2023 Form 5500 filing — Agamerica Lending LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821110731NAL0002338915001) for Agamerica Lending LLC 401(K) Plan, reported by Agamerica Lending LLC under EIN 27-0516064 and plan number 001. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821110731NAL0002338915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Agamerica Lending LLC
- EIN
- 27-0516064
- Plan number
- 001
- Location
- Lakeland, FL
- Participants
- 190
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,774,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,774,294
- Employer contributions
- $561,255
- Participant contributions
- $1,085,114
- Total income / additions
- $3,887,338
- Benefits paid
- $363,081
- Administrative expenses
- $14,157
- Total expenses
- $377,238
- Net increase / (decrease)
- $3,510,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $7,797 | $11 |
| Janet A Panebianco, Cpa, Pllc | CONTRACT ADMINISTRATOR | $3,075 | $2,594 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $3,229 | $0 |