· 2022–2024 · DOL EFAST2

WATER LILY LEARNING CENTER LLC — WATER LILY LEARNING CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240515110144NAL0021641139001

WATER LILY LEARNING CENTER LLC

Form 5500-SF

FILING_RECEIVED

WATER LILY LEARNING CENTER LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

43

Accounts w/ balance

9

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

38

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WATER LILY LEARNING CENTER LLC.

Plan sponsor

Name

WATER LILY LEARNING CENTER LLC

EIN

46-1077118all filings

Address

1607 MANSFIELD ST · CINCINNATI, OH · 45202

Phone

(513) 808-9696

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

LEDWITH & ATKINSON ATTORNEYS A

LEDWITH & ATKINSON ATTORNEYS A 401(K) PROFIT SHARING PLAN & TRUST

$171K · 2 participants

SPONSORSHIP BOOST, LLC DBA SB EXPOS & EVENTS

SB EXPOS & EVENTS 401(K) PLAN

$171K · 29 participants

M & P SMITH INVESTMENTS

M & P SMITH INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST

$171K · 2 participants

CREATABLE INC 401(K) PROFIT SHARING PLAN & TRUST

$171K · 9 participants

TAEKWONDO ELITE MARTIAL ARTS SCH

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.