401k Plan data: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN plan

PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PLM LENDER SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PLM LENDER SERVICES, INC.

Employer identification number (EIN): 770260585

NAIC Classification: 522291
NAIC Description: Consumer Lending

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01 ELIZABETH M. KNIGHT
001 2016-11-01 ELIZABETH M. KNIGHT
001 2015-11-01 ELIZABETH M. KNIGHT
001 2014-11-01 ELIZABETH M. KNIGHT
001 2013-11-01 ELIZABETH M. KNIGHT
001 2012-11-01 ELIZABETH M. KNIGHT
001 2011-11-01 ELIZABETH M. KNIGHT
001 2009-11-01 PAMELA KING

Plan Statistics for PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-11-01 14
Number of retired or separated participants receiving benefits 2022-11-01 0
Number of other retired or separated participants entitled to future benefits 2022-11-01 2
Total of all active and inactive participants 2022-11-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-11-01 0
Total participants 2022-11-01 16
Number of participants with account balances 2022-11-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-11-01 0
2021: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-11-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-11-01 11
Number of retired or separated participants receiving benefits 2021-11-01 0
Number of other retired or separated participants entitled to future benefits 2021-11-01 3
Total of all active and inactive participants 2021-11-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-11-01 0
Total participants 2021-11-01 14
Number of participants with account balances 2021-11-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-11-01 2
2020: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-11-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-11-01 11
Number of retired or separated participants receiving benefits 2020-11-01 0
Number of other retired or separated participants entitled to future benefits 2020-11-01 4
Total of all active and inactive participants 2020-11-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-11-01 0
Total participants 2020-11-01 15
Number of participants with account balances 2020-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-11-01 1
2019: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-11-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-11-01 12
Number of retired or separated participants receiving benefits 2019-11-01 0
Number of other retired or separated participants entitled to future benefits 2019-11-01 4
Total of all active and inactive participants 2019-11-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-11-01 0
Total participants 2019-11-01 16
Number of participants with account balances 2019-11-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-11-01 0
2018: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-11-01 21
Total number of active participants reported on line 7a of the Form 5500 2018-11-01 15
Number of retired or separated participants receiving benefits 2018-11-01 0
Number of other retired or separated participants entitled to future benefits 2018-11-01 2
Total of all active and inactive participants 2018-11-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-11-01 0
Total participants 2018-11-01 17
Number of participants with account balances 2018-11-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-11-01 1
2017: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-11-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-11-01 13
Number of retired or separated participants receiving benefits 2017-11-01 0
Number of other retired or separated participants entitled to future benefits 2017-11-01 6
Total of all active and inactive participants 2017-11-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-11-01 0
Total participants 2017-11-01 19
Number of participants with account balances 2017-11-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-11-01 0
2016: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-11-01 17
Total number of active participants reported on line 7a of the Form 5500 2016-11-01 11
Number of retired or separated participants receiving benefits 2016-11-01 0
Number of other retired or separated participants entitled to future benefits 2016-11-01 4
Total of all active and inactive participants 2016-11-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-11-01 0
Total participants 2016-11-01 15
Number of participants with account balances 2016-11-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-11-01 0
2015: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-11-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 12
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 4
Total of all active and inactive participants 2015-11-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 0
Total participants 2015-11-01 16
Number of participants with account balances 2015-11-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 1
2014: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 12
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 2
Total of all active and inactive participants 2014-11-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 0
Total participants 2014-11-01 14
Number of participants with account balances 2014-11-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 1
2013: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 15
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 3
Total of all active and inactive participants 2013-11-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 0
Total participants 2013-11-01 18
Number of participants with account balances 2013-11-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 1
2012: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 15
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 4
Total of all active and inactive participants 2012-11-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 19
Number of participants with account balances 2012-11-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 1
2011: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 18
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 15
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 3
Total of all active and inactive participants 2011-11-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 18
Number of participants with account balances 2011-11-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2009: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 15
Number of retired or separated participants receiving benefits 2009-11-01 2
Number of other retired or separated participants entitled to future benefits 2009-11-01 2
Total of all active and inactive participants 2009-11-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 19
Number of participants with account balances 2009-11-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 1

Measure	Date	Value
2022: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-11-01	14
Number of retired or separated participants receiving benefits	2022-11-01	0
Number of other retired or separated participants entitled to future benefits	2022-11-01	2
Total of all active and inactive participants	2022-11-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-11-01	0
Total participants	2022-11-01	16
Number of participants with account balances	2022-11-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-11-01	0
2021: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-11-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-11-01	11
Number of retired or separated participants receiving benefits	2021-11-01	0
Number of other retired or separated participants entitled to future benefits	2021-11-01	3
Total of all active and inactive participants	2021-11-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-11-01	0
Total participants	2021-11-01	14
Number of participants with account balances	2021-11-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-11-01	2
2020: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-11-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-11-01	11
Number of retired or separated participants receiving benefits	2020-11-01	0
Number of other retired or separated participants entitled to future benefits	2020-11-01	4
Total of all active and inactive participants	2020-11-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-11-01	0
Total participants	2020-11-01	15
Number of participants with account balances	2020-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-11-01	1
2019: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-11-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-11-01	12
Number of retired or separated participants receiving benefits	2019-11-01	0
Number of other retired or separated participants entitled to future benefits	2019-11-01	4
Total of all active and inactive participants	2019-11-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-11-01	0
Total participants	2019-11-01	16
Number of participants with account balances	2019-11-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-11-01	0
2018: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-11-01	21
Total number of active participants reported on line 7a of the Form 5500	2018-11-01	15
Number of retired or separated participants receiving benefits	2018-11-01	0
Number of other retired or separated participants entitled to future benefits	2018-11-01	2
Total of all active and inactive participants	2018-11-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-11-01	0
Total participants	2018-11-01	17
Number of participants with account balances	2018-11-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-11-01	1
2017: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-11-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-11-01	13
Number of retired or separated participants receiving benefits	2017-11-01	0
Number of other retired or separated participants entitled to future benefits	2017-11-01	6
Total of all active and inactive participants	2017-11-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-11-01	0
Total participants	2017-11-01	19
Number of participants with account balances	2017-11-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-11-01	0
2016: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-11-01	17
Total number of active participants reported on line 7a of the Form 5500	2016-11-01	11
Number of retired or separated participants receiving benefits	2016-11-01	0
Number of other retired or separated participants entitled to future benefits	2016-11-01	4
Total of all active and inactive participants	2016-11-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-11-01	0
Total participants	2016-11-01	15
Number of participants with account balances	2016-11-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-11-01	0
2015: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-11-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	12
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	4
Total of all active and inactive participants	2015-11-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	0
Total participants	2015-11-01	16
Number of participants with account balances	2015-11-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	1
2014: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	12
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	2
Total of all active and inactive participants	2014-11-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	0
Total participants	2014-11-01	14
Number of participants with account balances	2014-11-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	1
2013: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	15
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	3
Total of all active and inactive participants	2013-11-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	0
Total participants	2013-11-01	18
Number of participants with account balances	2013-11-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	1
2012: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	15
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	4
Total of all active and inactive participants	2012-11-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	19
Number of participants with account balances	2012-11-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	1
2011: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	18
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	15
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	3
Total of all active and inactive participants	2011-11-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	18
Number of participants with account balances	2011-11-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2009: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	15
Number of retired or separated participants receiving benefits	2009-11-01	2
Number of other retired or separated participants entitled to future benefits	2009-11-01	2
Total of all active and inactive participants	2009-11-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	19
Number of participants with account balances	2009-11-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	1

Financial Data on PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2023 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-10-31	$979,172
Expenses. Total of all expenses incurred	2023-10-31	$24,115
Benefits paid (including direct rollovers)	2023-10-31	$15,850
Total plan assets at end of year	2023-10-31	$7,755,237
Total plan assets at beginning of year	2023-10-31	$6,800,180
Value of fidelity bond covering the plan	2023-10-31	$3,500,000
Total contributions received or receivable from participants	2023-10-31	$144,327
Assets. Value of loans (other than to participants)	2023-10-31	$2,925,054
Expenses. Other expenses not covered elsewhere	2023-10-31	$8,265
Contributions received from other sources (not participants or employers)	2023-10-31	$145,135
Other income received	2023-10-31	$349,973
Net income (gross income less expenses)	2023-10-31	$955,057
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$7,755,237
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$6,800,180
Assets. Value of participant loans	2023-10-31	$18,010
Assets. Value of real-estate (other than employer real property)	2023-10-31	$656,857
Total contributions received or receivable from employer(s)	2023-10-31	$339,737
2022 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-10-31	$262,845
Expenses. Total of all expenses incurred	2022-10-31	$608,463
Benefits paid (including direct rollovers)	2022-10-31	$599,530
Total plan assets at end of year	2022-10-31	$6,800,180
Total plan assets at beginning of year	2022-10-31	$7,145,798
Value of fidelity bond covering the plan	2022-10-31	$3,500,000
Total contributions received or receivable from participants	2022-10-31	$99,218
Assets. Value of loans (other than to participants)	2022-10-31	$2,440,583
Expenses. Other expenses not covered elsewhere	2022-10-31	$5,919
Other income received	2022-10-31	$-53,625
Net income (gross income less expenses)	2022-10-31	$-345,618
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$6,800,180
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$7,145,798
Assets. Value of participant loans	2022-10-31	$22,611
Assets. Value of real-estate (other than employer real property)	2022-10-31	$675,822
Total contributions received or receivable from employer(s)	2022-10-31	$217,252
Value of certain deemed distributions of participant loans	2022-10-31	$3,014
2021 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-10-31	$1,057,862
Expenses. Total of all expenses incurred	2021-10-31	$48,693
Benefits paid (including direct rollovers)	2021-10-31	$44,318
Total plan assets at end of year	2021-10-31	$7,145,798
Total plan assets at beginning of year	2021-10-31	$6,136,629
Value of fidelity bond covering the plan	2021-10-31	$3,500,000
Total contributions received or receivable from participants	2021-10-31	$93,661
Assets. Value of loans (other than to participants)	2021-10-31	$2,372,162
Expenses. Other expenses not covered elsewhere	2021-10-31	$4,375
Other income received	2021-10-31	$848,541
Net income (gross income less expenses)	2021-10-31	$1,009,169
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$7,145,798
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$6,136,629
Assets. Value of participant loans	2021-10-31	$2,939
Assets. Value of real-estate (other than employer real property)	2021-10-31	$1,023,592
Total contributions received or receivable from employer(s)	2021-10-31	$115,660
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-10-31	$590,247
Expenses. Total of all expenses incurred	2020-10-31	$3,078
Benefits paid (including direct rollovers)	2020-10-31	$2,026
Total plan assets at end of year	2020-10-31	$6,136,629
Total plan assets at beginning of year	2020-10-31	$5,549,460
Value of fidelity bond covering the plan	2020-10-31	$2,500,000
Total contributions received or receivable from participants	2020-10-31	$110,467
Assets. Value of loans (other than to participants)	2020-10-31	$1,455,019
Expenses. Other expenses not covered elsewhere	2020-10-31	$1,052
Other income received	2020-10-31	$220,831
Net income (gross income less expenses)	2020-10-31	$587,169
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$6,136,629
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$5,549,460
Assets. Value of participant loans	2020-10-31	$4,998
Assets. Value of real-estate (other than employer real property)	2020-10-31	$780,710
Total contributions received or receivable from employer(s)	2020-10-31	$258,949
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-10-31	$0
2019 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-10-31	$1,675,278
Expenses. Total of all expenses incurred	2019-10-31	$195,627
Benefits paid (including direct rollovers)	2019-10-31	$194,072
Total plan assets at end of year	2019-10-31	$5,549,460
Total plan assets at beginning of year	2019-10-31	$4,069,809
Value of fidelity bond covering the plan	2019-10-31	$1,000,000
Total contributions received or receivable from participants	2019-10-31	$141,675
Assets. Value of loans (other than to participants)	2019-10-31	$963,228
Expenses. Other expenses not covered elsewhere	2019-10-31	$1,538
Other income received	2019-10-31	$1,222,829
Net income (gross income less expenses)	2019-10-31	$1,479,651
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$5,549,460
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$4,069,809
Assets. Value of participant loans	2019-10-31	$0
Assets. Value of real-estate (other than employer real property)	2019-10-31	$995,047
Total contributions received or receivable from employer(s)	2019-10-31	$310,774
Value of corrective distributions	2019-10-31	$17
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2018 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-10-31	$339,006
Expenses. Total of all expenses incurred	2018-10-31	$0
Total plan assets at end of year	2018-10-31	$4,069,809
Total plan assets at beginning of year	2018-10-31	$3,730,803
Value of fidelity bond covering the plan	2018-10-31	$1,000,000
Total contributions received or receivable from participants	2018-10-31	$100,633
Assets. Value of loans (other than to participants)	2018-10-31	$893,467
Other income received	2018-10-31	$119,539
Net income (gross income less expenses)	2018-10-31	$339,006
Net plan assets at end of year (total assets less liabilities)	2018-10-31	$4,069,809
Net plan assets at beginning of year (total assets less liabilities)	2018-10-31	$3,730,803
Assets. Value of participant loans	2018-10-31	$3,664
Assets. Value of real-estate (other than employer real property)	2018-10-31	$720,474
Total contributions received or receivable from employer(s)	2018-10-31	$118,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-10-31	$620,717
Expenses. Total of all expenses incurred	2017-10-31	$51,191
Benefits paid (including direct rollovers)	2017-10-31	$51,101
Total plan assets at end of year	2017-10-31	$3,730,803
Total plan assets at beginning of year	2017-10-31	$3,161,277
Value of fidelity bond covering the plan	2017-10-31	$1,000,000
Total contributions received or receivable from participants	2017-10-31	$103,267
Assets. Value of loans (other than to participants)	2017-10-31	$710,859
Contributions received from other sources (not participants or employers)	2017-10-31	$22,512
Other income received	2017-10-31	$377,359
Net income (gross income less expenses)	2017-10-31	$569,526
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$3,730,803
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$3,161,277
Assets. Value of participant loans	2017-10-31	$4,539
Assets. Value of real-estate (other than employer real property)	2017-10-31	$720,474
Total contributions received or receivable from employer(s)	2017-10-31	$117,579
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-10-31	$0
2016 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-10-31	$311,918
Expenses. Total of all expenses incurred	2016-10-31	$796
Benefits paid (including direct rollovers)	2016-10-31	$746
Total plan assets at end of year	2016-10-31	$3,161,277
Total plan assets at beginning of year	2016-10-31	$2,850,155
Value of fidelity bond covering the plan	2016-10-31	$1,000,000
Total contributions received or receivable from participants	2016-10-31	$98,398
Assets. Value of loans (other than to participants)	2016-10-31	$527,910
Expenses. Other expenses not covered elsewhere	2016-10-31	$50
Other income received	2016-10-31	$136,685
Net income (gross income less expenses)	2016-10-31	$311,122
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$3,161,277
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$2,850,155
Assets. Value of participant loans	2016-10-31	$10,009
Assets. Value of real-estate (other than employer real property)	2016-10-31	$720,474
Total contributions received or receivable from employer(s)	2016-10-31	$76,835
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
2015 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-10-31	$365,297
Expenses. Total of all expenses incurred	2015-10-31	$329,588
Benefits paid (including direct rollovers)	2015-10-31	$274,052
Total plan assets at end of year	2015-10-31	$2,850,155
Total plan assets at beginning of year	2015-10-31	$2,814,446
Value of fidelity bond covering the plan	2015-10-31	$1,000,000
Total contributions received or receivable from participants	2015-10-31	$83,595
Assets. Value of loans (other than to participants)	2015-10-31	$387,879
Expenses. Other expenses not covered elsewhere	2015-10-31	$55,386
Other income received	2015-10-31	$164,914
Net income (gross income less expenses)	2015-10-31	$35,709
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$2,850,155
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$2,814,446
Assets. Value of participant loans	2015-10-31	$5,690
Assets. Value of real-estate (other than employer real property)	2015-10-31	$732,549
Total contributions received or receivable from employer(s)	2015-10-31	$116,788
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
2014 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-10-31	$396,664
Expenses. Total of all expenses incurred	2014-10-31	$55,888
Benefits paid (including direct rollovers)	2014-10-31	$13,686
Total plan assets at end of year	2014-10-31	$2,814,446
Total plan assets at beginning of year	2014-10-31	$2,473,670
Value of fidelity bond covering the plan	2014-10-31	$1,000,000
Total contributions received or receivable from participants	2014-10-31	$75,832
Assets. Value of loans (other than to participants)	2014-10-31	$138,670
Expenses. Other expenses not covered elsewhere	2014-10-31	$42,102
Other income received	2014-10-31	$262,636
Net income (gross income less expenses)	2014-10-31	$340,776
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$2,814,446
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$2,473,670
Assets. Value of participant loans	2014-10-31	$37,125
Assets. Value of real-estate (other than employer real property)	2014-10-31	$1,049,839
Total contributions received or receivable from employer(s)	2014-10-31	$58,196
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
2013 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-10-31	$498,023
Expenses. Total of all expenses incurred	2013-10-31	$28,936
Benefits paid (including direct rollovers)	2013-10-31	$2,829
Total plan assets at end of year	2013-10-31	$2,473,670
Total plan assets at beginning of year	2013-10-31	$2,004,583
Value of fidelity bond covering the plan	2013-10-31	$1,000,000
Total contributions received or receivable from participants	2013-10-31	$75,159
Assets. Value of loans (other than to participants)	2013-10-31	$135,000
Expenses. Other expenses not covered elsewhere	2013-10-31	$26,107
Other income received	2013-10-31	$337,245
Net income (gross income less expenses)	2013-10-31	$469,087
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$2,473,670
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$2,004,583
Assets. Value of real-estate (other than employer real property)	2013-10-31	$973,978
Total contributions received or receivable from employer(s)	2013-10-31	$85,619
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
2012 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-10-31	$417,693
Expenses. Total of all expenses incurred	2012-10-31	$33,432
Total plan assets at end of year	2012-10-31	$2,004,583
Total plan assets at beginning of year	2012-10-31	$1,620,322
Value of fidelity bond covering the plan	2012-10-31	$1,000,000
Total contributions received or receivable from participants	2012-10-31	$79,213
Assets. Value of loans (other than to participants)	2012-10-31	$135,000
Other income received	2012-10-31	$169,373
Net income (gross income less expenses)	2012-10-31	$384,261
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$2,004,583
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,620,322
Assets. Value of real-estate (other than employer real property)	2012-10-31	$576,412
Total contributions received or receivable from employer(s)	2012-10-31	$169,107
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$33,432
2011 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$250,672
Expenses. Total of all expenses incurred	2011-10-31	$0
Total plan assets at end of year	2011-10-31	$1,620,321
Total plan assets at beginning of year	2011-10-31	$1,369,649
Value of fidelity bond covering the plan	2011-10-31	$600,000
Total contributions received or receivable from participants	2011-10-31	$75,827
Assets. Value of loans (other than to participants)	2011-10-31	$135,000
Other income received	2011-10-31	$36,692
Net income (gross income less expenses)	2011-10-31	$250,672
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,620,321
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,369,649
Assets. Value of real-estate (other than employer real property)	2011-10-31	$505,405
Total contributions received or receivable from employer(s)	2011-10-31	$138,153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-31	$0
2010 : PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-10-31	$0

Form 5500 Responses for PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN

2022: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2009: PLM LENDER SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLM LENDER SERVICES, INC.
Employer identification number (EIN):	770260585
NAIC Classification:	522291
NAIC Description:	Consumer Lending