| Plan Name | PERSONALIZED LEARNING SOCA BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
|
| Company Name: | PERSONALIZED LEARNING |
| Employer identification number (EIN): | 841761995 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-09-01 | MATT APPENZELLER | 2024-03-29 | ||
| 501 | 2021-09-01 | MATT APPENZELLER | 2023-03-30 |
| Measure | Date | Value |
|---|---|---|
| 2025 : PERSONALIZED LEARNING SOCA BENEFIT PLAN 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-03-27 | 403 |
| Total liabilities as of the beginning of the plan year | 2025-03-27 | 202 |
| Total expenses incurred by plan in this plan year | 2025-03-27 | 9140 |
| Net assets as of the end of the plan year | 2025-03-27 | 582 |
| Total assets as of the beginning of the plan year | 2025-03-27 | 282 |
| Value of plan covered by a fidelity bond | 2025-03-27 | 1000000 |
| Participant contributions to plan in this plan year | 2025-03-27 | 4577 |
| Other expenses paid from plan in this plan year | 2025-03-27 | 0 |
| Other contributions to plan in this plan year | 2025-03-27 | 0 |
| Other income to plan in this plan year | 2025-03-27 | 84 |
| Plan net income in this plan year | 2025-03-27 | 99 |
| Net assets as of the end of the plan year | 2025-03-27 | 179 |
| Net assets as of the beginning of the plan year | 2025-03-27 | 80 |
| Employer contributions to plan in this plan year | 2025-03-27 | 4578 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-27 | 549 |