The Early Learning Coalition 401(K) Psp — Form 5500 plan (Early Learning Coalition Of Pinellas County)

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, The Early Learning Coalition 401(K) Psp is a benefit plan reported by Early Learning Coalition Of Pinellas County under EIN 59-3726679 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $4,290,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Early Learning Coalition Of Pinellas County
EIN
59-3726679
Plan number
001
Plan type
2
Location
Clearwater, FL
Latest filing year
2023
Participants
136
End-of-year plan assets
$4,290,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20241007083405NAL0015825057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,290,622
Total liabilities (EOY)
$0
Net assets (EOY)
$4,290,622
Net assets (BOY)
$3,361,192

Income & contributions

Employer contributions
$433,649
Participant contributions
$236,894
Total contributions
$670,543
Total income / additions
$1,177,903

Expenses & distributions

Benefits paid
$240,579
Administrative expenses
$7,894
Total expenses
$248,473
Net increase / (decrease)
$929,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PaiTPA$10,379$02023
Cetera Financial Specialists LLCINVESTMENT ADVISOR$0$5,8932023
Ascensus LLCNONE$4,118$02023
Pai TrustNONE$1,824not reported in the loaded dataset2023

Related Form 5500 pages