The Lenders Protection Employee 401(K) Plan — Form 5500 plan (Lenders Protection, 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, The Lenders Protection Employee 401(K) Plan is a benefit plan reported by Lenders Protection, LLC under EIN 45-0530552 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $12,376,186 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lenders Protection, LLC
EIN
45-0530552
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
195
End-of-year plan assets
$12,376,186

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240923132120NAL0011471505001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,376,186
Total liabilities (EOY)
$0
Net assets (EOY)
$12,376,186
Net assets (BOY)
$8,260,516

Income & contributions

Employer contributions
$900,962
Participant contributions
$1,666,322
Total contributions
$2,680,646
Total income / additions
$4,446,029

Expenses & distributions

Benefits paid
$320,892
Administrative expenses
$9,467
Total expenses
$330,359
Net increase / (decrease)
$4,115,670

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Maxwell, Locke & Ritter, LlpTPA/ INVESTMENT ADVISORY$8,237not reported in the loaded dataset2023

Related Form 5500 pages