403(B) Thrift Plan Of Learning Grove, Inc. — Form 5500 plan (Learning Grove, 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, 403(B) Thrift Plan Of Learning Grove, Inc. is a benefit plan reported by Learning Grove, Inc. under EIN 31-0910787 and plan number 002. The latest loaded filing year is 2023. The filing reports 653 participants and $10,176,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Learning Grove, Inc.
EIN
31-0910787
Plan number
002
Plan type
2
Location
Covington, KY
Latest filing year
2023
Participants
653
End-of-year plan assets
$10,176,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023653H, C20241015140343NAL0014790435001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,176,941
Total liabilities (EOY)
$0
Net assets (EOY)
$10,176,941
Net assets (BOY)
$8,820,891

Income & contributions

Employer contributions
$218,765
Participant contributions
$423,989
Total contributions
$1,036,263
Total income / additions
$2,572,391

Expenses & distributions

Benefits paid
$1,214,292
Administrative expenses
$2,049
Total expenses
$1,216,341
Net increase / (decrease)
$1,356,050

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$1,672$02023

Related Form 5500 pages