2023 Form 5500 filing — Academy Mortgage Corporation Profit Sharing 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 20241003125921NAL0005732067001) for Academy Mortgage Corporation Profit Sharing 401(K) Plan, reported by Academy Mortgage Corporation under EIN 87-0456373 and plan number 001. It reports 2,557 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003125921NAL0005732067001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Academy Mortgage Corporation
- EIN
- 87-0456373
- Plan number
- 001
- Location
- Draper, UT
- Participants
- 2,557
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $161,039,088
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $161,039,086
- Employer contributions
- $276,116
- Participant contributions
- $9,716,112
- Total income / additions
- $38,899,258
- Benefits paid
- $32,217,653
- Administrative expenses
- $309,059
- Total expenses
- $32,632,050
- Net increase / (decrease)
- $6,267,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $167,905 | $0 |
| Global Retirement Partners LLC | ADVISOR | $141,154 | not reported in the loaded dataset |