2023 Form 5500 filing — Education Analytics 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 20241205124053NAL0005029953001) for Education Analytics 401(K) Plan, reported by Education Analytics under EIN 46-1580391 and plan number 001. It reports 130 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)$12.3MReported net assets$12,305,750
Participants130
Provider compensation$53.5K2 Schedule C row(s)$53,529
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241205124053NAL0005029953001
Plan sponsor
Education Analytics
EIN
46-1580391
Plan number
001
Location
Madison, WI
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)$12.3M total assets
Net assets$12.3MLiabilities$0
Money in vs. money out
Total income / additions$4.7M
Total expenses$411.5K
Benefits paid / distributions$321.2K
Contributions
Employer$1.6M
Participant$704.5K
Full reported line items
Total assets (EOY)
$12,305,750
Total liabilities (EOY)
$0
Net assets (EOY)
$12,305,750
Employer contributions
$1,613,211
Participant contributions
$704,474
Total income / additions
$4,712,693
Benefits paid
$321,232
Administrative expenses
$86,874
Total expenses
$411,505
Net increase / (decrease)
$4,301,188
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $33.3K · Indirect $0
  2. 2
    Adp, Inc.$20.2K
    RECORD KEEPER · Direct $20.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241205124053NAL0005029953001 cover?
It is the 2023 Form 5500 filing for Education Analytics 401(K) Plan, reported by Education Analytics (EIN 46-1580391).
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