Equity Prime Mortgage, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Equity Prime Mortgage, LLC)

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, Equity Prime Mortgage, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Equity Prime Mortgage, LLC under EIN 26-2053389 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $5,772,592 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Equity Prime Mortgage, LLC
EIN
26-2053389
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
419
End-of-year plan assets
$5,772,592

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023419H, C20240726091152NAL0008826387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,772,592
Total liabilities (EOY)
$0
Net assets (EOY)
$5,772,592
Net assets (BOY)
$6,313,869

Income & contributions

Employer contributions
-$12,595
Participant contributions
$789,332
Total contributions
$787,071
Total income / additions
$1,892,636

Expenses & distributions

Benefits paid
$2,159,101
Administrative expenses
$77,961
Total expenses
$2,433,913
Net increase / (decrease)
-$541,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock LifeRECORDKEEPER$5,044$02023

Related Form 5500 pages