2023 Form 5500 filing — Learn4life 403(B) 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 20241015042637NAL0046712016001) for Learn4life 403(B) Plan, reported by Desert Sands Public Charter, Inc. under EIN 48-1272886 and plan number 001. It reports 2,520 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015042637NAL0046712016001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Desert Sands Public Charter, Inc.
- EIN
- 48-1272886
- Plan number
- 001
- Location
- Lancaster, CA
- Participants
- 2,520
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,802,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,802,359
- Employer contributions
- $7,889,633
- Participant contributions
- $9,487,542
- Total income / additions
- $34,602,675
- Benefits paid
- $3,824,077
- Administrative expenses
- $933,924
- Total expenses
- $4,774,117
- Net increase / (decrease)
- $29,828,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Securities, LLC | BROKER/DEALER | $264,121 | not reported in the loaded dataset |
| Stephen B. Marvin Agency Inc. | SERVICE PROVIDER | $52,824 | not reported in the loaded dataset |
| Johanson And Yau Accountancy Cor | SERVICE PROVIDER | $24,750 | not reported in the loaded dataset |
| Pioneer Funds Distributions, Inc. | INVESTMENT PROVIDER | $0 | $0 |
| American Century Investments | INVESTMENT PROVIDER | $0 | $0 |
| Fidelity Management & Research | INVESTMENT PROVIDER | $0 | $0 |
| Pioneer Funds Distributors, Inc. | INVESTMENT PROVIDER | $0 | $0 |
| Franklin/Templeton | INVESTMENT PROVIDER | $0 | $0 |
| Aim/Investco | INVESTMENT PROVIDER | $0 | $0 |
| Calvert Group Ltd | INVESTMENT PROVIDER | $0 | $0 |
| The Dreyfus Corporation | INVESTMENT PROVIDER | $0 | $0 |
| Federated Investors | INVESTMENT PROVIDER | $0 | $0 |
| Jpmorgan Asset Management | INVESTMENT PROVIDER | $0 | $0 |
| Newberger/Berman | INVESTMENT PROVIDER | $0 | $0 |
| Ing Investment, LLC | INVESTMENT PROVIDER | $0 | $0 |