Plan5500

Dreambox Learning 401(K) Plan — Form 5500 plan (Dreambox Learning, 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, Dreambox Learning 401(K) Plan is a benefit plan reported by Dreambox Learning, Inc. under EIN 27-2358787 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $23,959,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dreambox Learning, Inc.
EIN
27-2358787
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
545
End-of-year plan assets
$23,959,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023545H, C20250115183540NAL0022137025001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,959,622
Total liabilities (EOY)
$0
Net assets (EOY)
$23,959,622
Net assets (BOY)
$21,380,070

Income & contributions

Employer contributions
$1,427
Participant contributions
$3,087,941
Total contributions
$3,094,067
Total income / additions
$7,058,310

Expenses & distributions

Benefits paid
$4,389,114
Administrative expenses
$89,644
Total expenses
$4,478,758
Net increase / (decrease)
$2,579,552

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$45,636$02023
ScsADVISOR$44,008not reported in the loaded dataset2023

Related Form 5500 pages