2023 Form 5500 filing — The Happy Learners Company Retirement 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 20240702101010NAL0004843025001) for The Happy Learners Company Retirement Plan, reported by The Happy Learners Company under EIN 81-1211284 and plan number 001. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$623KReported net assets$623,009
Participants28
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240702101010NAL0004843025001
Plan sponsor
The Happy Learners Company
EIN
81-1211284
Plan number
001
Location
Houston, TX
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$623K total assets
Net assets$623KLiabilities
Money in vs. money out
Total income / additions-$171K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$623,009
Net assets (EOY)
$623,009
Total income / additions
-$170,977
Total expenses
$0
Net increase / (decrease)
-$170,977

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702101010NAL0004843025001 cover?
It is the 2023 Form 5500 filing for The Happy Learners Company Retirement Plan, reported by The Happy Learners Company (EIN 81-1211284).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages