Project Lead The Way 403b Plan — Form 5500 plan (Project Lead The Way 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, Project Lead The Way 403b Plan is a benefit plan reported by Project Lead The Way Inc. under EIN 36-4802935 and plan number 001. The latest loaded filing year is 2023. The filing reports 369 participants and $35,114,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Project Lead The Way Inc.
- EIN
- 36-4802935
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 369
- End-of-year plan assets
- $35,114,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 369 | H, C | 20241010112830NAL0033919168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,114,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,114,168
- Net assets (BOY)
- $27,739,489
Income & contributions
- Employer contributions
- $2,211,960
- Participant contributions
- $1,717,778
- Total contributions
- $4,373,391
- Total income / additions
- $9,692,994
Expenses & distributions
- Benefits paid
- $2,317,667
- Administrative expenses
- $648
- Total expenses
- $2,318,315
- Net increase / (decrease)
- $7,374,679
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $3,518 | $42,203 | 2023 |
| Procourse Fiduciary Advisors | NONE | $0 | $28,000 | 2023 |