Learning Grove — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Learning Grove (EIN 31-0910787) is a plan sponsor located in Covington, KY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-0910787
Location
Covington, KY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,176,941
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,176,941

Contributions & income

Employer contributions
$218,765
Participant contributions
$423,989
Total income / additions
$2,572,391

Expenses & distributions

Benefits paid / distributions
$1,214,292
Total expenses
$1,216,341
Net increase / (decrease)
$1,356,050

Coverage

Total reported participants
877
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Learning Grove plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
403(B) Thrift Plan Of Learning Grove, Inc.002653$10,176,9412023
Learning Grove Health & Welfare Plan501224not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Learning Grove
YearPlanParticipantsSchedulesFiling
2023Learning Grove Health & Welfare Plan22420240621104134NAL0002747697001
2023403(B) Thrift Plan Of Learning Grove, Inc.653H, C20241015140343NAL0014790435001

Related Form 5500 pages