Education Advanced, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Education Advanced, Inc. (EIN 45-4536173) is a plan sponsor located in Tyler, TX with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-4536173
Location
Tyler, TX
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Education Advanced, Inc.

  • 3 loaded plans hold $4.4M in reported assets.
  • The largest, Education Advanced 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 259 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.4MSummed across loaded plans$4,416,209
Total reported assets$4.4M$4,416,209
Total reported participants259
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.4M total assets
Net assets$4.4MLiabilities$0
Contributions & income
Employer contributions$447.6K
Participant contributions$688.5K
Total income / additions$2M
Expenses & distributions
Benefits paid / distributions$762.4K
Total expenses$780.1K
Net increase / (decrease)$1.2M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Education Advanced 401(K) Plan
Participants per plan86Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 168 participants · 2023
  2. 2
    Plan #505 · 76 participants · 2023
  3. 3
    Education Advanced Inc Employee Group Health Plannot reported in the loaded dataset
    Plan #501 · 15 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Education Advanced, Inc.. Open one for its full reported snapshot.

  1. 2023
    Education Advanced Inc Employee Group Health Plan15 participants · 2No schedules
    View filing →
  2. 2023
    Education Advanced 401(K) Plan168 participants · 2Sch H
    View filing →
  3. 2023
    Education Advanced, Inc. Health And Welfare Plan76 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Education Advanced, Inc. report on Form 5500?
Education Advanced, Inc. (EIN 45-4536173) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Education Advanced, Inc.?
The Employer Identification Number (EIN) reported for Education Advanced, Inc. is 45-4536173.
What is the latest Form 5500 filing year for Education Advanced, Inc.?
The latest loaded Form 5500 filing year for Education Advanced, Inc. is 2023.

Related Form 5500 pages