2023 Form 5500 filing — Ilendingdirect Retirement 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 20241008055827NAL0017193649001) for Ilendingdirect Retirement Plan, reported by Fleet Financial Inc. under EIN 20-8891243 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008055827NAL0017193649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fleet Financial Inc.
- EIN
- 20-8891243
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,987,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,987,946
- Employer contributions
- $272,728
- Participant contributions
- $740,643
- Total income / additions
- $1,643,796
- Benefits paid
- $1,157,966
- Administrative expenses
- $84,334
- Total expenses
- $1,265,401
- Net increase / (decrease)
- $378,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $76,308 | $0 |
| Rmb Capital Management, LLC | INVESTMENT/FINANCIAL ADVI | $11,049 | $0 |