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, Lendmark 401(K) Plan is a benefit plan reported by Lendmark Financial Services, LLC under EIN 58-2257419 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,315 participants and $100,597,114 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,597,114
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,597,114
- Net assets (BOY)
- $82,707,844
Income & contributions
- Employer contributions
- $4,771,034
- Participant contributions
- $8,262,902
- Total contributions
- $14,294,137
- Total income / additions
- $25,559,657
Expenses & distributions
- Benefits paid
- $7,321,508
- Administrative expenses
- $324,083
- Total expenses
- $7,670,387
- Net increase / (decrease)
- $17,889,270