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, Symmetry Lending 401(K) Plan is a benefit plan reported by Symmetry Lending, LLC under EIN 82-2718716 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $6,776,532 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,776,532
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,776,532
- Net assets (BOY)
- $4,827,709
Income & contributions
- Employer contributions
- $563,608
- Participant contributions
- $1,147,537
- Total contributions
- $1,815,612
- Total income / additions
- $2,801,657
Expenses & distributions
- Benefits paid
- $824,728
- Administrative expenses
- $28,106
- Total expenses
- $852,834
- Net increase / (decrease)
- $1,948,823