Plan5500

Allied Lending Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Allied Lending Group, Inc. (EIN 45-3038754) is a plan sponsor located in La Crescenta, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-3038754
Location
La Crescenta, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Allied Lending Group, Inc.

  • 2 loaded plans hold $3.6M in reported assets.
  • The largest, Allied Lending Group, Inc. Defined Benefit Pension Plan, holds 93% of this company's reported plan assets.
  • Plans cover 10 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.6MSummed across loaded plans$3,589,068
Total reported assets$3.6M$3,589,068
Total reported participants10
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.6M total assets
Net assets$3.6MLiabilities$0
Contributions & income
Employer contributions$130K
Participant contributions$0
Total income / additions$470.9K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$110
Net increase / (decrease)$470.8K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets93%Allied Lending Group, Inc. Defined Benefit Pension Plan
Participants per plan5Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Allied Lending Group, Inc. Defined Benefit Pension Plan$3.3M
    Plan #001 · 7 participants · 2023
  2. 2
    Allied Lending Group Private Retirement Plan And Trust$264.7K
    Plan #003 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Allied Lending Group, Inc.. Open one for its full reported snapshot.

  1. 2023
    Allied Lending Group, Inc. Defined Benefit Pension Plan7 participants · 2Sch I
    View filing →
  2. 2023
    Allied Lending Group Private Retirement Plan And Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Allied Lending Group, Inc. report on Form 5500?
Allied Lending Group, Inc. (EIN 45-3038754) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Allied Lending Group, Inc.?
The Employer Identification Number (EIN) reported for Allied Lending Group, Inc. is 45-3038754.
What is the latest Form 5500 filing year for Allied Lending Group, Inc.?
The latest loaded Form 5500 filing year for Allied Lending Group, Inc. is 2023.

Related Form 5500 pages