2023 Form 5500 filing — Premium Mortgage Corporation 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 20250505080212NAL0017601570001) for Premium Mortgage Corporation 401(K) Plan, reported by Premium Mortgage Corporation under EIN 16-1566654 and plan number 001. It reports 251 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)$12.9MReported net assets$12,882,820
Participants251
Provider compensation$53.2K4 Schedule C row(s)$53,217
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250505080212NAL0017601570001
- Plan sponsor
- Premium Mortgage Corporation
- EIN
- 16-1566654
- Plan number
- 001
- Location
- Rochester, NY
- 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)$12.9M total assets
Net assets$12.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,882,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,882,820
- Employer contributions
- $194,544
- Participant contributions
- $1,204,401
- Total income / additions
- $3,481,456
- Benefits paid
- $1,538,735
- Administrative expenses
- $53,217
- Total expenses
- $1,593,120
- Net increase / (decrease)
- $1,888,336
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Excel Securities & Assoc., Inc. | INVESTMENT/FINANCIAL ADVI | $39,845 | $0 |
| Insero & Company Cpas, Llp | ACCOUNTANT | $7,000 | $0 |
| Adp, Inc. | RECORD KEEPER | $6,372 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |