Fidelity bond in place
Not reported
Filing1800 SW First Ave.Suite 110Portland, OR 97201
Worksystems Inc. 401(K) Plan
Worksystems Inc. • EIN 93-0857426 • Portland, OR • Plan year 2018
Filing Insights
Participants
Down64 → 59
-5 • -7.81%
Assets
No comparison- → $6,188,971
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
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
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 61 | $8,910,378 | $691,103 | $11,330iApproximate average salary by contribution assumption: employee only about $283,239 at 4% or $188,826 at 6%; with 50% employer match about $188,826 at 4% or $125,884 at 6%; with 100% employer match about $141,619 at 4% or $94,413 at 6%. |
| Worksystems Inc. 401K Plan | - | 61 | $8,910,378 | $691,103 | $11,330iApproximate average salary by contribution assumption: employee only about $283,239 at 4% or $188,826 at 6%; with 50% employer match about $188,826 at 4% or $125,884 at 6%; with 100% employer match about $141,619 at 4% or $94,413 at 6%. |
| 2024 | 1 | 62 | $10,533,899 | $763,995 | $12,323iApproximate average salary by contribution assumption: employee only about $308,063 at 4% or $205,375 at 6%; with 50% employer match about $205,375 at 4% or $136,917 at 6%; with 100% employer match about $154,031 at 4% or $102,688 at 6%. |
| Worksystems Inc. 401K Plan | - | 62 | $10,533,899 | $763,995 | $12,323iApproximate average salary by contribution assumption: employee only about $308,063 at 4% or $205,375 at 6%; with 50% employer match about $205,375 at 4% or $136,917 at 6%; with 100% employer match about $154,031 at 4% or $102,688 at 6%. |
| 2023 | 1 | 60 | $10,215,117 | $839,933 | $13,999iApproximate average salary by contribution assumption: employee only about $349,972 at 4% or $233,315 at 6%; with 50% employer match about $233,315 at 4% or $155,543 at 6%; with 100% employer match about $174,986 at 4% or $116,657 at 6%. |
| Worksystems Inc. 401K Plan | - | 60 | $10,215,117 | $839,933 | $13,999iApproximate average salary by contribution assumption: employee only about $349,972 at 4% or $233,315 at 6%; with 50% employer match about $233,315 at 4% or $155,543 at 6%; with 100% employer match about $174,986 at 4% or $116,657 at 6%. |
| 2022 | 1 | 60 | $8,796,253 | $735,053 | $12,251iApproximate average salary by contribution assumption: employee only about $306,272 at 4% or $204,181 at 6%; with 50% employer match about $204,181 at 4% or $136,121 at 6%; with 100% employer match about $153,136 at 4% or $102,091 at 6%. |
| Worksystems Inc. 401K Plan | - | 60 | $8,796,253 | $735,053 | $12,251iApproximate average salary by contribution assumption: employee only about $306,272 at 4% or $204,181 at 6%; with 50% employer match about $204,181 at 4% or $136,121 at 6%; with 100% employer match about $153,136 at 4% or $102,091 at 6%. |
| 2021 | 1 | 51 | $10,870,086 | $575,838 | $11,291iApproximate average salary by contribution assumption: employee only about $282,274 at 4% or $188,182 at 6%; with 50% employer match about $188,182 at 4% or $125,455 at 6%; with 100% employer match about $141,137 at 4% or $94,091 at 6%. |
| Worksystems Inc. 401K Plan | - | 51 | $10,870,086 | $575,838 | $11,291iApproximate average salary by contribution assumption: employee only about $282,274 at 4% or $188,182 at 6%; with 50% employer match about $188,182 at 4% or $125,455 at 6%; with 100% employer match about $141,137 at 4% or $94,091 at 6%. |
| 2020 | 1 | 52 | $9,578,861 | $520,441 | $10,008iApproximate average salary by contribution assumption: employee only about $250,212 at 4% or $166,808 at 6%; with 50% employer match about $166,808 at 4% or $111,205 at 6%; with 100% employer match about $125,106 at 4% or $83,404 at 6%. |
| Worksystems Inc. 401K Plan | - | 52 | $9,578,861 | $520,441 | $10,008iApproximate average salary by contribution assumption: employee only about $250,212 at 4% or $166,808 at 6%; with 50% employer match about $166,808 at 4% or $111,205 at 6%; with 100% employer match about $125,106 at 4% or $83,404 at 6%. |
| 2019 | 1 | 52 | $7,723,931 | $510,775 | $9,823iApproximate average salary by contribution assumption: employee only about $245,565 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,782 at 4% or $81,855 at 6%. |
| Worksystems Inc. 401K Plan | - | 52 | $7,723,931 | $510,775 | $9,823iApproximate average salary by contribution assumption: employee only about $245,565 at 4% or $163,710 at 6%; with 50% employer match about $163,710 at 4% or $109,140 at 6%; with 100% employer match about $122,782 at 4% or $81,855 at 6%. |
| 2018 | 1 | 59 | $6,188,971 | $669,268 | $11,344iApproximate average salary by contribution assumption: employee only about $283,588 at 4% or $189,059 at 6%; with 50% employer match about $189,059 at 4% or $126,039 at 6%; with 100% employer match about $141,794 at 4% or $94,529 at 6%. |
| Worksystems Inc. 401K Plan | Current | 59 | $6,188,971 | $669,268 | $11,344iApproximate average salary by contribution assumption: employee only about $283,588 at 4% or $189,059 at 6%; with 50% employer match about $189,059 at 4% or $126,039 at 6%; with 100% employer match about $141,794 at 4% or $94,529 at 6%. |
| 2017 | 1 | 60 | $6,092,596 | $525,534 | $8,759iApproximate average salary by contribution assumption: employee only about $218,973 at 4% or $145,982 at 6%; with 50% employer match about $145,982 at 4% or $97,321 at 6%; with 100% employer match about $109,486 at 4% or $72,991 at 6%. |
| Worksystems Inc. 401K Plan | - | 60 | $6,092,596 | $525,534 | $8,759iApproximate average salary by contribution assumption: employee only about $218,973 at 4% or $145,982 at 6%; with 50% employer match about $145,982 at 4% or $97,321 at 6%; with 100% employer match about $109,486 at 4% or $72,991 at 6%. |
| 2016 | 1 | 57 | $4,957,200 | $664,134 | $11,651iApproximate average salary by contribution assumption: employee only about $291,287 at 4% or $194,191 at 6%; with 50% employer match about $194,191 at 4% or $129,461 at 6%; with 100% employer match about $145,643 at 4% or $97,096 at 6%. |
| Worksystems Inc. 401K Plan | - | 57 | $4,957,200 | $664,134 | $11,651iApproximate average salary by contribution assumption: employee only about $291,287 at 4% or $194,191 at 6%; with 50% employer match about $194,191 at 4% or $129,461 at 6%; with 100% employer match about $145,643 at 4% or $97,096 at 6%. |
| 2015 | 1 | 48 | $4,572,067 | $366,077 | $7,627iApproximate average salary by contribution assumption: employee only about $190,665 at 4% or $127,110 at 6%; with 50% employer match about $127,110 at 4% or $84,740 at 6%; with 100% employer match about $95,333 at 4% or $63,555 at 6%. |
| Worksystems Inc. 401K Plan | - | 48 | $4,572,067 | $366,077 | $7,627iApproximate average salary by contribution assumption: employee only about $190,665 at 4% or $127,110 at 6%; with 50% employer match about $127,110 at 4% or $84,740 at 6%; with 100% employer match about $95,333 at 4% or $63,555 at 6%. |
| 2014 | 1 | 46 | $4,461,086 | $347,445 | $7,553iApproximate average salary by contribution assumption: employee only about $188,829 at 4% or $125,886 at 6%; with 50% employer match about $125,886 at 4% or $83,924 at 6%; with 100% employer match about $94,414 at 4% or $62,943 at 6%. |
| Worksystems Inc. 401K Plan | - | 46 | $4,461,086 | $347,445 | $7,553iApproximate average salary by contribution assumption: employee only about $188,829 at 4% or $125,886 at 6%; with 50% employer match about $125,886 at 4% or $83,924 at 6%; with 100% employer match about $94,414 at 4% or $62,943 at 6%. |
| 2013 | 1 | 50 | $4,045,106 | $310,774 | $6,215iApproximate average salary by contribution assumption: employee only about $155,387 at 4% or $103,591 at 6%; with 50% employer match about $103,591 at 4% or $69,061 at 6%; with 100% employer match about $77,694 at 4% or $51,796 at 6%. |
| Worksystems Inc. 401K Plan | - | 50 | $4,045,106 | $310,774 | $6,215iApproximate average salary by contribution assumption: employee only about $155,387 at 4% or $103,591 at 6%; with 50% employer match about $103,591 at 4% or $69,061 at 6%; with 100% employer match about $77,694 at 4% or $51,796 at 6%. |
| 2012 | 1 | 48 | $3,083,954 | $270,276 | $5,631iApproximate average salary by contribution assumption: employee only about $140,769 at 4% or $93,846 at 6%; with 50% employer match about $93,846 at 4% or $62,564 at 6%; with 100% employer match about $70,384 at 4% or $46,923 at 6%. |
| Worksystems Inc. 401K Plan | - | 48 | $3,083,954 | $270,276 | $5,631iApproximate average salary by contribution assumption: employee only about $140,769 at 4% or $93,846 at 6%; with 50% employer match about $93,846 at 4% or $62,564 at 6%; with 100% employer match about $70,384 at 4% or $46,923 at 6%. |
| 2011 | 1 | 46 | $2,545,943 | $276,318 | $6,007iApproximate average salary by contribution assumption: employee only about $150,173 at 4% or $100,115 at 6%; with 50% employer match about $100,115 at 4% or $66,743 at 6%; with 100% employer match about $75,086 at 4% or $50,058 at 6%. |
| Worksystems Inc. 401K Plan | - | 46 | $2,545,943 | $276,318 | $6,007iApproximate average salary by contribution assumption: employee only about $150,173 at 4% or $100,115 at 6%; with 50% employer match about $100,115 at 4% or $66,743 at 6%; with 100% employer match about $75,086 at 4% or $50,058 at 6%. |
| 2010 | 1 | 50 | $2,906,669 | $290,781 | $5,816iApproximate average salary by contribution assumption: employee only about $145,391 at 4% or $96,927 at 6%; with 50% employer match about $96,927 at 4% or $64,618 at 6%; with 100% employer match about $72,695 at 4% or $48,464 at 6%. |
| Worksystems Inc. 401K Plan | - | 50 | $2,906,669 | $290,781 | $5,816iApproximate average salary by contribution assumption: employee only about $145,391 at 4% or $96,927 at 6%; with 50% employer match about $96,927 at 4% or $64,618 at 6%; with 100% employer match about $72,695 at 4% or $48,464 at 6%. |
| 2009 | 1 | 56 | $2,510,014 | $261,123 | $4,663iApproximate average salary by contribution assumption: employee only about $116,573 at 4% or $77,715 at 6%; with 50% employer match about $77,715 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,858 at 6%. |
| Worksystems Inc. 401K Plan | - | 56 | $2,510,014 | $261,123 | $4,663iApproximate average salary by contribution assumption: employee only about $116,573 at 4% or $77,715 at 6%; with 50% employer match about $77,715 at 4% or $51,810 at 6%; with 100% employer match about $58,286 at 4% or $38,858 at 6%. |
| 2008 | 1 | 27 | $1,735,771 | $314,324 | $11,642iApproximate average salary by contribution assumption: employee only about $291,041 at 4% or $194,027 at 6%; with 50% employer match about $194,027 at 4% or $129,351 at 6%; with 100% employer match about $145,520 at 4% or $97,014 at 6%. |
| Worksystems Inc. 401K Plan | - | 27 | $1,735,771 | $314,324 | $11,642iApproximate average salary by contribution assumption: employee only about $291,041 at 4% or $194,027 at 6%; with 50% employer match about $194,027 at 4% or $129,351 at 6%; with 100% employer match about $145,520 at 4% or $97,014 at 6%. |
| 2007 | 1 | 27 | $2,464,288 | $279,820 | $10,364iApproximate average salary by contribution assumption: employee only about $259,093 at 4% or $172,728 at 6%; with 50% employer match about $172,728 at 4% or $115,152 at 6%; with 100% employer match about $129,546 at 4% or $86,364 at 6%. |
| Worksystems Inc. 401K Plan | - | 27 | $2,464,288 | $279,820 | $10,364iApproximate average salary by contribution assumption: employee only about $259,093 at 4% or $172,728 at 6%; with 50% employer match about $172,728 at 4% or $115,152 at 6%; with 100% employer match about $129,546 at 4% or $86,364 at 6%. |
| 2006 | 1 | 28 | $2,146,400 | $285,281 | $10,189iApproximate average salary by contribution assumption: employee only about $254,715 at 4% or $169,810 at 6%; with 50% employer match about $169,810 at 4% or $113,207 at 6%; with 100% employer match about $127,358 at 4% or $84,905 at 6%. |
| Worksystems Inc. 401K Plan | - | 28 | $2,146,400 | $285,281 | $10,189iApproximate average salary by contribution assumption: employee only about $254,715 at 4% or $169,810 at 6%; with 50% employer match about $169,810 at 4% or $113,207 at 6%; with 100% employer match about $127,358 at 4% or $84,905 at 6%. |
| 2005 | 1 | 37 | $1,673,738 | $366,517 | $9,906iApproximate average salary by contribution assumption: employee only about $247,647 at 4% or $165,098 at 6%; with 50% employer match about $165,098 at 4% or $110,065 at 6%; with 100% employer match about $123,823 at 4% or $82,549 at 6%. |
| Worksystems Inc. 401K Plan | - | 37 | $1,673,738 | $366,517 | $9,906iApproximate average salary by contribution assumption: employee only about $247,647 at 4% or $165,098 at 6%; with 50% employer match about $165,098 at 4% or $110,065 at 6%; with 100% employer match about $123,823 at 4% or $82,549 at 6%. |
| 2004 | 1 | 41 | $1,751,262 | $393,064 | $9,587iApproximate average salary by contribution assumption: employee only about $239,673 at 4% or $159,782 at 6%; with 50% employer match about $159,782 at 4% or $106,521 at 6%; with 100% employer match about $119,837 at 4% or $79,891 at 6%. |
| Worksystems Inc. 401K Plan | - | 41 | $1,751,262 | $393,064 | $9,587iApproximate average salary by contribution assumption: employee only about $239,673 at 4% or $159,782 at 6%; with 50% employer match about $159,782 at 4% or $106,521 at 6%; with 100% employer match about $119,837 at 4% or $79,891 at 6%. |
| 2003 | 1 | 45 | $1,244,980 | $389,511 | $8,656iApproximate average salary by contribution assumption: employee only about $216,395 at 4% or $144,263 at 6%; with 50% employer match about $144,263 at 4% or $96,176 at 6%; with 100% employer match about $108,197 at 4% or $72,132 at 6%. |
| Worksystems Inc. 401K Plan | - | 45 | $1,244,980 | $389,511 | $8,656iApproximate average salary by contribution assumption: employee only about $216,395 at 4% or $144,263 at 6%; with 50% employer match about $144,263 at 4% or $96,176 at 6%; with 100% employer match about $108,197 at 4% or $72,132 at 6%. |
| 2002 | 2 | 56 | $840,070 | $429,663 | $7,673iApproximate average salary by contribution assumption: employee only about $191,814 at 4% or $127,876 at 6%; with 50% employer match about $127,876 at 4% or $85,251 at 6%; with 100% employer match about $95,907 at 4% or $63,938 at 6%. |
| Worksystems Inc. 401K Plan | - | 56 | $840,070 | $429,663 | $7,673iApproximate average salary by contribution assumption: employee only about $191,814 at 4% or $127,876 at 6%; with 50% employer match about $127,876 at 4% or $85,251 at 6%; with 100% employer match about $95,907 at 4% or $63,938 at 6%. |
| Workforce Development Board Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2001 | 2 | 62 | $828,780 | $234,044 | $3,775iApproximate average salary by contribution assumption: employee only about $94,373 at 4% or $62,915 at 6%; with 50% employer match about $62,915 at 4% or $41,943 at 6%; with 100% employer match about $47,186 at 4% or $31,458 at 6%. |
| Worksystems Inc. 401K Plan | - | 62 | $828,780 | $234,044 | $3,775iApproximate average salary by contribution assumption: employee only about $94,373 at 4% or $62,915 at 6%; with 50% employer match about $62,915 at 4% or $41,943 at 6%; with 100% employer match about $47,186 at 4% or $31,458 at 6%. |
| Workforce Development Board Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 2000 | 2 | 50 | $0 | $0 | - |
| Worksystems Inc. 401K Plan | - | 50 | - | - | - |
| Workforce Development Board Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
| 1999 | 2 | 50 | $708,763 | $680,569 | $13,611iApproximate average salary by contribution assumption: employee only about $340,285 at 4% or $226,856 at 6%; with 50% employer match about $226,856 at 4% or $151,238 at 6%; with 100% employer match about $170,142 at 4% or $113,428 at 6%. |
| Worksystems Inc. 401K Plan | - | 50 | $708,763 | $680,569 | $13,611iApproximate average salary by contribution assumption: employee only about $340,285 at 4% or $226,856 at 6%; with 50% employer match about $226,856 at 4% or $151,238 at 6%; with 100% employer match about $170,142 at 4% or $113,428 at 6%. |
| Workforce Development Board Inc. Tax Sheltered Annuity Plan | - | 0 | - | - | - |
Schedule Details
This Form 5500-SF filing only has summary rows in the source dataset, so there are no separate schedule rows to display.
Filing received by DOL Apr 12, 2019