Plan5500

Age Of Learning 401(K) — Form 5500 plan (Age Of 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, Age Of Learning 401(K) is a benefit plan reported by Age Of Learning, Inc. under EIN 36-4605531 and plan number 001. The latest loaded filing year is 2023. The filing reports 849 participants and $39,136,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Age Of Learning, Inc.
EIN
36-4605531
Plan number
001
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
849
End-of-year plan assets
$39,136,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023849H, C20241007162929NAL0015509457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,136,990
Net assets (EOY)
$39,136,990
Net assets (BOY)
$31,188,591

Income & contributions

Employer contributions
$1,346,046
Participant contributions
$4,348,902
Total contributions
$6,754,226
Total income / additions
$12,525,604

Expenses & distributions

Benefits paid
$4,477,017
Administrative expenses
$79,158
Total expenses
$4,577,205
Net increase / (decrease)
$7,948,399

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$43,158$02023
Sageview Advisory Group, LLCINVESTMENT ADVISORY-PLAN$24,000not reported in the loaded dataset2023
Pension Assurance LlpAUDITOR$12,000not reported in the loaded dataset2023

Related Form 5500 pages