2023 Form 5500 filing — Age Of Learning 401(K)
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 20241007162929NAL0015509457001) for Age Of Learning 401(K), reported by Age Of Learning, Inc. under EIN 36-4605531 and plan number 001. It reports 849 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007162929NAL0015509457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Age Of Learning, Inc.
- EIN
- 36-4605531
- Plan number
- 001
- Location
- Glendale, CA
- Participants
- 849
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,136,990
- Net assets (EOY)
- $39,136,990
- Employer contributions
- $1,346,046
- Participant contributions
- $4,348,902
- Total income / additions
- $12,525,604
- Benefits paid
- $4,477,017
- Administrative expenses
- $79,158
- Total expenses
- $4,577,205
- Net increase / (decrease)
- $7,948,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $43,158 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISORY-PLAN | $24,000 | not reported in the loaded dataset |
| Pension Assurance Llp | AUDITOR | $12,000 | not reported in the loaded dataset |