2023 Form 5500 filing — Dovenmuehle Mortgage, Inc. Savings And 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 20241011075839NAL0010714691001) for Dovenmuehle Mortgage, Inc. Savings And Retirement Plan, reported by Dovenmuehle Mortgage, Inc. under EIN 36-2435132 and plan number 019. It reports 3,414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011075839NAL0010714691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dovenmuehle Mortgage, Inc.
- EIN
- 36-2435132
- Plan number
- 019
- Location
- Lake Zurich, IL
- Participants
- 3,414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,293,515
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,293,515
- Employer contributions
- $1,857,345
- Participant contributions
- $5,690,465
- Total income / additions
- $16,025,739
- Benefits paid
- $5,070,455
- Administrative expenses
- $19,473
- Total expenses
- $5,133,640
- Net increase / (decrease)
- $10,892,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $19,400 | $0 |