Education & Training Resources, LLC 401k Plan — Form 5500 plan (Education & Training Resources)
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, Education & Training Resources, LLC 401k Plan is a benefit plan reported by Education & Training Resources under EIN 61-1242482 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,394 participants and $9,526,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Education & Training Resources
- EIN
- 61-1242482
- Plan number
- 001
- Plan type
- 2
- Location
- Bowling Green, KY
- Latest filing year
- 2023
- Participants
- 1,394
- End-of-year plan assets
- $9,526,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,394 | H, C | 20241007064032NAL0014849553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,526,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,526,011
- Net assets (BOY)
- $7,532,353
Income & contributions
- Employer contributions
- $321,617
- Participant contributions
- $1,630,639
- Total contributions
- $2,034,306
- Total income / additions
- $3,094,478
Expenses & distributions
- Benefits paid
- $1,034,973
- Administrative expenses
- $65,805
- Total expenses
- $1,100,820
- Net increase / (decrease)
- $1,993,658
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $0 | $87,431 | 2023 |
| Adp, Inc. | RECORD KEEPER | $56,305 | $0 | 2023 |
| Lattimore, Black, Morgan & Crain, P | ACCOUNTANT | $9,500 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Education & Training Resources
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Bowling Green, KY
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Lattimore, Black, Morgan & Crain, P — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation