2023 Form 5500 filing — Openroad Lending 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 20241014093807NAL0052956818001) for Openroad Lending 401(K) Plan, reported by Openroad Lending, LLC under EIN 27-1293701 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,442,821
Participants201
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014093807NAL0052956818001
Plan sponsor
Openroad Lending, LLC
EIN
27-1293701
Plan number
001
Location
Fort Worth, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities
Money in vs. money out
Total income / additions$754.1K
Total expenses$62.7K
Benefits paid / distributions$54.8K
Contributions
Employer$163.7K
Participant$278.6K
Full reported line items
Total assets (EOY)
$5,442,821
Net assets (EOY)
$5,442,821
Employer contributions
$163,709
Participant contributions
$278,560
Total income / additions
$754,087
Benefits paid
$54,774
Administrative expenses
$7,963
Total expenses
$62,737
Net increase / (decrease)
$691,350

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014093807NAL0052956818001 cover?
It is the 2023 Form 5500 filing for Openroad Lending 401(K) Plan, reported by Openroad Lending, LLC (EIN 27-1293701).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages