Advisors Mortgage Group 401(K) Plan — Form 5500 plan (Advisors Mortgage Group)
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, Advisors Mortgage Group 401(K) Plan is a benefit plan reported by Advisors Mortgage Group under EIN 22-3626426 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $10,962,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advisors Mortgage Group
- EIN
- 22-3626426
- Plan number
- 001
- Plan type
- 2
- Location
- Ocean, NJ
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $10,962,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241011083710NAL0038217616001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,962,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,962,308
- Net assets (BOY)
- $8,319,998
Income & contributions
- Employer contributions
- $214,795
- Participant contributions
- $1,102,007
- Total contributions
- $1,511,030
- Total income / additions
- $3,260,208
Expenses & distributions
- Benefits paid
- $602,871
- Administrative expenses
- $15,027
- Total expenses
- $617,898
- Net increase / (decrease)
- $2,642,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bleakley Financial Group LLC | SERVICE PROVIDER | $0 | $27,688 | 2023 |