Learn It Systems, LLC 401(K) Plan — Form 5500 plan (Learn It Systems, 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, Learn It Systems, LLC 401(K) Plan is a benefit plan reported by Learn It Systems, LLC under EIN 83-0474386 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,312 participants and $49,640,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Learn It Systems, LLC
- EIN
- 83-0474386
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 6,312
- End-of-year plan assets
- $49,640,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,312 | H, C | 20241014170946NAL0013670195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,640,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,640,181
- Net assets (BOY)
- $39,005,407
Income & contributions
- Employer contributions
- $23,833
- Participant contributions
- $6,295,364
- Total contributions
- $6,522,637
- Total income / additions
- $14,524,730
Expenses & distributions
- Benefits paid
- $3,684,400
- Administrative expenses
- $135,974
- Total expenses
- $3,889,956
- Net increase / (decrease)
- $10,634,774
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $60,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $44,974 | $0 | 2023 |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $31,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Learn It Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Ubs Financial Services Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation