Plan5500

Elb 401(K) Plan — Form 5500 plan (Plato Elearning 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, Elb 401(K) Plan is a benefit plan reported by Plato Elearning LLC under EIN 85-0594039 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $4,402,072 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Plato Elearning LLC
EIN
85-0594039
Plan number
001
Plan type
2
Location
American Fork, UT
Latest filing year
2023
Participants
168
End-of-year plan assets
$4,402,072

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023168H, C20260202194507NAL0001791457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,402,072
Total liabilities (EOY)
$0
Net assets (EOY)
$4,402,072
Net assets (BOY)
$3,036,315

Income & contributions

Employer contributions
$296,845
Participant contributions
$703,113
Total contributions
$1,040,994
Total income / additions
$1,631,188

Expenses & distributions

Benefits paid
$239,835
Administrative expenses
$24,488
Total expenses
$265,431
Net increase / (decrease)
$1,365,757

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$14,496$02023
Rbc Capital Markets LLCINVESTMENT ADVISOR$9,026not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$884not reported in the loaded dataset2023
Leafhouse Financial Advisors, LLCOTHER$82not reported in the loaded dataset2023

Related Form 5500 pages