Total Mortgage Services, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Total Mortgage Services, L.L.C)
Plain-English plan 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, Total Mortgage Services, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Total Mortgage Services, L.L.C under EIN 06-1484285 and plan number 002. The latest loaded filing year is 2023. The filing reports 422 participants and $12,931,531 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Total Mortgage Services, L.L.C
- EIN
- 06-1484285
- Plan number
- 002
- Plan type
- 2
- Location
- Milford, CT
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $12,931,531
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20241015153541NAL0048695904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,931,531
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,931,531
- Net assets (BOY)
- $10,344,625
Income & contributions
- Employer contributions
- $211,192
- Participant contributions
- $1,420,405
- Total contributions
- $2,094,318
- Total income / additions
- $3,953,566
Expenses & distributions
- Benefits paid
- $1,142,580
- Administrative expenses
- $31,339
- Total expenses
- $1,366,660
- Net increase / (decrease)
- $2,586,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | N/A | $16,313 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | N/A | $8,979 | $0 | 2023 |
| Lincoln National Corporation | N/A | $5,733 | $0 | 2023 |
| Pasi, LLC | N/A | $255 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | N/A | $59 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Total Mortgage Services, L.L.C
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Milford, CT
- Ubs Financial Services — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation
- Pasi, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation