Global Lending Services LLC 401(K) Plan — Form 5500 plan (Global Lending Services 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, Global Lending Services LLC 401(K) Plan is a benefit plan reported by Global Lending Services LLC under EIN 90-0772739 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,044 participants and $21,001,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Global Lending Services LLC
EIN
90-0772739
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
1,044
End-of-year plan assets
$21,001,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,044H, C20240828100024NAL0012011617001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,001,883
Total liabilities (EOY)
$0
Net assets (EOY)
$21,001,883
Net assets (BOY)
$13,936,174

Income & contributions

Employer contributions
$2,059,428
Participant contributions
$3,437,718
Total contributions
$6,522,169
Total income / additions
$9,585,157

Expenses & distributions

Benefits paid
$2,412,637
Administrative expenses
$105,709
Total expenses
$2,519,448
Net increase / (decrease)
$7,065,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$84,555not reported in the loaded dataset2023
Colton Groome Financial AdvisorsADVISOR$17,000not reported in the loaded dataset2023

Related Form 5500 pages