Plan5500

Symmetry Lending 401(K) Plan — Form 5500 plan (Symmetry 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, Symmetry Lending 401(K) Plan is a benefit plan reported by Symmetry Lending, LLC under EIN 82-2718716 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $6,776,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Symmetry Lending, LLC
EIN
82-2718716
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
209
End-of-year plan assets
$6,776,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023209H, C20241024070726NAL0000464755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,776,532
Total liabilities (EOY)
$0
Net assets (EOY)
$6,776,532
Net assets (BOY)
$4,827,709

Income & contributions

Employer contributions
$563,608
Participant contributions
$1,147,537
Total contributions
$1,815,612
Total income / additions
$2,801,657

Expenses & distributions

Benefits paid
$824,728
Administrative expenses
$28,106
Total expenses
$852,834
Net increase / (decrease)
$1,948,823

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Human Interest Advisor LLCRECORDKEEPER$28,106not reported in the loaded dataset2023

Related Form 5500 pages