2023 Form 5500 filing — Movement Mortgage 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 20240925152131NAL0005553379001) for Movement Mortgage 401(K) Plan, reported by Movement Mortgage, LLC under EIN 26-0595342 and plan number 001. It reports 5,938 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925152131NAL0005553379001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Movement Mortgage, LLC
- EIN
- 26-0595342
- Plan number
- 001
- Location
- Indian Land, SC
- Participants
- 5,938
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $291,636,506
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $291,636,506
- Employer contributions
- $12,913,696
- Participant contributions
- $28,347,948
- Total income / additions
- $108,372,887
- Benefits paid
- $45,776,318
- Administrative expenses
- $537,728
- Total expenses
- $46,347,534
- Net increase / (decrease)
- $62,025,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $525,254 | $0 |
| Rpa Financial, LLC | INVESTMENT ADVISORY | $12,474 | $26 |