How big is Workflow Concepts, Inc.'s plan?

Workflow Concepts, Inc.'s plan reported $650K in assets and 11 participants for 2024.

Original filing (PDF)20251008162948NAL0014252082001

Workflow Concepts, Inc.

Name: Workflow Concepts, Inc. — Workflow Concepts Cash, Form 5500 (2024)
Creator: Workflow Concepts, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Workflow Concepts Cash Balance Plan

Defined-benefit pension plan · Workflow Concepts, Inc.'s Workflow Concepts Cash Balance Plan held $650K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$650K

Net assets (EOY)

$650K

Plan identifiers

Workflow Concepts, Inc.'s EIN is 46-4692870.

EIN 46-4692870

Plan number 002

Plan year 2024

ACK ID 20251008162948NAL0014252082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Workflow Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Workflow Concepts, Inc.'s plan includes a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score