2023 Form 5500 filing — Project Lead The Way 403b 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 20241010112830NAL0033919168001) for Project Lead The Way 403b Plan, reported by Project Lead The Way Inc. under EIN 36-4802935 and plan number 001. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010112830NAL0033919168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Project Lead The Way Inc.
- EIN
- 36-4802935
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,114,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,114,168
- Employer contributions
- $2,211,960
- Participant contributions
- $1,717,778
- Total income / additions
- $9,692,994
- Benefits paid
- $2,317,667
- Administrative expenses
- $648
- Total expenses
- $2,318,315
- Net increase / (decrease)
- $7,374,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,518 | $42,203 |
| Procourse Fiduciary Advisors | NONE | $0 | $28,000 |