2023 Form 5500 filing — Study Group Usa Higher Education, LLC 401k 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 20241009055321NAL0017924081001) for Study Group Usa Higher Education, LLC 401k Plan, reported by Study Group Usa Higher Education, LLC under EIN 20-1814606 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$4MReported net assets$4,010,828
Participants113
Provider compensation$25.8K4 Schedule C row(s)$25,814
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009055321NAL0017924081001
- Plan sponsor
- Study Group Usa Higher Education, LLC
- EIN
- 20-1814606
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,010,828
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,010,828
- Employer contributions
- $54,813
- Participant contributions
- $244,282
- Total income / additions
- $959,736
- Benefits paid
- $410,321
- Administrative expenses
- $23,959
- Total expenses
- $434,280
- Net increase / (decrease)
- $525,456
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Ins | RECORDKEEPER | $11,741 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,429 | not reported in the loaded dataset |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $838 | $1,854 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,952 | not reported in the loaded dataset |