2023 Form 5500 filing — Lifelong Learner Holdings 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 20241002163852NAL0017930370001) for Lifelong Learner Holdings 401(K) Plan, reported by Lifelong Learner Holdings, LLC under EIN 47-3094712 and plan number 001. It reports 1,308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002163852NAL0017930370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lifelong Learner Holdings, LLC
- EIN
- 47-3094712
- Plan number
- 001
- Location
- Glendale, CA
- Participants
- 1,308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $73,400,187
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,400,187
- Employer contributions
- $2,754,117
- Participant contributions
- $6,201,824
- Total income / additions
- $20,680,188
- Benefits paid
- $7,731,031
- Administrative expenses
- $134,216
- Total expenses
- $7,881,974
- Net increase / (decrease)
- $12,798,214
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $70,254 | not reported in the loaded dataset |
| Hauser | INVESTMENT ADVISOR | $40,000 | not reported in the loaded dataset |
| Clark, Schaefer, Hackett & Co. | ACCOUNTANT | $13,300 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,662 | not reported in the loaded dataset |