Plan5500

Planet Home Lending, LLC Profit Sharing Plan & Trust — Form 5500 plan (Planet Home 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, Planet Home Lending, LLC Profit Sharing Plan & Trust is a benefit plan reported by Planet Home Lending, LLC under EIN 26-0362771 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,464 participants and $46,691,680 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46.7MPlan net assets, end of year$46,691,680
Participants1.5KCovered participants reported1,464
Assets / participant$31.9KComputed: assets ÷ participants$31,893 (computed)
Provider compensation$158K3 Schedule C provider row(s)$157,969
Plan sponsor
Planet Home Lending, LLC
EIN
26-0362771
Plan number
001
Plan type
2
Location
Tampa, FL
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
    1,464 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)$46.7M total assets
Net assets$46.7MLiabilities$0
Money in vs. money out
Total income / additions$16.9M
Total expenses$5.8M
Benefits paid / distributions$5.6M
Contributions
Employer$1.3M
Participant$6.8M
Full reported line items

Net assets

Total assets (EOY)
$46,691,680
Total liabilities (EOY)
$0
Net assets (EOY)
$46,691,680
Net assets (BOY)
$35,626,644

Income & contributions

Employer contributions
$1,330,098
Participant contributions
$6,781,092
Total contributions
$10,243,466
Total income / additions
$16,856,978

Expenses & distributions

Benefits paid
$5,608,948
Administrative expenses
$162,124
Total expenses
$5,791,942
Net increase / (decrease)
$11,065,036
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.

Contribution share (employer vs. participant)
Employer 16%Participant 84%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Fidelity Investments Institutional$93.8K
    RECORDKEEPER · Direct $93.8K · Indirect $0
  2. 2
    Creative Planning, LLC$47.4K
    INVESTMENT ADVISOR · Direct $47.4K
  3. 3
    Cohnreznick Llp$16.8K
    AUDITOR · Direct $16.8K

What to inspect next

Frequently asked questions

Who sponsors the Planet Home Lending, LLC Profit Sharing Plan & Trust?
Planet Home Lending, LLC Profit Sharing Plan & Trust is reported as sponsored by Planet Home Lending, LLC (EIN 26-0362771, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Planet Home Lending, LLC Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Planet Home Lending, LLC Profit Sharing Plan & Trust is 2023.
How many participants does Planet Home Lending, LLC Profit Sharing Plan & Trust report?
Planet Home Lending, LLC Profit Sharing Plan & Trust reports 1,464 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Planet Home Lending, LLC Profit Sharing Plan & Trust?
Planet Home Lending, LLC Profit Sharing Plan & Trust reports $46,691,680 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