2023 Form 5500 filing — Positive Education Program Retirement Savings 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 20251029102537NAL0000439635001) for Positive Education Program Retirement Savings Plan, reported by Positive Education Program under EIN 34-1127919 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251029102537NAL0000439635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Positive Education Program
- EIN
- 34-1127919
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,523,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,523,960
- Employer contributions
- $318,801
- Participant contributions
- $272,456
- Total income / additions
- $1,928,607
- Benefits paid
- $775,132
- Administrative expenses
- $36,975
- Total expenses
- $812,107
- Net increase / (decrease)
- $1,116,500
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN/RECORDKEEPER | $22,929 | $2,340 |
| Mgo Securities Corp | INVESTMENT ADVISOR | $0 | $13,965 |
| Mgo One Seven LLC | THIRD PARTY ADMINISTRATO | $6,197 | $592 |