Plan5500

Universal Lending Corporation — 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, Universal Lending Corporation (EIN 84-0849361) is a plan sponsor located in Denver, CO 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
84-0849361
Location
Denver, CO
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 Universal Lending Corporation

  • 2 loaded plans hold $17.6M in reported assets.
  • The largest, Universal Lending Corporation 401(K), holds 100% of this company's reported plan assets.
  • Plans cover 425 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.6MSummed across loaded plans$17,559,142
Total reported assets$17.6M$17,559,142
Total reported participants425
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.6M total assets
Net assets$17.6MLiabilities$0
Contributions & income
Employer contributions$6.7K
Participant contributions$528K
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$4.3M
Total expenses$4.4M
Net increase / (decrease)-$842.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Universal Lending Corporation 401(K)
Participants per plan213Average 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
    Universal Lending Corporation 401(K)$17.6M
    Plan #001 · 276 participants · 2023
  2. 2
    Universal Lending Corporation Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 149 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 Universal Lending Corporation. Open one for its full reported snapshot.

  1. 2023
    Universal Lending Corporation Employee Benefits Plan149 participants · 2No schedules
    View filing →
  2. 2023
    Universal Lending Corporation 401(K)276 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Universal Lending Corporation report on Form 5500?
Universal Lending Corporation (EIN 84-0849361) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Universal Lending Corporation?
The Employer Identification Number (EIN) reported for Universal Lending Corporation is 84-0849361.
What is the latest Form 5500 filing year for Universal Lending Corporation?
The latest loaded Form 5500 filing year for Universal Lending Corporation is 2023.

Related Form 5500 pages