2023 Form 5500 filing — Nations Direct Mortgage 401(K) Profit Sharing Plan & 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 20240926152542NAL0000541523001) for Nations Direct Mortgage 401(K) Profit Sharing Plan & Trust, reported by Nations Direct Mortgage, LLC under EIN 20-8544905 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926152542NAL0000541523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nations Direct Mortgage, LLC
- EIN
- 20-8544905
- Plan number
- 001
- Location
- Henderson, NV
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,476,638
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,476,638
- Employer contributions
- $204,725
- Participant contributions
- $933,383
- Total income / additions
- $2,735,607
- Benefits paid
- $1,145,477
- Administrative expenses
- $28,117
- Total expenses
- $1,173,594
- Net increase / (decrease)
- $1,562,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $13,506 | $0 |
| Lance, Soll & Lunghard, Llp | ACCOUNTANT/AUDITOR | $11,000 | not reported in the loaded dataset |