Benchmark Education Company Profit Sharing 401(K) Plan — Form 5500 plan (Benchmark Education Company LLC)
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, Benchmark Education Company Profit Sharing 401(K) Plan is a benefit plan reported by Benchmark Education Company LLC under EIN 13-3996703 and plan number 001. The latest loaded filing year is 2023. The filing reports 581 participants and $33,226,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Benchmark Education Company LLC
- EIN
- 13-3996703
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $33,226,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20241011185746NAL0011292755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,226,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,226,391
- Net assets (BOY)
- $25,721,341
Income & contributions
- Employer contributions
- $819,782
- Participant contributions
- $3,599,186
- Total contributions
- $4,656,445
- Total income / additions
- $9,660,999
Expenses & distributions
- Benefits paid
- $2,059,715
- Administrative expenses
- $93,684
- Total expenses
- $2,155,949
- Net increase / (decrease)
- $7,505,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $49,324 | not reported in the loaded dataset | 2023 |
| Wbg Advisors | ADVISOR | $26,000 | not reported in the loaded dataset | 2023 |
| Wilkin & Guttenplan, P.C. | ACCOUNTANT/AUDITOR | $17,750 | not reported in the loaded dataset | 2023 |