401k Plan data: LEARNING LEADERS 401K PLAN plan

LEARNING LEADERS 401K PLAN 401k Plan overview

Plan Name	LEARNING LEADERS 401K PLAN
Plan identification number	001

LEARNING LEADERS 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEARNING LEADERS INC. has sponsored the creation of one or more 401k plans.

Company Name: LEARNING LEADERS INC.

Employer identification number (EIN): 132658549

NAIC Classification: 611000

Additional information about LEARNING LEADERS INC.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1970-06-02

Company Identification Number: 232455

Legal Registered Office Address: 352 PARK AVENUE SOUTH
13TH FLOOR
NEW YORK
United States of America (USA)
10010

More information about LEARNING LEADERS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEARNING LEADERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 ANDREW CHIPOK 2018-06-12
001 2016-01-01 ANDREW CHIPOK 2017-06-12
001 2015-01-01 ANDREW CHIPOK 2016-06-01
001 2014-01-01 ANDREW CHIPOK 2015-07-17 ANDREW CHIPOK 2015-07-17
001 2014-01-01 ANDREW CHIPOK 2015-07-17
001 2013-01-01 ANDREW CHIPOK 2014-12-08 ANDREW CHIPOK 2014-12-08
001 2012-01-01 ANDREW CHIPOK 2014-12-08 ANDREW CHIPOK 2014-12-08
001 2011-02-01 ANDREW CHIPOK 2012-07-19
001 2011-01-01 ANDREW CHIPOK
001 2010-01-01 ANDREW CHIPOK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	ANDREW CHIPOK	2018-06-12
001	2016-01-01	ANDREW CHIPOK	2017-06-12
001	2015-01-01	ANDREW CHIPOK	2016-06-01
001	2014-01-01	ANDREW CHIPOK	2015-07-17	ANDREW CHIPOK	2015-07-17
001	2014-01-01	ANDREW CHIPOK	2015-07-17
001	2013-01-01	ANDREW CHIPOK	2014-12-08	ANDREW CHIPOK	2014-12-08
001	2012-01-01	ANDREW CHIPOK	2014-12-08	ANDREW CHIPOK	2014-12-08
001	2011-02-01	ANDREW CHIPOK	2012-07-19
001	2011-01-01	ANDREW CHIPOK
001	2010-01-01	ANDREW CHIPOK

Plan Statistics for LEARNING LEADERS 401K PLAN

401k plan membership statisitcs for LEARNING LEADERS 401K PLAN

Measure Date Value
2011: LEARNING LEADERS 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 27
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 48
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LEARNING LEADERS 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 11
Total of all active and inactive participants 2010-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 63
Number of participants with account balances 2010-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2011: LEARNING LEADERS 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	27
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	48
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LEARNING LEADERS 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	11
Total of all active and inactive participants	2010-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	63
Number of participants with account balances	2010-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on LEARNING LEADERS 401K PLAN

Measure	Date	Value
2011 : LEARNING LEADERS 401K PLAN 2011 401k financial data
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$12,758
Total of all expenses incurred	2011-12-31	$412,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$412,593
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$5,994
Value of total assets at end of year	2011-12-31	$1,514,945
Value of total assets at beginning of year	2011-12-31	$1,914,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$22,171
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$5,994
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-399,835
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,514,945
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,914,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$787,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,121,874
Value of interest in pooled separate accounts at end of year	2011-12-31	$70,544
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$85,999
Interest on participant loans	2011-12-31	$0
Interest earned on other investments	2011-12-31	$22,171
Value of interest in master investment trust accounts at end of year	2011-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$0
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$656,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$706,906
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-24,183
Net investment gain/loss from pooled separate accounts	2011-12-31	$8,776
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$412,593
Contract administrator fees	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
2010 : LEARNING LEADERS 401K PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$309,517
Total of all expenses incurred	2010-12-31	$72,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$72,191
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$149,045
Value of total assets at end of year	2010-12-31	$1,914,781
Value of total assets at beginning of year	2010-12-31	$1,677,454
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$20,810
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$107,728
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$41,317
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$237,326
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,914,781
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,677,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,121,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$962,092
Value of interest in pooled separate accounts at end of year	2010-12-31	$85,999
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$72,920
Interest on participant loans	2010-12-31	$0
Interest earned on other investments	2010-12-31	$20,810
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$706,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$642,442
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$129,592
Net investment gain/loss from pooled separate accounts	2010-12-31	$10,070
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$72,191
Contract administrator fees	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No

Form 5500 Responses for LEARNING LEADERS 401K PLAN

2011: LEARNING LEADERS 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	DFE (Diect Filing Entity)
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: LEARNING LEADERS 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	DFE (Diect Filing Entity)
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386283

Policy instance

Insurance contract or identification number	386283
Number of Individuals Covered	62
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386284

Policy instance

Insurance contract or identification number	386284
Number of Individuals Covered	58
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	LEARNING LEADERS INC.
Employer identification number (EIN):	132658549
NAIC Classification:	611000

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1970-06-02
Company Identification Number:	232455
Legal Registered Office Address:	352 PARK AVENUE SOUTH 13TH FLOOR NEW YORK United States of America (USA) 10010