Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan — Form 5500 plan (Lindamood-Bell Learning Processes)
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, Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan is a benefit plan reported by Lindamood-Bell Learning Processes under EIN 77-0140920 and plan number 001. The latest loaded filing year is 2023. The filing reports 872 participants and $14,997,777 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lindamood-Bell Learning Processes
- EIN
- 77-0140920
- Plan number
- 001
- Plan type
- 2
- Location
- San Luis Obispo, CA
- Latest filing year
- 2023
- Participants
- 872
- End-of-year plan assets
- $14,997,777
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 872 | H, C | 20240927090207NAL0002006833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,997,777
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,997,777
- Net assets (BOY)
- $12,664,781
Income & contributions
- Employer contributions
- $100,937
- Participant contributions
- $1,245,979
- Total contributions
- $1,347,530
- Total income / additions
- $3,513,098
Expenses & distributions
- Benefits paid
- $1,132,798
- Administrative expenses
- $43,655
- Total expenses
- $1,180,102
- Net increase / (decrease)
- $2,332,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $37,095 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $6,561 | $0 | 2023 |