2023 Form 5500 filing — Royal United Mortgage LLC 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 20241014090423NAL0026871249001) for Royal United Mortgage LLC 401(K) Plan, reported by Royal United Mortgage, LLC under EIN 26-1773722 and plan number 001. It reports 499 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)$17.3MReported net assets$17,293,390
Participants499
Provider compensation$103.6K3 Schedule C row(s)$103,636
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014090423NAL0026871249001
Plan sponsor
Royal United Mortgage, LLC
EIN
26-1773722
Plan number
001
Location
Indianapolis, IN
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)$17.3M total assets
Net assets$17.3MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$239.1K
Participant$1.4M
Full reported line items
Total assets (EOY)
$17,293,390
Total liabilities (EOY)
$0
Net assets (EOY)
$17,293,390
Employer contributions
$239,060
Participant contributions
$1,435,021
Total income / additions
$4,455,729
Benefits paid
$2,523,702
Administrative expenses
$100,957
Total expenses
$2,624,659
Net increase / (decrease)
$1,831,070

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$51,888$0
Shepherd Financial Investment AdvINVESTMENT ADVISOR$36,998not reported in the loaded dataset
Blue Benefits Consulting, Inc.CONTRACT ADMIN$14,750not reported in the loaded dataset

Related Form 5500 pages