LEARNING TREE AND EDUCATIONAL
Plan context: LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST
EIN 13-3313723 • Bronx, NY • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$90,651
2025 Contributions
$11,435
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $90,651 | $11,435 | $953iApproximate average salary by contribution assumption: employee only about $23,823 at 4% or $15,882 at 6%; with 50% employer match about $15,882 at 4% or $10,588 at 6%; with 100% employer match about $11,911 at 4% or $7,941 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 12 | $90,651 | $11,435 | $953iApproximate average salary by contribution assumption: employee only about $23,823 at 4% or $15,882 at 6%; with 50% employer match about $15,882 at 4% or $10,588 at 6%; with 100% employer match about $11,911 at 4% or $7,941 at 6%. |
| 2024 | 1 | 14 | $74,254 | $14,352 | $1,025iApproximate average salary by contribution assumption: employee only about $25,629 at 4% or $17,086 at 6%; with 50% employer match about $17,086 at 4% or $11,390 at 6%; with 100% employer match about $12,814 at 4% or $8,543 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 14 | $74,254 | $14,352 | $1,025iApproximate average salary by contribution assumption: employee only about $25,629 at 4% or $17,086 at 6%; with 50% employer match about $17,086 at 4% or $11,390 at 6%; with 100% employer match about $12,814 at 4% or $8,543 at 6%. |
| 2023 | 1 | 15 | $67,829 | $12,759 | $851iApproximate average salary by contribution assumption: employee only about $21,265 at 4% or $14,177 at 6%; with 50% employer match about $14,177 at 4% or $9,451 at 6%; with 100% employer match about $10,633 at 4% or $7,088 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 15 | $67,829 | $12,759 | $851iApproximate average salary by contribution assumption: employee only about $21,265 at 4% or $14,177 at 6%; with 50% employer match about $14,177 at 4% or $9,451 at 6%; with 100% employer match about $10,633 at 4% or $7,088 at 6%. |
| 2022 | 1 | 29 | $69,517 | $41,128 | $1,418iApproximate average salary by contribution assumption: employee only about $35,455 at 4% or $23,637 at 6%; with 50% employer match about $23,637 at 4% or $15,758 at 6%; with 100% employer match about $17,728 at 4% or $11,818 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 29 | $69,517 | $41,128 | $1,418iApproximate average salary by contribution assumption: employee only about $35,455 at 4% or $23,637 at 6%; with 50% employer match about $23,637 at 4% or $15,758 at 6%; with 100% employer match about $17,728 at 4% or $11,818 at 6%. |
| 2021 | 1 | 31 | $55,334 | $43,661 | $1,408iApproximate average salary by contribution assumption: employee only about $35,210 at 4% or $23,474 at 6%; with 50% employer match about $23,474 at 4% or $15,649 at 6%; with 100% employer match about $17,605 at 4% or $11,737 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 31 | $55,334 | $43,661 | $1,408iApproximate average salary by contribution assumption: employee only about $35,210 at 4% or $23,474 at 6%; with 50% employer match about $23,474 at 4% or $15,649 at 6%; with 100% employer match about $17,605 at 4% or $11,737 at 6%. |
| 2020 | 1 | 31 | $9,822 | $9,680 | $312iApproximate average salary by contribution assumption: employee only about $7,806 at 4% or $5,204 at 6%; with 50% employer match about $5,204 at 4% or $3,470 at 6%; with 100% employer match about $3,903 at 4% or $2,602 at 6%. |
| LEARNING TREE AND EDUCATIONAL 401(K) PROFIT SHARING PLAN & TRUST | - | 31 | $9,822 | $9,680 | $312iApproximate average salary by contribution assumption: employee only about $7,806 at 4% or $5,204 at 6%; with 50% employer match about $5,204 at 4% or $3,470 at 6%; with 100% employer match about $3,903 at 4% or $2,602 at 6%. |