The Learning Tree
Plan context: The Learning Tree Inc
EIN 63-0854115 • Mobile, AL • 38 filings • 13 plans
Current Snapshot
Latest Year
2024
2024 Participants
417
2024 Assets
$3,096,825
2024 Contributions
$590,856
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 417 | $3,096,825 | $590,856 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| The Learning Tree Inc | - | 417 | $3,096,825 | $590,856 | $1,417iApproximate average salary by contribution assumption: employee only about $35,423 at 4% or $23,615 at 6%; with 50% employer match about $23,615 at 4% or $15,744 at 6%; with 100% employer match about $17,712 at 4% or $11,808 at 6%. |
| The Learning Tree Inc | - | 147 | - | - | - |
| 2023 | 2 | 395 | $2,545,218 | $557,339 | $1,411iApproximate average salary by contribution assumption: employee only about $35,275 at 4% or $23,516 at 6%; with 50% employer match about $23,516 at 4% or $15,678 at 6%; with 100% employer match about $17,637 at 4% or $11,758 at 6%. |
| The Learning Tree Inc | - | 395 | $2,545,218 | $557,339 | $1,411iApproximate average salary by contribution assumption: employee only about $35,275 at 4% or $23,516 at 6%; with 50% employer match about $23,516 at 4% or $15,678 at 6%; with 100% employer match about $17,637 at 4% or $11,758 at 6%. |
| The Learning Tree Inc | - | 147 | - | - | - |
| 2022 | 2 | 437 | $1,885,353 | $370,049 | $847iApproximate average salary by contribution assumption: employee only about $21,170 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,409 at 6%; with 100% employer match about $10,585 at 4% or $7,057 at 6%. |
| The Learning Tree Inc | - | 437 | $1,885,353 | $370,049 | $847iApproximate average salary by contribution assumption: employee only about $21,170 at 4% or $14,113 at 6%; with 50% employer match about $14,113 at 4% or $9,409 at 6%; with 100% employer match about $10,585 at 4% or $7,057 at 6%. |
| The Learning Tree Inc | - | 184 | - | - | - |
| 2021 | 2 | 455 | $2,114,827 | $371,195 | $816iApproximate average salary by contribution assumption: employee only about $20,395 at 4% or $13,597 at 6%; with 50% employer match about $13,597 at 4% or $9,065 at 6%; with 100% employer match about $10,198 at 4% or $6,798 at 6%. |
| The Learning Tree Inc | - | 455 | $2,114,827 | $371,195 | $816iApproximate average salary by contribution assumption: employee only about $20,395 at 4% or $13,597 at 6%; with 50% employer match about $13,597 at 4% or $9,065 at 6%; with 100% employer match about $10,198 at 4% or $6,798 at 6%. |
| The Learning Tree Inc | - | 200 | - | - | - |
| 2020 | 2 | 540 | $1,707,389 | $289,184 | $536iApproximate average salary by contribution assumption: employee only about $13,388 at 4% or $8,925 at 6%; with 50% employer match about $8,925 at 4% or $5,950 at 6%; with 100% employer match about $6,694 at 4% or $4,463 at 6%. |
| The Learning Tree Inc | - | 540 | $1,707,389 | $289,184 | $536iApproximate average salary by contribution assumption: employee only about $13,388 at 4% or $8,925 at 6%; with 50% employer match about $8,925 at 4% or $5,950 at 6%; with 100% employer match about $6,694 at 4% or $4,463 at 6%. |
| The Learning Tree Inc | - | 178 | - | - | - |
| 2019 | 2 | 657 | $1,207,720 | $265,649 | $404iApproximate average salary by contribution assumption: employee only about $10,108 at 4% or $6,739 at 6%; with 50% employer match about $6,739 at 4% or $4,493 at 6%; with 100% employer match about $5,054 at 4% or $3,369 at 6%. |
| The Learning Tree Inc | - | 657 | $1,207,720 | $265,649 | $404iApproximate average salary by contribution assumption: employee only about $10,108 at 4% or $6,739 at 6%; with 50% employer match about $6,739 at 4% or $4,493 at 6%; with 100% employer match about $5,054 at 4% or $3,369 at 6%. |
| The Learning Tree Inc | - | 205 | - | - | - |
| 2018 | 1 | 662 | $773,563 | $242,383 | $366iApproximate average salary by contribution assumption: employee only about $9,153 at 4% or $6,102 at 6%; with 50% employer match about $6,102 at 4% or $4,068 at 6%; with 100% employer match about $4,577 at 4% or $3,051 at 6%. |
| The Learning Tree Inc | - | 662 | $773,563 | $242,383 | $366iApproximate average salary by contribution assumption: employee only about $9,153 at 4% or $6,102 at 6%; with 50% employer match about $6,102 at 4% or $4,068 at 6%; with 100% employer match about $4,577 at 4% or $3,051 at 6%. |
| 2017 | 3 | 537 | $619,149 | $154,539 | $288iApproximate average salary by contribution assumption: employee only about $7,195 at 4% or $4,796 at 6%; with 50% employer match about $4,796 at 4% or $3,198 at 6%; with 100% employer match about $3,597 at 4% or $2,398 at 6%. |
| The Learning Tree Inc | - | 537 | $619,149 | $154,539 | $288iApproximate average salary by contribution assumption: employee only about $7,195 at 4% or $4,796 at 6%; with 50% employer match about $4,796 at 4% or $3,198 at 6%; with 100% employer match about $3,597 at 4% or $2,398 at 6%. |
| The Learning Tree Inc. | - | 184 | - | - | - |
| The Learning Tree Inc | - | 189 | - | - | - |
| 2016 | 3 | 517 | $398,389 | $146,860 | $284iApproximate average salary by contribution assumption: employee only about $7,102 at 4% or $4,734 at 6%; with 50% employer match about $4,734 at 4% or $3,156 at 6%; with 100% employer match about $3,551 at 4% or $2,367 at 6%. |
| The Learning Tree Inc | - | 517 | $398,389 | $146,860 | $284iApproximate average salary by contribution assumption: employee only about $7,102 at 4% or $4,734 at 6%; with 50% employer match about $4,734 at 4% or $3,156 at 6%; with 100% employer match about $3,551 at 4% or $2,367 at 6%. |
| The Learning Tree Inc. | - | 189 | - | - | - |
| The Learning Tree Inc. | - | 191 | - | - | - |
| 2015 | 3 | 510 | $239,476 | $101,783 | $200iApproximate average salary by contribution assumption: employee only about $4,989 at 4% or $3,326 at 6%; with 50% employer match about $3,326 at 4% or $2,217 at 6%; with 100% employer match about $2,495 at 4% or $1,663 at 6%. |
| The Learning Tree Inc | - | 510 | $239,476 | $101,783 | $200iApproximate average salary by contribution assumption: employee only about $4,989 at 4% or $3,326 at 6%; with 50% employer match about $3,326 at 4% or $2,217 at 6%; with 100% employer match about $2,495 at 4% or $1,663 at 6%. |
| The Learning Tree Inc. | - | 262 | - | - | - |
| The Learning Tree Inc. | - | 231 | - | - | - |
| 2014 | 3 | 561 | $158,802 | $158,949 | $283iApproximate average salary by contribution assumption: employee only about $7,083 at 4% or $4,722 at 6%; with 50% employer match about $4,722 at 4% or $3,148 at 6%; with 100% employer match about $3,542 at 4% or $2,361 at 6%. |
| The Learning Tree Inc | - | 561 | $158,802 | $158,949 | $283iApproximate average salary by contribution assumption: employee only about $7,083 at 4% or $4,722 at 6%; with 50% employer match about $4,722 at 4% or $3,148 at 6%; with 100% employer match about $3,542 at 4% or $2,361 at 6%. |
| The Learning Tree Inc. | - | 224 | - | - | - |
| The Learning Tree Inc. | - | 250 | - | - | - |
| 2013 | 2 | 232 | $0 | $0 | - |
| The Learning Tree Inc. | - | 207 | - | - | - |
| The Learning Tree Inc. | - | 232 | - | - | - |
| 2012 | 2 | 232 | $0 | $0 | - |
| The Learning Tree Inc. | - | 216 | - | - | - |
| The Learning Tree Inc. | - | 232 | - | - | - |
| 2011 | 2 | 256 | $0 | $0 | - |
| The Learning Tree Inc. | - | 247 | - | - | - |
| The Learning Tree Inc. | - | 256 | - | - | - |
| 2010 | 2 | 252 | $0 | $0 | - |
| The Learning Tree Inc. | - | 246 | - | - | - |
| The Learning Tree Inc. | - | 252 | - | - | - |
| 2009 | 4 | 216 | $0 | $0 | - |
| The Learning Tree | - | 216 | - | - | - |
| The Learning Tree Inc | - | 211 | - | - | - |
| The Learning Tree Inc. | - | 216 | - | - | - |
| The Learning Tree Inc. | - | 211 | - | - | - |
| 2008 | 1 | 196 | $0 | $0 | - |
| The Learning Tree | - | 196 | - | - | - |