2023 Form 5500 filing — Encyclopaedia Britannica 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 20251124101100NAL0003534610001) for Encyclopaedia Britannica Savings Plan, reported by Encyclopaedia Britannica, Inc. under EIN 36-2063569 and plan number 002. It reports 401 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)$53.2MReported net assets$53,220,380
Participants401
Provider compensation$9.9K2 Schedule C row(s)$9,936
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251124101100NAL0003534610001
Plan sponsor
Encyclopaedia Britannica, Inc.
EIN
36-2063569
Plan number
002
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)$53.2M total assets
Net assets$53.2MLiabilities$0
Money in vs. money out
Total income / additions$10.5M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$412.3K
Participant$2M
Full reported line items
Total assets (EOY)
$53,220,380
Total liabilities (EOY)
$0
Net assets (EOY)
$53,220,380
Employer contributions
$412,313
Participant contributions
$2,025,701
Total income / additions
$10,468,569
Benefits paid
$1,952,070
Administrative expenses
$9,936
Total expenses
$1,965,690
Net increase / (decrease)
$8,502,879
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $8.3K
  2. 2
    RECORDKEEPER · Direct $1.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251124101100NAL0003534610001 cover?
It is the 2023 Form 5500 filing for Encyclopaedia Britannica Savings Plan, reported by Encyclopaedia Britannica, Inc. (EIN 36-2063569).
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