2023 Form 5500 filing — The Lenders Protection Employee 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 20240923132120NAL0011471505001) for The Lenders Protection Employee 401(K) Plan, reported by Lenders Protection, LLC under EIN 45-0530552 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.4MReported net assets$12,376,186
Participants195
Provider compensation$8.2K1 Schedule C row(s)$8,237
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923132120NAL0011471505001
Plan sponsor
Lenders Protection, LLC
EIN
45-0530552
Plan number
001
Location
Austin, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$330.4K
Benefits paid / distributions$320.9K
Contributions
Employer$901K
Participant$1.7M
Full reported line items
Total assets (EOY)
$12,376,186
Total liabilities (EOY)
$0
Net assets (EOY)
$12,376,186
Employer contributions
$900,962
Participant contributions
$1,666,322
Total income / additions
$4,446,029
Benefits paid
$320,892
Administrative expenses
$9,467
Total expenses
$330,359
Net increase / (decrease)
$4,115,670

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Maxwell, Locke & Ritter, LlpTPA/ INVESTMENT ADVISORY$8,237not reported in the loaded dataset

Related Form 5500 pages