Plan5500

Learning Point Associates Defined Contribution Retirement Plan — Form 5500 plan (Amer. Inst. For Research In The Behavioral Sciences)

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, Learning Point Associates Defined Contribution Retirement Plan is a benefit plan reported by Amer. Inst. For Research In The Behavioral Sciences under EIN 25-0965219 and plan number 003. The latest loaded filing year is 2023. The filing reports 251 participants and $14,239,929 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.2MPlan net assets, end of year$14,239,929
Participants251Covered participants reported
Assets / participant$56.7KComputed: assets ÷ participants$56,733 (computed)
Provider compensationNone reported
Plan sponsor
Amer. Inst. For Research In The Behavioral Sciences
EIN
25-0965219
Plan number
003
Plan type
2
Location
Arlington, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    251 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities—
Money in vs. money out
Total income / additions$1.9M
Total expenses$930.4K
Benefits paid / distributions$930.4K
Full reported line items

Net assets

Total assets (EOY)
$14,239,929
Net assets (EOY)
$14,239,929
Net assets (BOY)
$13,277,360

Income & contributions

Total contributions
$17,135
Total income / additions
$1,892,944

Expenses & distributions

Benefits paid
$930,375
Total expenses
$930,375
Net increase / (decrease)
$962,569
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Learning Point Associates Defined Contribution Retirement Plan?
Learning Point Associates Defined Contribution Retirement Plan is reported as sponsored by Amer. Inst. For Research In The Behavioral Sciences (EIN 25-0965219, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Learning Point Associates Defined Contribution Retirement Plan?
The latest Form 5500 filing year loaded for Learning Point Associates Defined Contribution Retirement Plan is 2023.
How many participants does Learning Point Associates Defined Contribution Retirement Plan report?
Learning Point Associates Defined Contribution Retirement Plan reports 251 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Learning Point Associates Defined Contribution Retirement Plan?
Learning Point Associates Defined Contribution Retirement Plan reports $14,239,929 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages