Teaching Strategies, LLC Profit Sharing Plan — Form 5500 plan (Teaching Strategies, 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, Teaching Strategies, LLC Profit Sharing Plan is a benefit plan reported by Teaching Strategies, LLC under EIN 52-1608039 and plan number 002. The latest loaded filing year is 2023. The filing reports 505 participants and $31,097,031 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Teaching Strategies, LLC
EIN
52-1608039
Plan number
002
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
505
End-of-year plan assets
$31,097,031

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023505H, C20240729142146NAL0041275074001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,097,031
Total liabilities (EOY)
$6,362
Net assets (EOY)
$31,090,669
Net assets (BOY)
$20,619,342

Income & contributions

Employer contributions
$1,199,011
Participant contributions
$3,738,295
Total contributions
$7,438,845
Total income / additions
$11,738,235

Expenses & distributions

Benefits paid
$1,227,240
Administrative expenses
$9,800
Total expenses
$1,266,908
Net increase / (decrease)
$10,471,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Benefit SolutionsTHIRD PARTY ADMIN$0$11,7352023

Related Form 5500 pages