Legend Lending Corp. Retirement Trust — Form 5500 plan (Legend Lending Corp.)
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, Legend Lending Corp. Retirement Trust is a benefit plan reported by Legend Lending Corp. under EIN 20-8157645 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $5,585,212 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legend Lending Corp.
- EIN
- 20-8157645
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $5,585,212
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241101124746NAL0006885186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,585,212
- Net assets (EOY)
- $5,585,212
- Net assets (BOY)
- $5,829,150
Income & contributions
- Employer contributions
- $105,912
- Participant contributions
- $478,062
- Total contributions
- $590,502
- Total income / additions
- $1,621,070
Expenses & distributions
- Benefits paid
- $2,726,776
- Administrative expenses
- $20,030
- Total expenses
- $2,746,806
- Net increase / (decrease)
- -$1,125,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Decimal, Inc. | THIRD PARTY RECORDKEEPER | $18,051 | not reported in the loaded dataset | 2023 |