401k Plan data: WORLD BUSINESS LENDERS 401K PLAN plan

WORLD BUSINESS LENDERS 401K PLAN 401k Plan overview

Plan Name	WORLD BUSINESS LENDERS 401K PLAN
Plan identification number	001

WORLD BUSINESS LENDERS 401K 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WORLD BUSINESS LENDERS has sponsored the creation of one or more 401k plans.

Company Name: WORLD BUSINESS LENDERS

Employer identification number (EIN): 451282108

NAIC Classification: 522298
NAIC Description: All Other Nondepository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLD BUSINESS LENDERS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SVETHA SANKAR 2023-10-03
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHANIE HAMILTON
001 2017-01-01 STEPHANIE HAMILTON STEPHANIE HAMILTON 2018-09-26
001 2016-01-01 STEPHANIE HAMILTON
001 2015-01-01 KERRIE-ANN MURRAY

Plan Statistics for WORLD BUSINESS LENDERS 401K PLAN

401k plan membership statisitcs for WORLD BUSINESS LENDERS 401K PLAN

Measure Date Value
2021: WORLD BUSINESS LENDERS 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 57
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 28
Total of all active and inactive participants 2021-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 85
Number of participants with account balances 2021-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: WORLD BUSINESS LENDERS 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 85
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 34
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 95
2019: WORLD BUSINESS LENDERS 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 203
Number of participants with account balances 2019-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 55
2018: WORLD BUSINESS LENDERS 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 103
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 122
Number of participants with account balances 2018-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 23
2017: WORLD BUSINESS LENDERS 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 86
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 113
Number of participants with account balances 2017-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 117
2016: WORLD BUSINESS LENDERS 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 212
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 164
Total of all active and inactive participants 2016-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 376
Number of participants with account balances 2016-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 84
2015: WORLD BUSINESS LENDERS 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 139
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 86
Total of all active and inactive participants 2015-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 225
Number of participants with account balances 2015-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 90

Measure	Date	Value
2021: WORLD BUSINESS LENDERS 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	57
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	28
Total of all active and inactive participants	2021-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	85
Number of participants with account balances	2021-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: WORLD BUSINESS LENDERS 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	85
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	34
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	95
2019: WORLD BUSINESS LENDERS 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	203
Number of participants with account balances	2019-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	55
2018: WORLD BUSINESS LENDERS 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	103
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	122
Number of participants with account balances	2018-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	23
2017: WORLD BUSINESS LENDERS 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	86
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	113
Number of participants with account balances	2017-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	117
2016: WORLD BUSINESS LENDERS 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	212
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	164
Total of all active and inactive participants	2016-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	376
Number of participants with account balances	2016-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	84
2015: WORLD BUSINESS LENDERS 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	139
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	86
Total of all active and inactive participants	2015-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	225
Number of participants with account balances	2015-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	90

Financial Data on WORLD BUSINESS LENDERS 401K PLAN

Measure	Date	Value
2021 : WORLD BUSINESS LENDERS 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,003,763
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$261,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$223,806
Expenses. Certain deemed distributions of participant loans	2021-12-31	$22,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$663,519
Value of total assets at end of year	2021-12-31	$2,926,500
Value of total assets at beginning of year	2021-12-31	$2,184,645
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,598
Total interest from all sources	2021-12-31	$4,649
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$347,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$347,079
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$219,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$293,802
Participant contributions at end of year	2021-12-31	$23,627
Participant contributions at beginning of year	2021-12-31	$63,348
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$270,489
Other income not declared elsewhere	2021-12-31	$62
Administrative expenses (other) incurred	2021-12-31	$15,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$741,855
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,926,500
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,184,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,902,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,121,297
Interest on participant loans	2021-12-31	$4,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-11,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$99,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$223,806
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WISS & COMPANY LLP
Accountancy firm EIN	2021-12-31	221732349
2020 : WORLD BUSINESS LENDERS 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$734,049
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$299,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$256,923
Expenses. Certain deemed distributions of participant loans	2020-12-31	$26,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$436,678
Value of total assets at end of year	2020-12-31	$2,184,645
Value of total assets at beginning of year	2020-12-31	$1,750,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15,999
Total interest from all sources	2020-12-31	$5,893
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$49,877
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$49,877
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$176,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$362,037
Participant contributions at end of year	2020-12-31	$63,348
Participant contributions at beginning of year	2020-12-31	$89,766
Other income not declared elsewhere	2020-12-31	$173
Administrative expenses (other) incurred	2020-12-31	$15,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$434,568
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,184,645
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,750,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,121,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,660,311
Interest on participant loans	2020-12-31	$5,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$241,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$74,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$256,923
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2020-12-31	221732349
2019 : WORLD BUSINESS LENDERS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$768,947
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$146,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$134,950
Expenses. Certain deemed distributions of participant loans	2019-12-31	$106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$479,996
Value of total assets at end of year	2019-12-31	$1,750,077
Value of total assets at beginning of year	2019-12-31	$1,127,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,363
Total interest from all sources	2019-12-31	$3,260
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$38,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$38,424
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$113,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$364,912
Participant contributions at end of year	2019-12-31	$89,766
Participant contributions at beginning of year	2019-12-31	$26,382
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$126
Other income not declared elsewhere	2019-12-31	$4,982
Administrative expenses (other) incurred	2019-12-31	$11,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$622,528
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,750,077
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,127,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,660,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,101,167
Interest on participant loans	2019-12-31	$3,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$242,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$114,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$134,950
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2019-12-31	221732349
2018 : WORLD BUSINESS LENDERS 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$396,208
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$236,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$218,983
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,464
Value of total corrective distributions	2018-12-31	$7,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$462,984
Value of total assets at end of year	2018-12-31	$1,127,549
Value of total assets at beginning of year	2018-12-31	$968,109
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,662
Total interest from all sources	2018-12-31	$2,007
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,840
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$97,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$281,190
Participant contributions at end of year	2018-12-31	$26,382
Participant contributions at beginning of year	2018-12-31	$31,626
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$100,000
Other income not declared elsewhere	2018-12-31	$1,228
Administrative expenses (other) incurred	2018-12-31	$8,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$159,440
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,127,549
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$968,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,101,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$936,483
Interest on participant loans	2018-12-31	$2,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-101,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$81,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$218,983
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2018-12-31	221732349
2017 : WORLD BUSINESS LENDERS 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$486,590
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$193,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$171,598
Expenses. Certain deemed distributions of participant loans	2017-12-31	$4,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$347,617
Value of total assets at end of year	2017-12-31	$968,109
Value of total assets at beginning of year	2017-12-31	$674,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$16,939
Total interest from all sources	2017-12-31	$2,018
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$20,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$20,315
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$68,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$248,291
Participant contributions at end of year	2017-12-31	$31,626
Participant contributions at beginning of year	2017-12-31	$31,399
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$49,801
Other income not declared elsewhere	2017-12-31	$133
Administrative expenses (other) incurred	2017-12-31	$16,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$293,182
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$968,109
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$674,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$936,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$643,528
Interest on participant loans	2017-12-31	$2,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$116,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$49,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$171,598
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2017-12-31	221732349
2016 : WORLD BUSINESS LENDERS 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$462,724
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$38,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$30,057
Expenses. Certain deemed distributions of participant loans	2016-12-31	$2,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$417,243
Value of total assets at end of year	2016-12-31	$674,927
Value of total assets at beginning of year	2016-12-31	$250,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,212
Total interest from all sources	2016-12-31	$571
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$14,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$14,358
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$26,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$285,319
Participant contributions at end of year	2016-12-31	$31,399
Participant contributions at beginning of year	2016-12-31	$2,108
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$20,734
Other income not declared elsewhere	2016-12-31	$1,149
Administrative expenses (other) incurred	2016-12-31	$6,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$424,335
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$674,927
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$250,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$643,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$248,484
Interest on participant loans	2016-12-31	$571
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$29,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$111,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$30,057
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2016-12-31	221732349
2015 : WORLD BUSINESS LENDERS 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$254,659
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$4,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$261,601
Value of total assets at end of year	2015-12-31	$250,592
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$898
Total interest from all sources	2015-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$7,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$7,287
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$187,525
Participant contributions at end of year	2015-12-31	$2,108
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,231
Administrative expenses (other) incurred	2015-12-31	$898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$250,592
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$250,592
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$248,484
Interest on participant loans	2015-12-31	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-14,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$72,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,169
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WISS & COMPANY, LLP
Accountancy firm EIN	2015-12-31	221732349

Form 5500 Responses for WORLD BUSINESS LENDERS 401K PLAN

2021: WORLD BUSINESS LENDERS 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WORLD BUSINESS LENDERS 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WORLD BUSINESS LENDERS 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WORLD BUSINESS LENDERS 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WORLD BUSINESS LENDERS 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WORLD BUSINESS LENDERS 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WORLD BUSINESS LENDERS 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WORLD BUSINESS LENDERS
Employer identification number (EIN):	451282108
NAIC Classification:	522298
NAIC Description:	All Other Nondepository Credit Intermediation

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SVETHA SANKAR	2023-10-03
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEPHANIE HAMILTON
001	2017-01-01	STEPHANIE HAMILTON		STEPHANIE HAMILTON	2018-09-26
001	2016-01-01	STEPHANIE HAMILTON
001	2015-01-01	KERRIE-ANN MURRAY