2023 Form 5500 filing — Learning Ally 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 20250319155128NAL0007746112001) for Learning Ally 401(K) Plan, reported by Learning Ally, Inc. under EIN 13-1659345 and plan number 003. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250319155128NAL0007746112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Learning Ally, Inc.
- EIN
- 13-1659345
- Plan number
- 003
- Location
- Princeton, NJ
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,775,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,775,953
- Employer contributions
- $189,535
- Participant contributions
- $1,098,595
- Total income / additions
- $3,160,129
- Benefits paid
- $3,034,687
- Administrative expenses
- $58,515
- Total expenses
- $3,093,202
- Net increase / (decrease)
- $66,927
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $32,580 | $0 |
| Equity Services Inc | INVESTMENT/FINANCIAL ADVI | $25,933 | $0 |