2023 Form 5500 filing — The Early Learning Coalition 401(K) Psp
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 20241007083405NAL0015825057001) for The Early Learning Coalition 401(K) Psp, reported by Early Learning Coalition Of Pinellas County under EIN 59-3726679 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007083405NAL0015825057001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Early Learning Coalition Of Pinellas County
- EIN
- 59-3726679
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,290,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,290,622
- Employer contributions
- $433,649
- Participant contributions
- $236,894
- Total income / additions
- $1,177,903
- Benefits paid
- $240,579
- Administrative expenses
- $7,894
- Total expenses
- $248,473
- Net increase / (decrease)
- $929,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pai | TPA | $10,379 | $0 |
| Cetera Financial Specialists LLC | INVESTMENT ADVISOR | $0 | $5,893 |
| Ascensus LLC | NONE | $4,118 | $0 |
| Pai Trust | NONE | $1,824 | not reported in the loaded dataset |