Lendmark 401(K) Plan — Form 5500 plan (Lendmark Financial Services, 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, Lendmark 401(K) Plan is a benefit plan reported by Lendmark Financial Services, LLC under EIN 58-2257419 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,315 participants and $100,597,114 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lendmark Financial Services, LLC
EIN
58-2257419
Plan number
001
Plan type
2
Location
Lawrenceville, GA
Latest filing year
2023
Participants
2,315
End-of-year plan assets
$100,597,114

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,315H, C20241016152712NAL0031982161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$100,597,114
Total liabilities (EOY)
$0
Net assets (EOY)
$100,597,114
Net assets (BOY)
$82,707,844

Income & contributions

Employer contributions
$4,771,034
Participant contributions
$8,262,902
Total contributions
$14,294,137
Total income / additions
$25,559,657

Expenses & distributions

Benefits paid
$7,321,508
Administrative expenses
$324,083
Total expenses
$7,670,387
Net increase / (decrease)
$17,889,270

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$237,860$02023
Alliant Insurance Services IncNONE$82,774not reported in the loaded dataset2023

Related Form 5500 pages