Emm Loans LLC 401(K) Plan — Form 5500 plan (Emm Loans 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, Emm Loans LLC 401(K) Plan is a benefit plan reported by Emm Loans LLC under EIN 54-2070914 and plan number 002. The latest loaded filing year is 2023. The filing reports 248 participants and $7,274,937 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.3MPlan net assets, end of year$7,274,937
Participants248Covered participants reported
Assets / participant$29.3KComputed: assets ÷ participants$29,334 (computed)
Provider compensation$41.6K3 Schedule C provider row(s)$41,586
Plan sponsor
Emm Loans LLC
EIN
54-2070914
Plan number
002
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20240830120251NAL0026787968001
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$97.5K
Participant$838.4K
Full reported line items

Net assets

Total assets (EOY)
$7,274,937
Total liabilities (EOY)
$0
Net assets (EOY)
$7,274,937
Net assets (BOY)
$5,957,820

Income & contributions

Employer contributions
$97,486
Participant contributions
$838,447
Total contributions
$1,332,563
Total income / additions
$2,399,242

Expenses & distributions

Benefits paid
$1,027,321
Administrative expenses
$41,587
Total expenses
$1,082,125
Net increase / (decrease)
$1,317,117
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 10%Participant 90%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$33,482$02023
Innovative Investment Fiduciaries,INVESTMENT/FINANCIAL ADVI$8,104$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages