Options For Learning — 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, Options For Learning (EIN 95-3602641) is a plan sponsor located in Covina, CA 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
95-3602641
Location
Covina, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,867,354
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,867,354

Contributions & income

Employer contributions
$1,660,882
Participant contributions
$1,863,871
Total income / additions
$5,886,753

Expenses & distributions

Benefits paid / distributions
$735,412
Total expenses
$764,798
Net increase / (decrease)
$5,121,955

Coverage

Total reported participants
1,910
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

Options For Learning plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Options For Learning 403(B) Plan0021,093$12,867,3542023
Options Employee Welfare Benefit Plan501817not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Options For Learning
YearPlanParticipantsSchedulesFiling
2023Options Employee Welfare Benefit Plan81720240612161639NAL0015964051001
2023Options For Learning 403(B) Plan1,093H, C20250220180538NAL0004345027001

Related Form 5500 pages