Plan5500

Neighborhood Loans 401(K) Plan — Form 5500 plan (Neighborhood Loans, Inc.)

Plain-English plan 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, Neighborhood Loans 401(K) Plan is a benefit plan reported by Neighborhood Loans, Inc. under EIN 20-2408098 and plan number 001. The latest loaded filing year is 2023. The filing reports 613 participants and $13,440,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neighborhood Loans, Inc.
EIN
20-2408098
Plan number
001
Plan type
2
Location
Downers Grove, IL
Latest filing year
2023
Participants
613
End-of-year plan assets
$13,440,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023613H, C20241004134826NAL0006741795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,440,278
Total liabilities (EOY)
$0
Net assets (EOY)
$13,440,278
Net assets (BOY)
$9,384,910

Income & contributions

Participant contributions
$2,011,020
Total contributions
$3,413,256
Total income / additions
$5,368,129

Expenses & distributions

Benefits paid
$1,225,726
Administrative expenses
$62,217
Total expenses
$1,312,761
Net increase / (decrease)
$4,055,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning, Inc.N/A$37,135not reported in the loaded dataset2023
At Retirement Services, LLCN/A$25,082not reported in the loaded dataset2023

Related Form 5500 pages