2023 Form 5500 filing — Celebree Learning Centers 401(K) Retirement Savings 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 20240813151013NAL0005872195001) for Celebree Learning Centers 401(K) Retirement Savings Plan, reported by Celebree Learning Centers under EIN 52-2109192 and plan number 001. It reports 784 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240813151013NAL0005872195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Celebree Learning Centers
- EIN
- 52-2109192
- Plan number
- 001
- Location
- Lutherville, MD
- Participants
- 784
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,677,081
- Total liabilities (EOY)
- $74,014
- Net assets (EOY)
- $1,603,067
- Participant contributions
- $235,390
- Total income / additions
- $480,399
- Benefits paid
- $155,179
- Administrative expenses
- $18,448
- Total expenses
- $173,627
- Net increase / (decrease)
- $306,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins | RECORD KEEPER | $9,228 | $0 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $9,219 | $0 |