2023 Form 5500 filing — United Wholesale Mortgage, LLC Profit Sharing Plan And Trust
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 20240806104950NAL0003819392001) for United Wholesale Mortgage, LLC Profit Sharing Plan And Trust, reported by United Wholesale Mortgage, LLC under EIN 38-2750395 and plan number 001. It reports 7,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806104950NAL0003819392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Wholesale Mortgage, LLC
- EIN
- 38-2750395
- Plan number
- 001
- Location
- Pontiac, MI
- Participants
- 7,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,801,520
- Total liabilities (EOY)
- $337,634
- Net assets (EOY)
- $149,463,886
- Employer contributions
- $3,840,813
- Participant contributions
- $22,399,595
- Total income / additions
- $54,066,855
- Benefits paid
- $13,660,201
- Administrative expenses
- $522,776
- Total expenses
- $14,989,949
- Net increase / (decrease)
- $39,076,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $388,399 | $0 |
| Cadaret Grant & Co Inc | ADVISOR | $120,107 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $14,270 | not reported in the loaded dataset |