Plan5500

Education & Training Resources — 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 & Training Resources (EIN 61-1242482) is a plan sponsor located in Bowling Green, KY with 1 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
61-1242482
Location
Bowling Green, KY
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.5MSummed across loaded plans$9,526,011
Total reported assets$9.5M$9,526,011
Total reported participants2K2,046
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.5M total assets
Net assets$9.5MLiabilities$0
Contributions & income
Employer contributions$321.6K
Participant contributions$1.6M
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 & Training Resources, LLC 401k Plan
Participants per plan1,023Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Education & Training Resources, LLC 401k Plan$9.5M
    Plan #001 · 1,394 participants · 2023
  2. 2
    Education And Training Reources, LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 652 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Education & Training Resources
YearPlanParticipantsSchedulesFiling
2023Education And Training Reources, LLC Welfare Benefit Plan652—20240709092115NAL0015180257001
2023Education & Training Resources, LLC 401k Plan1,394H, C20241007064032NAL0014849553001

Related Form 5500 pages