Plan5500

Mortgage Connect, Lp — 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, Mortgage Connect, Lp (EIN 26-1671848) is a plan sponsor located in Moon Township, PA with 2 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
26-1671848
Location
Moon Township, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Mortgage Connect, Lp

  • 2 loaded plans hold $13M in reported assets.
  • The largest, Mortgage Connect Lp 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,644 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.9MSummed across loaded plans$12,945,548
Total reported assets$13M$13,028,217
Total reported participants2.6K2,644
Total reported liabilities$82.7K$82,669

Reported net position

Reported assets = net assets + liabilities (summed)$13M total assets
Net assets$12.9MLiabilities$82.7K
Contributions & income
Employer contributionsNot reported
Participant contributions$2.6M
Total income / additions$4.8M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$3.9M
Net increase / (decrease)$885.7K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Mortgage Connect Lp 401(K) Profit Sharing Plan
Participants per plan1,322Average 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
    Mortgage Connect Lp 401(K) Profit Sharing Plan$13M
    Plan #001 · 1,715 participants · 2023
  2. 2
    Mortgage Connect, Lp Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 929 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Mortgage Connect, Lp. Open one for its full reported snapshot.

  1. 2023
    Mortgage Connect, Lp Welfare Benefit Plan929 participants · 2Sch C
    View filing →
  2. 2023
    Mortgage Connect Lp 401(K) Profit Sharing Plan1,715 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mortgage Connect, Lp report on Form 5500?
Mortgage Connect, Lp (EIN 26-1671848) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mortgage Connect, Lp?
The Employer Identification Number (EIN) reported for Mortgage Connect, Lp is 26-1671848.
What is the latest Form 5500 filing year for Mortgage Connect, Lp?
The latest loaded Form 5500 filing year for Mortgage Connect, Lp is 2023.

Related Form 5500 pages