2023 Form 5500 filing — Learneo, Inc. 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 20241007163732NAL0031459298001) for Learneo, Inc. 401(K) Plan, reported by Learneo, Inc. under EIN 20-8176241 and plan number 001. It reports 422 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)$37MReported net assets$37,032,577
Participants422
Provider compensation$35.4K2 Schedule C row(s)$35,378
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007163732NAL0031459298001
Plan sponsor
Learneo, Inc.
EIN
20-8176241
Plan number
001
Location
Redwood City, CA
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)$37M total assets
Net assets$37MLiabilities$0
Money in vs. money out
Total income / additions$13.3M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$2M
Participant$4.8M
Full reported line items
Total assets (EOY)
$37,032,577
Total liabilities (EOY)
$0
Net assets (EOY)
$37,032,577
Employer contributions
$2,024,334
Participant contributions
$4,765,570
Total income / additions
$13,280,301
Benefits paid
$1,679,992
Administrative expenses
$35,378
Total expenses
$1,716,474
Net increase / (decrease)
$11,563,827
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $19K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $16.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007163732NAL0031459298001 cover?
It is the 2023 Form 5500 filing for Learneo, Inc. 401(K) Plan, reported by Learneo, Inc. (EIN 20-8176241).
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