2023 Form 5500 filing — Learning Foundation Management, Inc. Profit Sharing 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 20241029114344NAL0006685024001) for Learning Foundation Management, Inc. Profit Sharing Plan, reported by Learning Foundation Management, Inc. under EIN 26-4420224 and plan number 001. It reports 17 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,135,790
Participants17
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241029114344NAL0006685024001
Plan sponsor
Learning Foundation Management, Inc.
EIN
26-4420224
Plan number
001
Location
Tampa, FL
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities
Money in vs. money out
Total income / additions$54.1K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$1,135,790
Net assets (EOY)
$1,135,790
Total income / additions
$54,085
Total expenses
$0
Net increase / (decrease)
$54,085

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241029114344NAL0006685024001 cover?
It is the 2023 Form 5500 filing for Learning Foundation Management, Inc. Profit Sharing Plan, reported by Learning Foundation Management, Inc. (EIN 26-4420224).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages