First Direct Lending LLC
Plan context: First Direct Lending 401(K) and Profit Sharing Plan
EIN 46-2749358 • Irvine, CA • 7 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
288
2018 Assets
$2,208,756
2018 Contributions
$355,698
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $355,698 | - |
| First Direct Lending 401(K) and Profit Sharing Plan | - | 0 | - | $355,698 | - |
| 2017 | 2 | 288 | $2,208,756 | $1,329,724 | $4,617iApproximate average salary by contribution assumption: employee only about $115,427 at 4% or $76,952 at 6%; with 50% employer match about $76,952 at 4% or $51,301 at 6%; with 100% employer match about $57,714 at 4% or $38,476 at 6%. |
| First Direct Lending 401(K) and Profit Sharing Plan | - | 288 | $2,208,756 | $1,329,724 | $4,617iApproximate average salary by contribution assumption: employee only about $115,427 at 4% or $76,952 at 6%; with 50% employer match about $76,952 at 4% or $51,301 at 6%; with 100% employer match about $57,714 at 4% or $38,476 at 6%. |
| First Direct Lending Health & Welfare Benefits Plan | - | 0 | - | - | - |
| 2016 | 2 | 266 | $796,515 | $449,341 | $1,689iApproximate average salary by contribution assumption: employee only about $42,231 at 4% or $28,154 at 6%; with 50% employer match about $28,154 at 4% or $18,769 at 6%; with 100% employer match about $21,116 at 4% or $14,077 at 6%. |
| First Direct Lending 401(K) and Profit Sharing Plan | - | 266 | $796,515 | $449,341 | $1,689iApproximate average salary by contribution assumption: employee only about $42,231 at 4% or $28,154 at 6%; with 50% employer match about $28,154 at 4% or $18,769 at 6%; with 100% employer match about $21,116 at 4% or $14,077 at 6%. |
| First Direct Lending Health & Welfare Benefits Plan | - | 226 | - | - | - |
| 2015 | 1 | 39 | $347,787 | $282,189 | $7,236iApproximate average salary by contribution assumption: employee only about $180,890 at 4% or $120,594 at 6%; with 50% employer match about $120,594 at 4% or $80,396 at 6%; with 100% employer match about $90,445 at 4% or $60,297 at 6%. |
| First Direct Lending 401(K) and Profit Sharing Plan | - | 39 | $347,787 | $282,189 | $7,236iApproximate average salary by contribution assumption: employee only about $180,890 at 4% or $120,594 at 6%; with 50% employer match about $120,594 at 4% or $80,396 at 6%; with 100% employer match about $90,445 at 4% or $60,297 at 6%. |
| 2014 | 1 | 12 | $84,288 | $83,980 | $6,998iApproximate average salary by contribution assumption: employee only about $174,958 at 4% or $116,639 at 6%; with 50% employer match about $116,639 at 4% or $77,759 at 6%; with 100% employer match about $87,479 at 4% or $58,319 at 6%. |
| First Direct Lending 401(K) and Profit Sharing Plan | - | 12 | $84,288 | $83,980 | $6,998iApproximate average salary by contribution assumption: employee only about $174,958 at 4% or $116,639 at 6%; with 50% employer match about $116,639 at 4% or $77,759 at 6%; with 100% employer match about $87,479 at 4% or $58,319 at 6%. |