Lionheart Early Learning, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lionheart Early Learning, INC.
  • Sponsor EIN: 474013823
  • Sponsor Address: 2717 NORTHGATE DRIVE, IOWA CITY, IA, 52245
  • Plan Type: 401(k)
  • Total Participants: 40
  • Total Assets: $624,436

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202340$624,436$10,561$11,682
202229$117,865$19,270$21,897
201729$39,689$6,059$7,494
201625$32,071$8,986$11,075

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