Plan5500

Learning Ally 401(K) Plan — Form 5500 plan (Learning Ally, Inc.)

Plain-English plan 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, Learning Ally 401(K) Plan is a benefit plan reported by Learning Ally, Inc. under EIN 13-1659345 and plan number 003. The latest loaded filing year is 2023. The filing reports 194 participants and $10,775,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Learning Ally, Inc.
EIN
13-1659345
Plan number
003
Plan type
2
Location
Princeton, NJ
Latest filing year
2023
Participants
194
End-of-year plan assets
$10,775,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20250319155128NAL0007746112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,775,953
Total liabilities (EOY)
$0
Net assets (EOY)
$10,775,953
Net assets (BOY)
$10,709,026

Income & contributions

Employer contributions
$189,535
Participant contributions
$1,098,595
Total contributions
$1,565,627
Total income / additions
$3,160,129

Expenses & distributions

Benefits paid
$3,034,687
Administrative expenses
$58,515
Total expenses
$3,093,202
Net increase / (decrease)
$66,927

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$32,580$02023
Equity Services IncINVESTMENT/FINANCIAL ADVI$25,933$02023

Related Form 5500 pages