Civic Intelligence
Filing

Learning Technologies Ltd. Profit Sharing Plan and Trust

Learning Technologies, Ltd. • EIN 59-2621441 • Plan year 1999

Company ProfileSource Archive
Filing Insights

Participants

Down

15 → 12

-3 • -20.00%

Assets

Up

$1,232,645 → $1,579,997

$347,352 • 28.18%

Investment Management Fee

-

Admin expenses - • Total expenses $32,659

Filing Details

Context
Net investment result
$347,352

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200910$0$0-
Learning Technologies Ltd. Profit Sharing Plan and Trust-0---
200824$881,163$195,770$48,943iApproximate average salary by contribution assumption: employee only about $1,223,563 at 4% or $815,708 at 6%; with 50% employer match about $815,708 at 4% or $543,806 at 6%; with 100% employer match about $611,781 at 4% or $407,854 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-4$881,163$195,770$48,943iApproximate average salary by contribution assumption: employee only about $1,223,563 at 4% or $815,708 at 6%; with 50% employer match about $815,708 at 4% or $543,806 at 6%; with 100% employer match about $611,781 at 4% or $407,854 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-0---
2007210$0$0-
Learning Technologies Ltd. Profit Sharing Plan and Trust-10---
Learning Technologies Ltd. Target Benefit Plan and Trust-10---
2006211$3,406,544$193,284$17,571iApproximate average salary by contribution assumption: employee only about $439,282 at 4% or $292,855 at 6%; with 50% employer match about $292,855 at 4% or $195,236 at 6%; with 100% employer match about $219,641 at 4% or $146,427 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-11$2,094,266$101,668$9,243iApproximate average salary by contribution assumption: employee only about $231,064 at 4% or $154,042 at 6%; with 50% employer match about $154,042 at 4% or $102,695 at 6%; with 100% employer match about $115,532 at 4% or $77,021 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-11$1,312,278$91,616$8,329iApproximate average salary by contribution assumption: employee only about $208,218 at 4% or $138,812 at 6%; with 50% employer match about $138,812 at 4% or $92,541 at 6%; with 100% employer match about $104,109 at 4% or $69,406 at 6%.
2005213$2,915,017$183,613$14,124iApproximate average salary by contribution assumption: employee only about $353,102 at 4% or $235,401 at 6%; with 50% employer match about $235,401 at 4% or $156,934 at 6%; with 100% employer match about $176,551 at 4% or $117,701 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-13$1,796,877$111,080$8,545iApproximate average salary by contribution assumption: employee only about $213,615 at 4% or $142,410 at 6%; with 50% employer match about $142,410 at 4% or $94,940 at 6%; with 100% employer match about $106,808 at 4% or $71,205 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-13$1,118,140$72,533$5,579iApproximate average salary by contribution assumption: employee only about $139,487 at 4% or $92,991 at 6%; with 50% employer match about $92,991 at 4% or $61,994 at 6%; with 100% employer match about $69,743 at 4% or $46,496 at 6%.
2004212$2,568,284$178,064$14,839iApproximate average salary by contribution assumption: employee only about $370,967 at 4% or $247,311 at 6%; with 50% employer match about $247,311 at 4% or $164,874 at 6%; with 100% employer match about $185,483 at 4% or $123,656 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-12$1,589,013$107,932$8,994iApproximate average salary by contribution assumption: employee only about $224,858 at 4% or $149,906 at 6%; with 50% employer match about $149,906 at 4% or $99,937 at 6%; with 100% employer match about $112,429 at 4% or $74,953 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-12$979,271$70,132$5,844iApproximate average salary by contribution assumption: employee only about $146,108 at 4% or $97,406 at 6%; with 50% employer match about $97,406 at 4% or $64,937 at 6%; with 100% employer match about $73,054 at 4% or $48,703 at 6%.
2003213$2,160,908$169,903$13,069iApproximate average salary by contribution assumption: employee only about $326,737 at 4% or $217,824 at 6%; with 50% employer match about $217,824 at 4% or $145,216 at 6%; with 100% employer match about $163,368 at 4% or $108,912 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-13$1,334,508$109,102$8,392iApproximate average salary by contribution assumption: employee only about $209,812 at 4% or $139,874 at 6%; with 50% employer match about $139,874 at 4% or $93,250 at 6%; with 100% employer match about $104,906 at 4% or $69,937 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-13$826,400$60,801$4,677iApproximate average salary by contribution assumption: employee only about $116,925 at 4% or $77,950 at 6%; with 50% employer match about $77,950 at 4% or $51,967 at 6%; with 100% employer match about $58,463 at 4% or $38,975 at 6%.
2002214$1,841,344$187,959$13,426iApproximate average salary by contribution assumption: employee only about $335,641 at 4% or $223,761 at 6%; with 50% employer match about $223,761 at 4% or $149,174 at 6%; with 100% employer match about $167,821 at 4% or $111,880 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-14$1,099,774$117,879$8,420iApproximate average salary by contribution assumption: employee only about $210,498 at 4% or $140,332 at 6%; with 50% employer match about $140,332 at 4% or $93,555 at 6%; with 100% employer match about $105,249 at 4% or $70,166 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-14$741,570$70,080$5,006iApproximate average salary by contribution assumption: employee only about $125,143 at 4% or $83,429 at 6%; with 50% employer match about $83,429 at 4% or $55,619 at 6%; with 100% employer match about $62,571 at 4% or $41,714 at 6%.
2001214$1,913,427$161,482$11,534iApproximate average salary by contribution assumption: employee only about $288,361 at 4% or $192,240 at 6%; with 50% employer match about $192,240 at 4% or $128,160 at 6%; with 100% employer match about $144,180 at 4% or $96,120 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-14$1,123,299$102,554$7,325iApproximate average salary by contribution assumption: employee only about $183,132 at 4% or $122,088 at 6%; with 50% employer match about $122,088 at 4% or $81,392 at 6%; with 100% employer match about $91,566 at 4% or $61,044 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-14$790,128$58,928$4,209iApproximate average salary by contribution assumption: employee only about $105,229 at 4% or $70,152 at 6%; with 50% employer match about $70,152 at 4% or $46,768 at 6%; with 100% employer match about $52,614 at 4% or $35,076 at 6%.
2000212$1,907,600$142,891$11,908iApproximate average salary by contribution assumption: employee only about $297,690 at 4% or $198,460 at 6%; with 50% employer match about $198,460 at 4% or $132,306 at 6%; with 100% employer match about $148,845 at 4% or $99,230 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and Trust-12$1,110,031$89,970$7,498iApproximate average salary by contribution assumption: employee only about $187,438 at 4% or $124,958 at 6%; with 50% employer match about $124,958 at 4% or $83,306 at 6%; with 100% employer match about $93,719 at 4% or $62,479 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-12$797,569$52,921$4,410iApproximate average salary by contribution assumption: employee only about $110,252 at 4% or $73,501 at 6%; with 50% employer match about $73,501 at 4% or $49,001 at 6%; with 100% employer match about $55,126 at 4% or $36,751 at 6%.
1999212$2,533,210$130,033$10,836iApproximate average salary by contribution assumption: employee only about $270,902 at 4% or $180,601 at 6%; with 50% employer match about $180,601 at 4% or $120,401 at 6%; with 100% employer match about $135,451 at 4% or $90,301 at 6%.
Learning Technologies Ltd. Profit Sharing Plan and TrustCurrent12$1,579,997$84,332$7,028iApproximate average salary by contribution assumption: employee only about $175,692 at 4% or $117,128 at 6%; with 50% employer match about $117,128 at 4% or $78,085 at 6%; with 100% employer match about $87,846 at 4% or $58,564 at 6%.
Learning Technologies Ltd. Target Benefit Plan and Trust-12$953,213$45,701$3,808iApproximate average salary by contribution assumption: employee only about $95,210 at 4% or $63,474 at 6%; with 50% employer match about $63,474 at 4% or $42,316 at 6%; with 100% employer match about $47,605 at 4% or $31,737 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,579,997$347,352 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,232,645$1,579,997Increase +$347,352 (28.18%)
Total liabilities$0$0No change $0
Net assets$1,232,645$1,579,997Increase +$347,352 (28.18%)

Contributions

Employer contributions$84,332
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$380,011
Total expenses$32,659
Net income$347,352
Source fields
Schedule I source fields
Filing Id
56037128065531
Schedule I EIN
59-2621441
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
1999-01-01
Schedule I Tax Period
19991231
Small plan total assets at beginning of year
$1,232,645
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,232,645
Small plan total assets at end of year
$1,579,997
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,579,997
Small plan employer contributions
$84,332
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$295,679
Small plan total income
$380,011
Small plan total benefit distributions
$32,635
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$24
Small plan total expenses
$32,659
Small plan net income or loss
$347,352
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$2,000,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Transfers

Distributed property value$0
Schedule R source fields
Row 1
Filing Id
56037128065531
Schedule R EIN
59-2621441
Schedule R Plan number
002
Schedule R Plan Year Begin Date
1999-01-01
Schedule R Tax Period
19991231
Pension Value Dstrb Pd Property Amount
$0
Pension Elec Satisfy Code 412 Indicator
No
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0