How big is Counseling Works' plan?

Counseling Works' plan reported $147K in assets and 8 participants for 2023.

Original filing (PDF)20241014105627NAL0051953538001

Counseling Works

Name: Counseling Works — Counseling Works 401(k) Plan, Form 5500 (2023)
Creator: Counseling Works
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counseling Works 401(k) Plan

401(k) retirement plan · Counseling Works' Counseling Works 401(k) Plan held $147K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Leo J. Wayman signed Counseling Works' 2023 Form 5500 as plan administrator.

Leo J. Wayman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Counseling Works' EIN is 27-3828882.

EIN 27-3828882

Plan number 001

Plan year 2023

ACK ID 20241014105627NAL0051953538001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Counseling Works from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Counseling Works' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score