Plan5500

Agamerica Lending LLC 401(K) Plan — Form 5500 plan (Agamerica 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, Agamerica Lending LLC 401(K) Plan is a benefit plan reported by Agamerica Lending LLC under EIN 27-0516064 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $8,774,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Agamerica Lending LLC
EIN
27-0516064
Plan number
001
Plan type
2
Location
Lakeland, FL
Latest filing year
2023
Participants
190
End-of-year plan assets
$8,774,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240821110731NAL0002338915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,774,294
Total liabilities (EOY)
$0
Net assets (EOY)
$8,774,294
Net assets (BOY)
$5,264,194

Income & contributions

Employer contributions
$561,255
Participant contributions
$1,085,114
Total contributions
$2,861,992
Total income / additions
$3,887,338

Expenses & distributions

Benefits paid
$363,081
Administrative expenses
$14,157
Total expenses
$377,238
Net increase / (decrease)
$3,510,100

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch Pierce Fenner & SmithCONSULTANT$7,797$112023
Janet A Panebianco, Cpa, PllcCONTRACT ADMINISTRATOR$3,075$2,5942023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,229$02023

Related Form 5500 pages