2023 Form 5500 filing — Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda 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 20250414115352NAL0000733027001) for Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan, reported by Learn Charter School under EIN 36-4439074 and plan number 001. It reports 1,053 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.9MReported net assets$7,866,695
Participants1.1K1,053
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250414115352NAL0000733027001
Plan sponsor
Learn Charter School
EIN
36-4439074
Plan number
001
Location
Chicago, IL
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)$7.9M total assets
Net assets$7.9MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expenses$461.2K
Benefits paid / distributions$461.2K
Contributions
Employer$664K
Participant$337.7K
Full reported line items
Total assets (EOY)
$7,866,695
Net assets (EOY)
$7,866,695
Employer contributions
$664,047
Participant contributions
$337,666
Total income / additions
$1,831,635
Benefits paid
$461,212
Total expenses
$461,212
Net increase / (decrease)
$1,370,423

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250414115352NAL0000733027001 cover?
It is the 2023 Form 5500 filing for Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan, reported by Learn Charter School (EIN 36-4439074).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages