401(k)
2022 plan-year 401(k) DOL Form 5500

Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Pfn Lending Group Inc · California · Real Estate

What the 2023 filing shows

Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust holds $805K for 276 participants — about $2,917 per participant.

$805K
total plan assets (2022 EOY)
276
covered participants
$2,917
avg assets per participant
$805K
reported net income
Total Assets (2023)
$805K
Participants
276
State
Industry
Real Estate

What the Filing Says About Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust

Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Pfn Lending Group Inc, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $805K in total end-of-year assets and covers 276 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 330886403, and the plan has been effective since 2022-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to $805K at year-end. Net assets (after liabilities) closed the year at $805K, with reported net income of $805K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)$805K
Net Assets (End of Year)$805K
Net Income$805K
Plan Type401(k)
Employer EIN330886403
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pfn Lending Group Inc)

Year Plans Participants Total Assets
2022 1 276 $805K
2024 1 213 $2M

Nearby 401(k) Plans in California

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust holds $805K in total assets with 276 participants. It is sponsored by Pfn Lending Group Inc.
What type of plan is Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust?
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2022-01-01. The plan is filed with the U.S. Department of Labor under EIN 330886403.
Who sponsors the Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust?
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust is sponsored by Pfn Lending Group Inc, located in California. The sponsor's EIN is 330886403 and the plan operates in the Real Estate industry.
How did Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust perform in 2022?
Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust held $805K in total assets at the end of 2022. Net income was $805K.
Where can I find official filings for Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330886403 or plan name at efast.dol.gov.
How does Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Pfn Lending Group Inc 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330886403.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.