2023 Form 5500 filing — Project Lead The Way 403b 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 20241010112830NAL0033919168001) for Project Lead The Way 403b Plan, reported by Project Lead The Way Inc. under EIN 36-4802935 and plan number 001. It reports 369 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)$35.1MReported net assets$35,114,168
Participants369
Provider compensation$73.7K2 Schedule C row(s)$73,721
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010112830NAL0033919168001
- Plan sponsor
- Project Lead The Way Inc.
- EIN
- 36-4802935
- Plan number
- 001
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
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)$35.1M total assets
Net assets$35.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,114,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,114,168
- Employer contributions
- $2,211,960
- Participant contributions
- $1,717,778
- Total income / additions
- $9,692,994
- Benefits paid
- $2,317,667
- Administrative expenses
- $648
- Total expenses
- $2,318,315
- Net increase / (decrease)
- $7,374,679
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $3,518 | $42,203 |
| Procourse Fiduciary Advisors | NONE | $0 | $28,000 |