2023 Form 5500 filing — Neighborhood Loans 401(K) Plan
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 20241004134826NAL0006741795001) for Neighborhood Loans 401(K) Plan, reported by Neighborhood Loans, Inc. under EIN 20-2408098 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004134826NAL0006741795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neighborhood Loans, Inc.
- EIN
- 20-2408098
- Plan number
- 001
- Location
- Downers Grove, IL
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,440,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,440,278
- Participant contributions
- $2,011,020
- Total income / additions
- $5,368,129
- Benefits paid
- $1,225,726
- Administrative expenses
- $62,217
- Total expenses
- $1,312,761
- Net increase / (decrease)
- $4,055,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning, Inc. | N/A | $37,135 | not reported in the loaded dataset |
| At Retirement Services, LLC | N/A | $25,082 | not reported in the loaded dataset |