2023 Form 5500 filing — Learning Technologies Group, Inc. Enhanced Match 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628052918NAL0000202817001) for Learning Technologies Group, Inc. Enhanced Match 401(K) Plan, reported by Learning Technologies Group, Inc. under EIN 56-2165109 and plan number 002. It reports 119 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.2MReported net assets$9,209,698
Participants119
Provider compensation$9252 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240628052918NAL0000202817001
Plan sponsor
Learning Technologies Group, Inc.
EIN
56-2165109
Plan number
002
Location
Raleigh, NC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$899.8K
Benefits paid / distributions$893.2K
Contributions
Employer$309.5K
Participant$615.9K
Full reported line items
Total assets (EOY)
$9,209,698
Total liabilities (EOY)
$0
Net assets (EOY)
$9,209,698
Employer contributions
$309,544
Participant contributions
$615,934
Total income / additions
$2,604,345
Benefits paid
$893,215
Administrative expenses
$925
Total expenses
$899,820
Net increase / (decrease)
$1,704,525
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $925 · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628052918NAL0000202817001 cover?
It is the 2023 Form 5500 filing for Learning Technologies Group, Inc. Enhanced Match 401(K) Plan, reported by Learning Technologies Group, Inc. (EIN 56-2165109).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages