Plan5500

United Mortgage Corp 401(K) Profit Sharing Plan And Trust — Form 5500 plan (United Mortgage Corp)

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, United Mortgage Corp 401(K) Profit Sharing Plan And Trust is a benefit plan reported by United Mortgage Corp under EIN 11-3073502 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $9,063,790 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.1MPlan net assets, end of year$9,063,790
Participants371Covered participants reported
Assets / participant$24.4KComputed: assets ÷ participants$24,431 (computed)
Provider compensation$85.2K2 Schedule C provider row(s)$85,210
Plan sponsor
United Mortgage Corp
EIN
11-3073502
Plan number
001
Plan type
2
Location
Melville, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    371 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$2M
Benefits paid / distributions$1.8M
Contributions
EmployerNot reported
Participant$888.6K
Full reported line items

Net assets

Total assets (EOY)
$9,063,790
Total liabilities (EOY)
$0
Net assets (EOY)
$9,063,790
Net assets (BOY)
$8,664,733

Income & contributions

Participant contributions
$888,598
Total contributions
$899,715
Total income / additions
$2,399,324

Expenses & distributions

Benefits paid
$1,792,937
Administrative expenses
$85,212
Total expenses
$2,000,267
Net increase / (decrease)
$399,057
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    American Portfolios Advisors, Inc.$44.3K
    INVESTMENT/FINANCIAL ADVI · Direct $44.3K · Indirect $0
  2. 2
    Adp, Inc.$40.9K
    RECORD KEEPER · Direct $40.9K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the United Mortgage Corp 401(K) Profit Sharing Plan And Trust?
United Mortgage Corp 401(K) Profit Sharing Plan And Trust is reported as sponsored by United Mortgage Corp (EIN 11-3073502, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Mortgage Corp 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for United Mortgage Corp 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does United Mortgage Corp 401(K) Profit Sharing Plan And Trust report?
United Mortgage Corp 401(K) Profit Sharing Plan And Trust reports 371 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Mortgage Corp 401(K) Profit Sharing Plan And Trust?
United Mortgage Corp 401(K) Profit Sharing Plan And Trust reports $9,063,790 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages