Kelc 401(K) Savings Plan — Form 5500 plan (Kaplan Early Learning Company)
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, Kelc 401(K) Savings Plan is a benefit plan reported by Kaplan Early Learning Company under EIN 56-0935286 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,847 participants and $34,808,628 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaplan Early Learning Company
- EIN
- 56-0935286
- Plan number
- 002
- Plan type
- 3
- Location
- Lewisville, NC
- Latest filing year
- 2023
- Participants
- 1,847
- End-of-year plan assets
- $34,808,628
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,847 | H, C | 20241111181356NAL0032679954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,808,628
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,808,628
- Net assets (BOY)
- $33,236,805
Income & contributions
- Employer contributions
- $954,317
- Participant contributions
- $2,196,051
- Total contributions
- $3,415,780
- Total income / additions
- $6,697,533
Expenses & distributions
- Benefits paid
- $4,991,462
- Administrative expenses
- $128,157
- Total expenses
- $5,125,710
- Net increase / (decrease)
- $1,571,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $90,052 | $0 | 2023 |
| Oppenheimer & Co Inc | INVESTMENT ADVISOR | $32,623 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,482 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaplan Early Learning Company
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Lewisville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Oppenheimer & Co Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation