2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Summit Early Learning, Inc.
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 20250121132253NAL0005298544001) for 403(B) Thrift Plan For Employees Of Summit Early Learning, Inc., reported by Summit Early Learning, Inc. under EIN 23-1706558 and plan number 001. It reports 353 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)$4.8MReported net assets$4,785,216
Participants353
Provider compensation$1.7K1 Schedule C row(s)$1,731
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250121132253NAL0005298544001
- Plan sponsor
- Summit Early Learning, Inc.
- EIN
- 23-1706558
- Plan number
- 001
- Location
- Mifflinburg, PA
- 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)$4.8M total assets
Net assets$4.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,785,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,785,216
- Employer contributions
- $113,303
- Participant contributions
- $167,516
- Total income / additions
- $901,622
- Benefits paid
- $427,114
- Administrative expenses
- $1,805
- Total expenses
- $428,919
- Net increase / (decrease)
- $472,703
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $1,731 | $0 |