Reading For Education, LLC 401(K) Plan — Form 5500 plan (Reading For Education, LLC)
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, Reading For Education, LLC 401(K) Plan is a benefit plan reported by Reading For Education, LLC under EIN 43-1984431 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $10,209,526 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reading For Education, LLC
- EIN
- 43-1984431
- Plan number
- 001
- Plan type
- 2
- Location
- Murfreesboro, TN
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $10,209,526
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241010101102NAL0011363267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,209,526
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,209,526
- Net assets (BOY)
- $8,953,840
Income & contributions
- Employer contributions
- $303,345
- Participant contributions
- $367,413
- Total contributions
- $670,758
- Total income / additions
- $1,879,990
Expenses & distributions
- Benefits paid
- $622,136
- Administrative expenses
- $2,168
- Total expenses
- $624,304
- Net increase / (decrease)
- $1,255,686
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,167 | $0 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $334 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reading For Education, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Murfreesboro, TN
- Principal Life Insurance Company — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation