Lendkey 401(K) Plan — Form 5500 plan (Lendkey Technologies, Inc.)

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, Lendkey 401(K) Plan is a benefit plan reported by Lendkey Technologies, Inc. under EIN 65-1307115 and plan number 001. The latest loaded filing year is 2023. The filing reports 253 participants and $7,431,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lendkey Technologies, Inc.
EIN
65-1307115
Plan number
001
Plan type
2
Location
Blue Ash, OH
Latest filing year
2023
Participants
253
End-of-year plan assets
$7,431,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023253H, C20240906122309NAL0001082545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,431,108
Total liabilities (EOY)
$0
Net assets (EOY)
$7,431,108
Net assets (BOY)
$5,194,917

Income & contributions

Employer contributions
$150,000
Participant contributions
$1,102,656
Total contributions
$1,260,358
Total income / additions
$2,410,117

Expenses & distributions

Benefits paid
$154,833
Administrative expenses
$19,093
Total expenses
$173,926
Net increase / (decrease)
$2,236,191

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pensionmark Financial Group LLCNONE$14,723not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$4,370$02023

Related Form 5500 pages