Excelligence Learning Corporation 401(K) Plan — Form 5500 plan (Excelligence Learning Corporation)
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, Excelligence Learning Corporation 401(K) Plan is a benefit plan reported by Excelligence Learning Corporation under EIN 77-0559897 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,091 participants and $34,051,585 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excelligence Learning Corporation
- EIN
- 77-0559897
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 1,091
- End-of-year plan assets
- $34,051,585
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,091 | H, C | 20240927155110NAL0001405059001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,051,585
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,051,585
- Net assets (BOY)
- $26,751,081
Income & contributions
- Employer contributions
- $1,411,007
- Participant contributions
- $2,775,101
- Total contributions
- $5,192,849
- Total income / additions
- $10,384,326
Expenses & distributions
- Benefits paid
- $2,988,852
- Administrative expenses
- $94,970
- Total expenses
- $3,083,822
- Net increase / (decrease)
- $7,300,504
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qualified Plan Advisors | INVESTMENT ADVISOR | $54,211 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $18,423 | $0 | 2023 |
| Qualified Plan Advisory LLC | ADVISOR | $14,361 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excelligence Learning Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Qualified Plan Advisors — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Qualified Plan Advisory LLC — Schedule C compensation