Plan5500

Paula Teacher & Associates Employee Stock Ownership Plan — Form 5500 plan (Paula Teacher & Associates, Inc.)

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, Paula Teacher & Associates Employee Stock Ownership Plan is a benefit plan reported by Paula Teacher & Associates, Inc. under EIN 25-1662907 and plan number 002. The latest loaded filing year is 2023. The filing reports 105 participants and $1,203,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Paula Teacher & Associates, Inc.
EIN
25-1662907
Plan number
002
Plan type
2
Location
Verona, PA
Latest filing year
2023
Participants
105
End-of-year plan assets
$1,203,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023105H, C20241014110922NAL0026004529001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,203,876
Total liabilities (EOY)
$3,618
Net assets (EOY)
$1,200,258
Net assets (BOY)
$758,833

Income & contributions

Employer contributions
$368,300
Total contributions
$368,300
Total income / additions
$456,647

Expenses & distributions

Benefits paid
$7,840
Administrative expenses
$7,382
Total expenses
$15,222
Net increase / (decrease)
$441,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Financial AdvsADVISORY FEE$7,379not reported in the loaded dataset2023

Related Form 5500 pages