2023 Form 5500 filing — Excelligence Learning Corporation 401(K) 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 20240927155110NAL0001405059001) for Excelligence Learning Corporation 401(K) Plan, reported by Excelligence Learning Corporation under EIN 77-0559897 and plan number 001. It reports 1,091 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927155110NAL0001405059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelligence Learning Corporation
- EIN
- 77-0559897
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 1,091
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,051,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,051,585
- Employer contributions
- $1,411,007
- Participant contributions
- $2,775,101
- Total income / additions
- $10,384,326
- Benefits paid
- $2,988,852
- Administrative expenses
- $94,970
- Total expenses
- $3,083,822
- Net increase / (decrease)
- $7,300,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qualified Plan Advisors | INVESTMENT ADVISOR | $54,211 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $18,423 | $0 |
| Qualified Plan Advisory LLC | ADVISOR | $14,361 | not reported in the loaded dataset |