Personal Finance Company LLC Retirement Plan And Trust Agreement — Form 5500 plan (Mariner Finance 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, Personal Finance Company LLC Retirement Plan And Trust Agreement is a benefit plan reported by Mariner Finance LLC under EIN 03-0433977 and plan number 002. The latest loaded filing year is 2023. The filing reports 363 participants and $4,514,853 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mariner Finance LLC
- EIN
- 03-0433977
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $4,514,853
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240912111933NAL0016959618002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,514,853
- Net assets (EOY)
- $4,514,853
- Net assets (BOY)
- $27,947,512
Income & contributions
- Total income / additions
- -$494,938
Expenses & distributions
- Benefits paid
- $22,482,439
- Administrative expenses
- $455,282
- Total expenses
- $22,937,721
- Net increase / (decrease)
- -$23,432,659
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $268,342 | $0 | 2023 |
| Pnc Bank | RECORDKEEPER | $83,346 | not reported in the loaded dataset | 2023 |
| Gordon Feinblatt LLC | LEGAL | $68,746 | not reported in the loaded dataset | 2023 |