2023 Form 5500 filing — Teaching Strategies, LLC Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729142146NAL0041275074001) for Teaching Strategies, LLC Profit Sharing Plan, reported by Teaching Strategies, LLC under EIN 52-1608039 and plan number 002. It reports 505 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729142146NAL0041275074001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Teaching Strategies, LLC
- EIN
- 52-1608039
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 505
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,097,031
- Total liabilities (EOY)
- $6,362
- Net assets (EOY)
- $31,090,669
- Employer contributions
- $1,199,011
- Participant contributions
- $3,738,295
- Total income / additions
- $11,738,235
- Benefits paid
- $1,227,240
- Administrative expenses
- $9,800
- Total expenses
- $1,266,908
- Net increase / (decrease)
- $10,471,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Benefit Solutions | THIRD PARTY ADMIN | $0 | $11,735 |