- Ins Broker 01 Street Addr
- 6509 MUTUAL DRIVE
- Ins Broker 01 City
- FORT WAYNE
- Ins Broker 01 State
- IN
- Ins Broker 01 ZIP Code
- 46825
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $155
- Ins Broker Fees Pd 01 Text
- THIRD PARTY ADMIN FEES
- Ins Broker 01 Code
- 5
- Row 5
- Ins Carrier Name: ING LIFE INSURANCE & ANNUITY COMPANY
- Filing Id
- 91037060325310
- Form Id
- 102192175
- Schedule A EIN
- 05-0556067
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2008-01-01
- Schedule A Tax Period
- 20081231
- Ins Carrier Name
- ING LIFE INSURANCE & ANNUITY COMPANY
- Ins Carrier EIN
- 71-0294708
- Ins Carrier Naic Code
- 86509
- Ins Contract Num
- PHS623
- Ins Prsn Covered End of year Count
- 58
- Ins Policy From Date
- 01/01/20
- Ins Policy To Date
- 2008-12-31
- Ins Broker Comm Total Amount
- $1,715
- Ins Broker Fees Total Amount
- $155
- Pension End of year Gen Account Amount
- $5,777
- Pension End of year Sep Account Amount
- $272,471
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUP PENSION FUNDING
- Pension End Prev Bal Amount
- $3,945
- Pension Contribution Dep Amount
- $110,438
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $140
- Pension Transfer From Amount
- $12,138
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $122,716
- Pension Total Bal Addn Amount
- $126,661
- Pension Bnfts Dsbrsd Amount
- $10,985
- Pension Admin Chrg Amount
- $750
- Pension Transfer To Amount
- $108,954
- Pension Oth Ded Amount
- $195
- Pension Oth Ded Text
- FESS PAID TO TPA
- Pension Total Ded Amount
- $120,884
- Pension End of year Bal Amount
- $5,777
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 6
- Ins Carrier Name: ING LIFE INSURANCE & ANNUITY COMPANY
- Filing Id
- 91037060325310
- Form Id
- 102192181
- Schedule A EIN
- 05-0556067
- Schedule A Plan Num
- 001
- Schedule A Plan Year Begin Date
- 2008-01-01
- Schedule A Tax Period
- 20081231
- Ins Carrier Name
- ING LIFE INSURANCE & ANNUITY COMPANY
- Ins Carrier EIN
- 71-0294708
- Ins Carrier Naic Code
- 86509
- Ins Contract Num
- PHS623
- Ins Prsn Covered End of year Count
- 58
- Ins Policy From Date
- 01/01/20
- Ins Policy To Date
- 2008-12-31
- Ins Broker Comm Total Amount
- $1,715
- Ins Broker Fees Total Amount
- $155
- Pension End of year Gen Account Amount
- $5,777
- Pension End of year Sep Account Amount
- $272,471
- Pension Prem Paid Total Amount
- $0
- Pension Unpaid Premium Amount
- $0
- Pension Contract Cost Amount
- $0
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- GROUP PENSION FUNDING
- Pension End Prev Bal Amount
- $3,945
- Pension Contribution Dep Amount
- $110,438
- Pension Divnd Cr Dep Amount
- $0
- Pension Interest Cr Dur Yr Amount
- $140
- Pension Transfer From Amount
- $12,138
- Pension Other Amount
- $0
- Pension Total Additions Amount
- $122,716
- Pension Total Bal Addn Amount
- $126,661
- Pension Bnfts Dsbrsd Amount
- $10,985
- Pension Admin Chrg Amount
- $750
- Pension Transfer To Amount
- $108,954
- Pension Oth Ded Amount
- $195
- Pension Oth Ded Text
- FESS PAID TO TPA
- Pension Total Ded Amount
- $120,884
- Pension End of year Bal Amount
- $5,777
- Wlfr Premium Rcvd Amount
- $0
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $0
- Wlfr Claims Paid Amount
- $0
- Wlfr Incr Reserve Amount
- $0
- Wlfr Incurred Claim Amount
- $0
- Wlfr Claims Chrgd Amount
- $0
- Wlfr Ret Commissions Amount
- $0
- Wlfr Ret Admin Amount
- $0
- Wlfr Ret Oth Cost Amount
- $0
- Wlfr Ret Oth Expense Amount
- $0
- Wlfr Ret Taxes Amount
- $0
- Wlfr Ret Charges Amount
- $0
- Wlfr Ret Oth Chrgs Amount
- $0
- Wlfr Ret Total Amount
- $0
- Wlfr Refund Amount
- $0
- Wlfr Held Bnfts Amount
- $0
- Wlfr Claims Reserve Amount
- $0
- Wlfr Oth Reserve Amount
- $0
- Wlfr Divnds Due Amount
- $0
- Wlfr Total Charges Paid Amount
- $0
- Wlfr Acquis Cost Amount
- $0
Schedule D
- Row 1
- Filing Id
- 91037060325310
- Page Id
- 3
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 8020370060325060003
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN71-0294708
Transfers
Distributed property value$0
Schedule R source fields
- Payor 71-0294708
- Filing Id
- 91037060325310
- Schedule R EIN
- 05-0556067
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2008-01-01
- Schedule R Tax Period
- 20081231
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 71-0294708
- Pension Bnft Distribution Sngl Sum Count
- 0
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0
- Pension Satisfy Cover Basis Code
- 1