2023 Form 5500 filing — Reading For Education, LLC 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 20241010101102NAL0011363267001) for Reading For Education, LLC 401(K) Plan, reported by Reading For Education, LLC under EIN 43-1984431 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101102NAL0011363267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reading For Education, LLC
- EIN
- 43-1984431
- Plan number
- 001
- Location
- Murfreesboro, TN
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,209,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,209,526
- Employer contributions
- $303,345
- Participant contributions
- $367,413
- Total income / additions
- $1,879,990
- Benefits paid
- $622,136
- Administrative expenses
- $2,168
- Total expenses
- $624,304
- Net increase / (decrease)
- $1,255,686
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,167 | $0 |
| Principal Securities Inc | OTHER SERVICES | $0 | $334 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |