2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Summit Early Learning, Inc.
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 20250121132253NAL0005298544001) for 403(B) Thrift Plan For Employees Of Summit Early Learning, Inc., reported by Summit Early Learning, Inc. under EIN 23-1706558 and plan number 001. It reports 353 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250121132253NAL0005298544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Early Learning, Inc.
- EIN
- 23-1706558
- Plan number
- 001
- Location
- Mifflinburg, PA
- Participants
- 353
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,785,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,785,216
- Employer contributions
- $113,303
- Participant contributions
- $167,516
- Total income / additions
- $901,622
- Benefits paid
- $427,114
- Administrative expenses
- $1,805
- Total expenses
- $428,919
- Net increase / (decrease)
- $472,703
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $1,731 | $0 |