Lindamood-Bell Learning Processes — 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, Lindamood-Bell Learning Processes (EIN 77-0140920) is a plan sponsor located in San Luis Obispo, CA with 2 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
77-0140920
Location
San Luis Obispo, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$14,997,777
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$14,997,777

Contributions & income

Employer contributions
$100,937
Participant contributions
$1,245,979
Total income / additions
$3,513,098

Expenses & distributions

Benefits paid / distributions
$1,132,798
Total expenses
$1,180,102
Net increase / (decrease)
$2,332,996

Coverage

Total reported participants
1,452
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Lindamood-Bell Learning Processes plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan001872$14,997,7772023
Lindamood Bell Learning Processes Health & Wellness Plan501580not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Lindamood-Bell Learning Processes
YearPlanParticipantsSchedulesFiling
2023Lindamood Bell Learning Processes Health & Wellness Plan58020240729153502NAL0011193267001
2023Lindamood-Bell Learning Processes 401(K) Profit Sharing Plan872H, C20240927090207NAL0002006833001

Related Form 5500 pages