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, Bartlett Learning Center, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Bartlett Learning Center, Inc. under EIN 36-2778655 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $3,858,660 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,858,660
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,858,660
- Net assets (BOY)
- $3,382,237
Income & contributions
- Employer contributions
- $108,212
- Participant contributions
- $77,519
- Total contributions
- $185,731
- Total income / additions
- $735,513
Expenses & distributions
- Benefits paid
- $258,044
- Administrative expenses
- $1,046
- Total expenses
- $259,090
- Net increase / (decrease)
- $476,423