Plan5500

Advisors Mortgage Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Advisors Mortgage Group (EIN 22-3626426) is a plan sponsor located in Ocean, NJ with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-3626426
Location
Ocean, NJ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,962,308
Total reported assets$11M$10,962,308
Total reported participants643
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$214.8K
Participant contributions$1.1M
Total income / additions$3.3M
Expenses & distributions
Benefits paid / distributions$602.9K
Total expenses$617.9K
Net increase / (decrease)$2.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Advisors Mortgage Group 401(K) Plan
Participants per plan322Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Advisors Mortgage Group 401(K) Plan$11M
    Plan #001 · 352 participants · 2023
  2. 2
    Advisors Mortgage Group, LLC Health & Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 291 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Advisors Mortgage Group
YearPlanParticipantsSchedulesFiling
2023Advisors Mortgage Group, LLC Health & Welfare Benefits Plan291—20240904103512NAL0009701219001
2023Advisors Mortgage Group 401(K) Plan352H, C20241011083710NAL0038217616001

Related Form 5500 pages