Original filing (PDF)20241010213142NAL0021792753001

ABOVE LENDING, INC.

Name: ABOVE LENDING, INC. — ABOVE LENDING, INC. 401(K) PLAN, Form 5500 (2023)
Creator: ABOVE LENDING, INC.

Form 5500-SF

FILING_RECEIVED

ABOVE LENDING, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABOVE LENDING, INC..

Plan sponsor

Name

ABOVE LENDING, INC.

EIN

84-1924639

Address

7322 SOUTHWEST FREEWAY, SUITE 900 · HOUSTON, TX · 77074

Phone

(512) 695-7309

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

A.H. HAYNES & CO, INC.

A.H. HAYNES & CO., INC. DEFINED BENEFIT PENSION PLAN

FREEDOM ESCROW

FREEDOM ESCROW RETIREMENT SAVINGS PLAN

PENDRICK CAPITAL PARTNERS HOLDINGS LLC

PENDRICK CAPTIAL PARTNERS HOLDINGS, LLC SPIN-OFF TERMINATION PLAN

CONNEXPAY LLC

CONNEXPAY 401(K) PROFIT SHARING PLAN AND TRUST

LENDING SOLUTIONS, INC.

LENDING SOLUTIONS, INC. ESOP