2023 Form 5500 filing — Mortgage Investors Group 401(K) Retirement 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 20240913103353NAL0019550050001) for Mortgage Investors Group 401(K) Retirement Plan, reported by Mortgage Investors Group under EIN 83-0310268 and plan number 001. It reports 507 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$30.2MReported net assets$30,152,593
Participants507
Provider compensation$189.4K2 Schedule C row(s)$189,408
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240913103353NAL0019550050001
- Plan sponsor
- Mortgage Investors Group
- EIN
- 83-0310268
- Plan number
- 001
- Location
- Knoxville, TN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$30.2M total assets
Net assets$30.2MLiabilities$120
Full reported line items
- Total assets (EOY)
- $30,152,713
- Total liabilities (EOY)
- $120
- Net assets (EOY)
- $30,152,593
- Employer contributions
- $195
- Participant contributions
- $2,001,385
- Total income / additions
- $6,255,950
- Benefits paid
- $4,378,693
- Administrative expenses
- $189,408
- Total expenses
- $4,568,101
- Net increase / (decrease)
- $1,687,849
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $103,700 | $0 |
| Rather & Kittrell Capital Mgnt. | INVESTMENT ADVISOR | $85,708 | not reported in the loaded dataset |