Plain-English plan 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, 403(B) Thrift Plan For Employees Of Summit Early Learning, Inc. is a benefit plan reported by Summit Early Learning, Inc. under EIN 23-1706558 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $4,785,216 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,785,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,785,216
- Net assets (BOY)
- $4,312,513
Income & contributions
- Employer contributions
- $113,303
- Participant contributions
- $167,516
- Total contributions
- $344,896
- Total income / additions
- $901,622
Expenses & distributions
- Benefits paid
- $427,114
- Administrative expenses
- $1,805
- Total expenses
- $428,919
- Net increase / (decrease)
- $472,703