2023 Form 5500 filing — The Mortgage Firm, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722073126NAL0021074290001) for The Mortgage Firm, Inc. 401(K) Plan, reported by The Mortgage Firm, Inc. under EIN 59-3345547 and plan number 001. It reports 611 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722073126NAL0021074290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Mortgage Firm, Inc.
- EIN
- 59-3345547
- Plan number
- 001
- Location
- Altamonte Springs, FL
- Participants
- 611
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,166,613
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,166,613
- Employer contributions
- $0
- Participant contributions
- $1,987,614
- Total income / additions
- $7,661,645
- Benefits paid
- $6,230,723
- Administrative expenses
- $13,302
- Total expenses
- $6,244,025
- Net increase / (decrease)
- $1,417,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $13,302 | $0 |