2023 Form 5500 filing — Learning Care Group Retirement Savings 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 20240926143723NAL0000922209001) for Learning Care Group Retirement Savings Plan, reported by La Petite Academy, Inc. under EIN 43-1243221 and plan number 003. It reports 23,128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926143723NAL0000922209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- La Petite Academy, Inc.
- EIN
- 43-1243221
- Plan number
- 003
- Location
- Carol Stream, MI
- Participants
- 23,128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $88,715,659
- Total liabilities (EOY)
- $401,322
- Net assets (EOY)
- $88,314,337
- Employer contributions
- $2,194,661
- Participant contributions
- $8,516,657
- Total income / additions
- $24,915,342
- Benefits paid
- $9,405,490
- Administrative expenses
- $340,581
- Total expenses
- $9,747,671
- Net increase / (decrease)
- $15,167,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $250,981 | $0 |
| Plante Moran | ACCOUNTANT | $59,600 | not reported in the loaded dataset |
| Bks Retirement Services | INVESTMENT MANAGEMENT | $30,000 | not reported in the loaded dataset |