How many benefit plans does Excelligence Learning Corporation report on Form 5500?

Excelligence Learning Corporation (EIN 77-0559897) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Excelligence Learning Corporation?

The Employer Identification Number (EIN) reported for Excelligence Learning Corporation is 77-0559897.

What is the latest Form 5500 filing year for Excelligence Learning Corporation?

The latest loaded Form 5500 filing year for Excelligence Learning Corporation is 2023.

Excelligence Learning Corporation — 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, Excelligence Learning Corporation (EIN 77-0559897) is a plan sponsor located in Monterey, 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: 77-0559897
Location: Monterey, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $34,051,585
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $34,051,585

Contributions & income

Employer contributions: $1,411,007
Participant contributions: $2,775,101
Total income / additions: $10,384,326

Expenses & distributions

Benefits paid / distributions: $2,988,852
Total expenses: $3,083,822
Net increase / (decrease): $7,300,504

Coverage

Total reported participants: 1,754
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

Excelligence Learning Corporation plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Excelligence Learning Corporation 401(K) Plan	001	1,091	$34,051,585	2023
Excelligence Learning Corporation Health & Welfare Plan	501	663	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Excelligence Learning Corporation
Year	Plan	Participants	Schedules	Filing
2023	Excelligence Learning Corporation Health & Welfare Plan	663	—	20240604140551NAL0041659730001
2023	Excelligence Learning Corporation 401(K) Plan	1,091	H, C	20240927155110NAL0001405059001