2023 Form 5500 filing — Personal Finance Company LLC Retirement Plan And Trust Agreement
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912111933NAL0016959618002) for Personal Finance Company LLC Retirement Plan And Trust Agreement, reported by Mariner Finance LLC under EIN 03-0433977 and plan number 002. It reports 363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912111933NAL0016959618002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mariner Finance LLC
- EIN
- 03-0433977
- Plan number
- 002
- Location
- Baltimore, MD
- Participants
- 363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,514,853
- Net assets (EOY)
- $4,514,853
- Total income / additions
- -$494,938
- Benefits paid
- $22,482,439
- Administrative expenses
- $455,282
- Total expenses
- $22,937,721
- Net increase / (decrease)
- -$23,432,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $268,342 | $0 |
| Pnc Bank | RECORDKEEPER | $83,346 | not reported in the loaded dataset |
| Gordon Feinblatt LLC | LEGAL | $68,746 | not reported in the loaded dataset |