2023 Form 5500 filing — Kelc 401(K) 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 20241111181356NAL0032679954001) for Kelc 401(K) Savings Plan, reported by Kaplan Early Learning Company under EIN 56-0935286 and plan number 002. It reports 1,847 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241111181356NAL0032679954001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kaplan Early Learning Company
- EIN
- 56-0935286
- Plan number
- 002
- Location
- Lewisville, NC
- Participants
- 1,847
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,808,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,808,628
- Employer contributions
- $954,317
- Participant contributions
- $2,196,051
- Total income / additions
- $6,697,533
- Benefits paid
- $4,991,462
- Administrative expenses
- $128,157
- Total expenses
- $5,125,710
- Net increase / (decrease)
- $1,571,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,052 | $0 |
| Oppenheimer & Co Inc | INVESTMENT ADVISOR | $32,623 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,482 | not reported in the loaded dataset |