2023 Form 5500 filing — Umortgage 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 20241015141839NAL0014817875001) for Umortgage LLC 401(K) Plan, reported by Premier Processing LLC under EIN 81-1231555 and plan number 001. It reports 411 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)$1.9MReported net assets$1,888,510
Participants411
Provider compensation$40K3 Schedule C row(s)$39,989
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015141839NAL0014817875001
Plan sponsor
Premier Processing LLC
EIN
81-1231555
Plan number
001
Location
Philadelphia, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$531.1K
Benefits paid / distributions$495.3K
Contributions
EmployerNot reported
Participant$847.7K
Full reported line items
Total assets (EOY)
$1,888,510
Total liabilities (EOY)
$0
Net assets (EOY)
$1,888,510
Participant contributions
$847,688
Total income / additions
$1,677,363
Benefits paid
$495,305
Administrative expenses
$35,818
Total expenses
$531,123
Net increase / (decrease)
$1,146,240
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $35.8K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $4.2K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015141839NAL0014817875001 cover?
It is the 2023 Form 5500 filing for Umortgage LLC 401(K) Plan, reported by Premier Processing LLC (EIN 81-1231555).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages