Nations Reliable Lending, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Nations Reliable Lending, LLC)

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, Nations Reliable Lending, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Nations Reliable Lending, LLC under EIN 20-5973457 and plan number 001. The latest loaded filing year is 2023. The filing reports 710 participants and $12,564,417 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.6MPlan net assets, end of year$12,564,417
Participants710Covered participants reported
Assets / participant$17.7KComputed: assets ÷ participants$17,696 (computed)
Provider compensation$75.5K2 Schedule C provider row(s)$75,505
Plan sponsor
Nations Reliable Lending, LLC
EIN
20-5973457
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    710 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$12.6M total assets
Net assets$12.6MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$12,564,417
Total liabilities (EOY)
$0
Net assets (EOY)
$12,564,417
Net assets (BOY)
$12,247,626

Income & contributions

Participant contributions
$1,131,927
Total contributions
$1,384,081
Total income / additions
$3,495,555

Expenses & distributions

Benefits paid
$3,087,087
Administrative expenses
$74,491
Total expenses
$3,178,764
Net increase / (decrease)
$316,791
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income88%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $52.3K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $23.2K · Indirect $18

What to inspect next

Frequently asked questions

Who sponsors the Nations Reliable Lending, LLC 401(K) Profit Sharing Plan?
Nations Reliable Lending, LLC 401(K) Profit Sharing Plan is reported as sponsored by Nations Reliable Lending, LLC (EIN 20-5973457, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Nations Reliable Lending, LLC 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Nations Reliable Lending, LLC 401(K) Profit Sharing Plan is 2023.
How many participants does Nations Reliable Lending, LLC 401(K) Profit Sharing Plan report?
Nations Reliable Lending, LLC 401(K) Profit Sharing Plan reports 710 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Nations Reliable Lending, LLC 401(K) Profit Sharing Plan?
Nations Reliable Lending, LLC 401(K) Profit Sharing Plan reports $12,564,417 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages